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Showing 161 - 170 of 310 results for "Advisers"

BetaShares SMAs list on Netwealth platform

RACHEL ALEMBAKIS  |  THURSDAY, 27 OCT 2022  |  NEWS
... (ETHI) and the BetaShares Sustainability Leaders Diversified Bond ETF - Currency Hedged (GBND). "Demand from financial advisers for true-to-label responsible investment solutions continues to grow as investors increasingly seek out ways to align their ...

No ESG drag seen in performance test results

RACHEL ALEMBAKIS  |  THURSDAY, 1 SEP 2022  |  NEWS
... would be allowed to consider the religious affiliation of a super fund in assessing its annual performance. Frontier Advisers principal consultant David Carruthers said that an overall review of the performance test that picks up on aspects specific ...

La Trobe Financial certified by Climate Action

RACHEL ALEMBAKIS  |  TUESDAY, 16 AUG 2022  |  NEWS
... businesses to drive voluntary climate action. La Trobe Financial achieved carbon neutrality in 2021, working with independent advisers Carbon Neutral to measure its emissions activities, and offsetting its carbon footprint through investments made in ...

ESG managed accounts drive strong growth: BT Panorama

RACHEL ALEMBAKIS  |  WEDNESDAY, 27 JUL 2022  |  NEWS
... the platform to 12. "The thing about the diversified portfolios is that they speak to a whole-of-portfolio solution for advisers," noted BT head of managed accounts Zac Leman. "Diversified managed portfolios are seeing strong flows, and they were the ...

Strong demand for ESG products, but education needed

RACHEL ALEMBAKIS  |  THURSDAY, 21 JUL 2022  |  NEWS
Retail investors and financial advisers are reporting strong levels of action on ESG investing, but recent research suggests that both sides of the conversation are seeking further education and have doubts about greenwashing and alignment between personal ...

Industry reacts to ASIC greenwashing guidance

RACHEL ALEMBAKIS  |  THURSDAY, 16 JUN 2022  |  NEWS
... well, with Ethical Invest Group founder and lead facilitator of the Ethical Advice Accelerator Alexandra Brown warning advisers that they need to conduct proper due diligence for their clients. "If a company or investment fund is greenwashing, financial ...

Millennials, Gen X lead impact investing demand

RACHEL ALEMBAKIS  |  THURSDAY, 2 JUN 2022  |  NEWS
... familiar versus 32% of Gen X and 15% of Baby Boomers. "What that tells me is that we have an educational issue because advisers aren't always catering to female investors," Bratton Hughes said. "We talk about this massive generational transfer of wealth ...

US SEC proposes new disclosure for ESG funds

RACHEL ALEMBAKIS  |  THURSDAY, 26 MAY 2022  |  NEWS
The US Securities and Exchange Commission (SEC) has proposed a disclosure regime for ESG-related funds and advisers that would see funds disclose information on strategies, progress and achievement. The proposed changes would see the creation of three ...

Strong demand for ESG managed accounts: Praemium

RACHEL ALEMBAKIS  |  THURSDAY, 5 MAY 2022  |  NEWS
... managed accounts are doing." Use of managed accounts to meet ethical and ESG considerations of clients can be an assist for advisers who do not yet consider themselves ethical investment specialists, Morris said. "If you look at managed accounts, you ...

Ethinvest opens Canberra office with industry heavyweight

RACHEL ALEMBAKIS  |  THURSDAY, 21 APR 2022  |  NEWS
... wanted to go a bit deeper with my clients on this, they've got the history, they've got the experience of the individual advisers as well as the history of the biz and that impact level analysis thru people who are specialising in the impact space to ...