SUSTAINABLE FUNDS

Funds management

Magellan Financial Group has terminated three funds in its Core Series, including a sustainable fund and ESG fund, having determined they are “unlikely to achieve the nec...

Funds management

Investors in Australia and New Zealand allocated US$640 million to sustainable funds in the third quarter of 2024, reversing outflows of US$555 million in the previous q...

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

A new EY report highlights six key trends shifting the Australian ETF industry, from new issuers penetrating the market to a record-breaking number of active products. ...

Funds management

Following changes to a Schroders sustainable fund, JPMAM has announced it will close two of its sustainable strategies....

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

Robeco has launched two new equity strategies and transitioned two of its existing fixed income funds to give investors greater exposure to the sustainable transition....

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...

Funds management

Strong outflows from Vanguard for the second consecutive quarter have affected the assets in Australasian sustainable funds, which stood at $41 billion in the second quar...

Funds management

While Europe steams ahead with sustainable investment, Australian investors sit on two ends of the ESG spectrum when it comes to sustainable funds, according to ClearBrid...

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...

Funds management

Despite the average responsible fund outperforming the Australian share market, investors are deterred from these funds due to lack of awareness, understanding, and green...

image
Funds management

A Morningstar report on sustainable investing showed it was classed as ‘socially conscious’ and had no negative effect on overall investment performance....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 3 weeks ago

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

1 month 3 weeks ago

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

3 months 4 weeks ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 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...

1 week 6 days ago

The exit of co-CIOs Andrew Clifford and Clay Smolinski from Platinum has highlighted key person risk, with Morningstar raising its outflow forecast to 33 per cent of FUM ...

1 month ago