ESG

Financial planning

Environmental, social, and governance factors and more features from online brokers matter more to investors, according to a report....

image
Funds management

Pengana Capital has highlighted that the lack of definitions, common standards, and guidelines leads to impact washing....

image
Financial planning

While clients are keen on responsible investments they are limited to sector-specific investments and are unable to tailor their portfolios, according to a whitepaper....

image
Funds management

Bloomberg has launched a proprietary environmental, social and governance score to help investors quickly evaluate a company’s performance over a range of issues....

image
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...

image
Expert Analysis

With the advent of COVID-19 and the inevitable subsequent economic downturn, writes Guillaume Mascotto, will investor interest in ESG investing continue to accelerate, or...

image
Funds management

Martin Currie has been given an A+ rating for its approach to environmental, social and governance approach for the fourth consecutive year by the by the Principles for R...

image
Financial planning

Investment industry, which lacks learning from experience when it comes to improving investment committee practices and governance, should follow the aircraft industry’s ...

image
Tools & guides

With factor-based investing on the rise, writes Simon Lansdorp, how should investors determine the relevant factors and the most-effective way to combine these for higher...

image
Awards

A “quality” focus has helped DNR Capital Australian Equities High Conviction Portfolio win the Money Management Fund Manager of the Year award in the Separately Managed A...

image
Funds management

The rise of issues such as Black Lives Matter has prompted Nucleus Wealth to allow investors to remove companies from their portfolio it there was not enough gender diver...

image
Funds management

There has been a “massive surge” in investors seeking environmental, social and governance investments as they are regarded by them as a safe haven....

image
Superannuation

Some 81% of for-profit superannuation funds had some form of responsible investment commitment, according to the Principles for Responsible Investment....

image
Funds management

Amundi Asset Management has become one of the first asset managers to announce it will use a set of climate ratings developed by global non-profit CPD to measure the glob...

image
Funds management

Perpetual has completed its acquisition of US ESG investment firm Trillium Asset Management with hopes to launch new ESG offerings in Australia in 2021. ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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