SUSTAINABLE INVESTING

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...

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...

Funds management

Sustainable funds in Australia and New Zealand saw US$567 million in inflows in the last quarter, according to Morningstar, but political concerns in the US meant global ...

Features

With nearly half of financial advisers providing responsible investment advice, ESG questions are becoming a fundamental part of the client discovery stage....

Funds management

The CFA Institute, the Global Sustainable Investment Alliance, and Principles for Responsible Investment have collaborated on a new resource towards improving consistency...

Funds management

Asset managers have increasingly hired dedicated ESG personnel or sustainability teams over the past year, as ESG factors continue to underpin investment decision-making,...

Funds management

Emerging markets have announced ambitious net-zero targets in keeping with their global peers, but investment managers observe a balancing act between these commitments a...

Funds management

The latest annual RIAA report has found concerns or mistrust around greenwashing by investment managers almost tripled this year, with 62 per cent citing it as a deterren...

Funds management

Some 11 Australian asset managers have been highlighted by Morningstar as receiving a low ranking for their ESG commitments, while one has received the highest score....

Funds management

The global investment manager has added three new options to its range of sustainable managed portfolios as the adviser demand for sustainable investment products grows....

People & Products

Fidelity has promoted Jenn-Hui Tan to the newly created role of chief sustainability officer. ...

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

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

A change in power dynamics can mean the need to change an investment strategy’s ESG approach overnight, according to a panel of advisers....

Funds management

Morningstar research has seen inflows to sustainable funds fall by 91 per cent in the past quarter, with passive giant Vanguard reporting rare net outflows after the firm...

 

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Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

4 days 16 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 4 days ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 4 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago