ESG

Funds management

While the US has “warmed up” to the theme of environmental, social and governance investment, many of the companies on offer in the country are “grossly overvalued”, acco...

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Funds management

Companies and funds should “make a difference, not a statement” when it comes to acting on climate change, according to Ninety One, and reward those companies which are a...

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Funds management

As the economy transitions to low carbon, there are serious headwinds for certain companies not prepared for that transition, according to Stewart Investors....

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Funds management

The COP26 conference begins this week and while coal will be on the agenda, shares in Australia’s mining companies have seen triple-digit gains. ...

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Funds management

The ‘man versus nature’ aspect of the pandemic may have caused a shift in focus for corporates and the community toward responsible investing and business practices....

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Expert Analysis

Managed accounts have seen incredible growth in their use and popularity with financial advisers over the past 12 to 18 months, writes Steven Tang, and for good reason....

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Funds management

The Evergrande example has proved that active management plays a significant role when investing in regions associated with high political or regulatory risks....

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Expert Analysis

It’s not easy being green, writes Charles Stodart, but that’s no excuse for managers not to try and implement it as ESG best practices and communication matures....

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Funds management

Australian Ethical will launch its campaign at the upcoming COP26 climate summit, highlighting the non-attendance by Prime Minister Scott Morrison does not reflect the vi...

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Funds management

A lack of female talent in financial services has been cited as an inhibitor to gender diverse businesses, while jobs exploring responsible investing were seeing more int...

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Funds management

Melior Investment Management, an impact investment house, has received funding and support from Atlassian founder Mike Cannon-Brookes....

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Financial planning

CFA Societies Australia has announced the CFA Institute Certificate which will offer investment professionals the required knowledge and skills to integrate environmental...

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Features

Going beyond responsible investment screens, Chris Dastoor writes, investors want to see that their manager is creating a social dividend as well as financial returns....

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Financial planning

Increased interest in environmental, social and governance has been the biggest change noticed in clients by Crystal Wealth Partners over the last five years....

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Funds management

The trusts would expand the firm’s range of sustainable products, including one focused on Chinese equities....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 1 day ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 1 day ago