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ESG
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
Schroders is to close the wholesale class of a global equity fund, while a sustainable one will be repositioned as an ESG one in light of higher sustainability criteria i...
Funds management
Australian and New Zealand sustainable funds saw outflows of more than $1.2 billion in the second quarter of 2024, according to Morningstar, with active strategies accoun...
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....
Financial planning
The Responsible Investment Association Australasia has announced an upcoming adviser-focused course to launch next month about ESG integration in advice firms....
Funds management
Amid growing demand from clients for sustainable products and a scrutiny on greenwashing, two funds from Perennial Partners have received new certifications from the Resp...
Financial planning
As more investors seek to exclude poor ESG performers from their portfolios, Zenith’s Dugald Higgins demystifies the complexities around negative screening and the purpos...
Funds management
Russell Investments has launched a global equities sustainable active ETF in response to adviser demand....
Funds management
Failure to meet ESG compliance obligations can leave financial services directors walking a tightrope of risk, according to PwC, as ASIC urges firms to prepare for climat...
Financial planning
The FAAA has suggested looking offshore for overseas financial advisers to ease the adviser shortage, but are employers willing to take on the burden of workplace visas?...
Funds management
Almost 70 per cent of asset managers are planning to control costs via product rationalisation, according to a global survey by Northern Trust, as they seek to offer clie...
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...
Funds management
Self-reporting issues to ASIC could lead to a reduced charge for a fund manager but it may not exempt them from enforcement action altogether, according to ASIC chair Joe...
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
The Responsible Investment Association of Australasia has launched a toolkit to help advisers address the risks presented by artificial intelligence....
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MARKET INSIGHTS
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...