ESG
Financial planning
There is often an expectation gap between the ESG or sustainable funds that advisers pick and the assets that their clients want to hold, according to Perennial. ...
Funds management
The Australian Sustainable Finance Institute has appointed Guy Debelle, former RBA deputy governor, to lead its newly formed expert group as the sustainable finance taxon...
Funds management
BlackRock and Vanguard have seen their scores slashed by a climate think tank for rolling back on their ESG commitments in light of an anti-ESG trend in the US....
Funds management
Magellan has appointed Amy Krizanovic as head of ESG and it is understood her predecessor and former deputy CIO, Dom Giuliano, has departed the firm after 16 years....
People & Products
Federated Hermes and First Sentier Investors have announced new hires to boost their sustainability and impact capabilities....
Funds management
Amid market volatility, wealth managers have been prioritising portfolio mix resilience for their high-net-worth clients to fortify long-term value over quick returns, ac...
People & Products
Adam Kirkman, head of ESG at AMP Capital, has left the firm after 12 years....
Funds management
Appearing on the latest episode of Relative Return, Nanuk Asset Management’s director and chief investment officer, Tom King, has shared why he discourages advisers from ...
Financial planning
EXCLUSIVE As clients increasingly seek sustainability-related products and funds, advisers who recommend them could eventually fall under the greenwashing purview of regu...
Funds management
A year-long research programme by fund manager Alphinity and CSIRO aims to provide a framework to assess, manage, and report on responsible artificial intelligence risks....
Editorial
While investors have moved past the idea of ESG as a kind of philanthropic activity, the uncertainty and volatility of markets this year could end up pitting ‘values’ ag...
Financial planning
The lack of risk-rated ESG funds is a hindrance to their uptake by financial advisers, according to an adviser....
Funds management
EXCLUSIVE Popular ETFs could soon come under ASIC’s radar as major ESG funds hold stocks that leading investment managers believe are far from ethical....
Financial planning
In conversation with Money Management, RIAA’s chief executive, Simon O’Connor, has shared how the organisation is creating initiatives to engage and help the advice commu...
Financial planning
It will be impossible to find a “sweet spot” of how much information on ESG is appropriate and advisers can expect overwhelming volumes to continue to be necessary for co...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...