RIAA
Financial planning
Some $3.5 trillion is expected to be passed onto the millennial generation over the next 20 years and will be a new client pipeline for advisers, according to BT. ...
Features
Funds are unlikely to be deliberately guilty of greenwashing but nevertheless, writes Laura Dew, they need to have transparent processes in place to prevent investors fee...
Expert Analysis
Jason Hazell provides insights on how Islamic investing meets the needs and requirements of Muslim Australians who want to invest according to their faith. ...
Superannuation
Around 90% of member enquiries regarding the super fund’s environmental, social and governance policy related to climate change....
Funds management
Impact Investment Group has launched a $70 million Impact Alternatives investment fund following client demand....
Funds management
Despite the average responsible fund outperforming the Australian share market, investors are deterred from these funds due to lack of awareness, understanding, and green...
Funds management
Oil will be ‘the paraffin’ of the future, according to Ninety One strategist Michael Power, as investors abandon investing in the sector over environmental, social and go...
Features
Jassmyn Goh finds out why it is important for advisers to interrogate managers on their proxy voting and engagement activities, especially if they label their fund as ‘ES...
Funds management
Responsible investment indices outperformed their non-responsible counterparts during the first quarter of the year, according to MSCI....
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
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 average annualised return for impact investment products was 5.3% during 2018-19, according to a report by the Responsible Investment Association Australasia (RIAA)....
Funds management
Asset held in impact investment products have tripled over the past two years to $19.9 billion, according to the Responsible Investment Association Australasia. ...
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?...
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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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...