SUSTAINABLE INVESTING

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...

Funds management

The latest annual RIAA report has found concerns or mistrust around greenwashing by investment managers almost tripled this year, with 62 per cent citing it as a deterren...

Funds management

Some 11 Australian asset managers have been highlighted by Morningstar as receiving a low ranking for their ESG commitments, while one has received the highest score....

Funds management

The global investment manager has added three new options to its range of sustainable managed portfolios as the adviser demand for sustainable investment products grows....

People & Products

Fidelity has promoted Jenn-Hui Tan to the newly created role of chief sustainability officer. ...

Financial planning

There is often an expectation gap between the ESG or sustainable funds that advisers pick and the assets that their clients want to hold, according to Perennial. ...

Funds management

Appearing on the latest episode of Relative Return, Nanuk Asset Management’s director and chief investment officer, Tom King, has shared why he discourages advisers from ...

Financial planning

A change in power dynamics can mean the need to change an investment strategy’s ESG approach overnight, according to a panel of advisers....

 

MARKET INSIGHTS

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

baffled

I don't have any faith in the regulator. I've stopped reading these and just think some poor guy got busted for a spell...

5 hours 49 minutes ago
Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

3 days 11 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

3 days 11 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 2 weeks ago