POWERED BY MOMENTUM MEDIA
SUSTAINABLE INVESTING
Financial planning
As investors increasingly seek to embed ESG considerations in their portfolios, a specialist adviser has offered tips for financial planners who may feel overwhelmed in t...
Funds management
Stockspot analysis has named the top 10 suburbs across Australia that have the highest proportion of sustainable investors, largely dominated by one state in particular....
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
Magellan and Hyperion are among 11 new entrants in RIAA’s list of responsible investment leaders for 2024, which recognises asset managers leading the ESG space....
Features
As ESG and sustainable funds continue to suffer outflows and the regulator cracks down on greenwashing, there has been a notable downturn in the number of launches and st...
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...
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
Confusion around what classes as “sustainable” can lead to large fund performance differentials, making fund selection a material risk for advisers, according to Scientif...
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...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....