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RESPONSIBLE INVESTING
Funds management
Perennial Partners has acquired a majority stake in Melior Investment Management which will see it take over management of the Melior Australian Impact Fund....
Financial planning
As the ESG and sustainable investment market undergoes greater consolidation, three commentators explore how financial advisers can explain a fund closure or renaming to ...
Financial planning
With the ESG label often causing confusion among investors, Nanuk Asset Management has encouraged financial advisers to use more plain, specific language with their clien...
Funds management
Five Australasian sustainable funds closed in the last quarter, according to Morningstar, while 39 per cent of all strategies saw outflows during the period....
Funds management
Australian Ethical has seen its funds under management surpass $13 billion in the latest quarter, thanks to retail and wholesale net flows of $173 million but a transitio...
Funds management
Responsible investment performance concerns have lessened as the market hits $1.6 trillion in AUM, according to RIAA’s annual report, but greenwashing fears among asset m...
Funds management
With nearly one-third of financial advisers utilising Australian Ethical’s investment options, expanding its advised channels remains a key focus for the firm....
Funds management
The victory by Donald Trump in the US presidential election could cause fund managers to reconsider the naming of their ESG funds as the US undergoes a political backlash...
Financial planning
Ethical considerations fall down the list in terms of priorities for consumers seeking financial advice when there is a pessimistic economic environment, according to the...
Financial planning
An Australian Ethical white paper has ranked switching to a responsible fund among the top three ways for Australians to reduce their individual carbon footprint....
Financial planning
Advisers have a vital role to play in helping investors to understand environmental, social and governance, according to Zenith, with performance likely to be scrutinised...
People & Products
Insignia Financial has appointed James Tayler as head of responsible investing, a decision the firm believes will further build upon its responsible investing capability....
Financial planning
Pendal has launched a campaign showing the role that advisers play in driving responsible investing, told through the stories of seven advisers....
Expert Analysis
Managed accounts have seen incredible growth in their use and popularity with financial advisers over the past 12 to 18 months, writes Steven Tang, and for good reason....
Funds management
Responsible investment firms need to make sure they are following a framework that has comprehensive long-term goals, rather than following a cookie cutter approach that ...
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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...