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Showing 171 - 180 of 316 results for "Advisers"

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 ...

Australian Ethical names heavyweights to investment committee

RACHEL ALEMBAKIS  |  WEDNESDAY, 13 APR 2022  |  NEWS
... $145 million in the first half of 2022. "Australians are increasingly demanding ethical investment options from their advisers, fund managers, super fund providers, and other investment professionals," said CEO and MD John McMurdo. "It is no longer acceptable ...

Labor election pledge on YFYS performance test

RACHEL ALEMBAKIS  |  THURSDAY, 7 APR 2022  |  NEWS
... the government has put the car in reverse on these issues. Their war on corporate transparency through a tax on proxy advisers, and winding back on director liability are just two examples where there has been a deliberate attempt to put the car in reverse." ...

Christian Super, Australian Ethical to explore merger

RACHEL ALEMBAKIS  |  THURSDAY, 7 APR 2022  |  NEWS
... million. The ethical fund manager reported that 74% of funds under management come via direct channels, with 20% coming from advisers, and 6% from institutional mandates. Managed fund flows (excluding institutional) experienced strong growth at 129% ...

Greenwashing key concern as Ethical Advisers Co-op passes $2bn

RACHEL ALEMBAKIS  |  THURSDAY, 24 MAR 2022  |  NEWS
... though making sure their portfolios are aligned with their values." Greenwashing is a significant topic of interest for advisers and clients. The EAC operates the Leaf Ratings system, which evaluates funds on a one to five scale (one being poor and five ...