Search Results | Showing 141 - 150 of 339 results for "adviser" |
| | | BetaShares's range of ethically screened separately managed accounts (SMAs) will list on the the Netwealth platform. The SMAs include the BetaShares Australian Sustainability Leaders SMA, which holds a portfolio of 35 stocks that are generally the largest ... |
| | | | It is not apparent that MySuper funds that use ESG investing strategies are failing the MySuper performance test under the Your Future, Your Super legislation. As reported in sister publication Financial Standard, five MySuper products have failed the ... |
| | | | La Trobe Financial has received Climate Active certification for its Australian business operations. Climate Active is an Australian government-backed program that provides certification for businesses that have achieved net zero emissions, or carbon ... |
| | | | ... investment tailwinds, according to US investment management firm RadiantESG Recently, RadiantESG has been selected as sub-adviser on a US mutual fund with US$30 million in assets under management. The focus of the fund US small and mid-cap equities with ... |
| | | | ESG-managed accounts on BT Panorama increased 150% in funds under management in the 12 months to the end of June 2022. BT Panorama reported that in total, managed accounts funds under management increased to $10.7bn during the year to end of June 2022 ... |
| | | | ... point is, we've got to a position where we have people engaged in investment, and they're coming back from a client and adviser perspective saying, demonstrate for me the actual impact - that's the key." Separately, New Zealand-based fintech of fintech ... |
| | | | ... expectations, and no doubt the expectations of regulators have ramped up." The ASIC information sheet has relevance to the adviser industry as well, with Ethical Invest Group founder and lead facilitator of the Ethical Advice Accelerator Alexandra Brown ... |
| | | | ... that are looking for learning resources for ESG or impact investing, men are much more likely to go to their financial adviser or company and women are much more likely to ask a family member or friend about it," Hughes said. "But if you look generationally ... |
| | | | ... proposed changes, funds and advisers would provide more specific disclosures in fund prospectuses, annual reports, and adviser brochures based on the ESG strategies they pursue. "I am pleased to support this proposal because, if adopted, it would establish ... |
| | | | ... customise the portfolio and exclude the stock from the portfolio, or replace one company with another. "An individual adviser can utilise the technology to deliver personal screening requirement without having to manipulate the portfolio itself, and ... |
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