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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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...