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ESG
Funds management
The outperformance of an ESG fund relies on the skill of the manager and the inherent style bias incorporated into the fund, according to AMP Capital. ...
Funds management
The Altius Sustainable Bond fund has been chosen by IOOF research for its new environmental, social and governance model portfolio....
Funds management
Eaton Vance has announced the launch of a series of separate account equity strategies, the Calvert ESG Leaders Strategies, for institutional and professional investors....
Financial planning
Australian superannuation funds may be talking the talk on ESG but a new study suggests they are not always walking the walk in using their voting power....
Tools & guides
With investors forced to navigate unpredictable stockmarkets, and with a global recession looming, it is an environment where the investing methodology that is quantitati...
Funds management
Several ESG funds invest in Facebook, but given the actions the company has taken, can investors feel comfortable with their money being invested in it despite the social...
Funds management
The firm plans to expand its ESG offerings but is still weighing up options for the Australian ETF market. ...
Funds management
The average annualised return for impact investment products was 5.3% during 2018-19, according to a report by the Responsible Investment Association Australasia (RIAA)....
Features
Mike Taylor writes that research and ratings house Lonsec has developed and launched a new approach to ESG ratings which it hopes will help advisers separate the real ESG...
Funds management
Eleven funds previously covered under its Responsible Investment category have been rated so far....
Funds management
Martin Currie has called on asset managers to come together to jointly help drive change and influence companies in which they invest....
Financial planning
Australian Ethical is among 155 global companies supporting a UN-backed campaign to urge governments to align their COVID-19 recovery plans with climate science. ...
Expert Analysis
A fund may describe itself as ‘sustainable’, writes Richard Montgomery, but how can you be sure its actions in investment are more than just a label?...
Superannuation
The enhanced service, in partnership with IdealRatings, will track equities and corporate bond portfolios to provide super funds with a “holistic view” of investments. ...
Funds management
BetaShares’ Australian Sustainability Leaders Diversified Bond ETF – Currency Hedged fund has been certified by the Responsible Investment Association Australasia. ...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...