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RESPONSIBLE INVESTMENT

Financial planning

Any changes to product labelling for sustainable funds must be applied consistently across investor channels, including those used by financial advisers, according to RIA...

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...

Financial planning

The RIAA Conference Australia 2025 will take place later this month, featuring a range of sessions designed for financial advisers....

Features

Commentators say the lack of transparency in private markets is making it difficult for fund managers and advisers to assess them from an ESG perspective....

Funds management

Magellan and Hyperion are among 11 new entrants in RIAA’s list of responsible investment leaders for 2024, which recognises asset managers leading the ESG space....

Funds management

Demand for ESG ETFs has declined, with Global X reporting that the popularity of ESG funds is at the lowest level since 2014....

Funds management

Australian Ethical has reported 80 per cent growth in its FY24 statutory net profit after tax, with its board set to welcome Pendal’s former CEO next month. ...

Funds management

The cost of running an ESG fund is on the rise, and firms and investors are in debate how much this extra cost should impact product costs....

Funds management

The latest budget papers have outlined a $10 million provision for ASIC greenwashing enforcement activity as well as funds for a sustainable labelling regime to be partia...

Funds management

Confusion around what classes as “sustainable” can lead to large fund performance differentials, making fund selection a material risk for advisers, according to Scientif...

Funds management

Alphinity Investment Management and CSIRO have brought its responsible AI framework to the market, helping investors navigate AI alongside ESG principles....

Funds management

Fund managers should work collaboratively with data providers to minimise greenwashing risks in their products as a positive ESG score can be a “gamechanger” for a fund’s...

Financial planning

Adviser willingness is the key hurdle to the uptake of ESG matters by financial advisers; they should not feel afraid or embarrassed if they are less familiar with what c...

Financial planning

Advisers need to expand their understanding of responsible investing in response to Australia’s increasing demand, according to an RI specialist....

Funds management

Over three-quarters of consumers say they would be more likely to invest in products that were verified by an independent source as being responsible, with greenwashing f...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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