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Showing 221 - 230 of 316 results for "Advisers"

Using ESG, ethical screens in multi-asset strategy investing

RACHEL ALEMBAKIS  |  THURSDAY, 18 FEB 2021  |  NEWS
... rather than outsourcing to other managers, so we have proxy voting," Somaia said. "We use the services of Glass Lewis as advisers for proxy voting, and we moved to the ESG policy in late 2019 and early 2020. We benefitted from conversations we had with ...

T. Rowe Price joins Responsible Investment Association Australasia

RACHEL ALEMBAKIS  |  MONDAY, 21 DEC 2020  |  NEWS
... consultants, researchers, brokers, impact investors, property managers, trusts, foundations, faith-based groups, financial advisers and individuals.

International sustainability accounting standards bodies to merge

RACHEL ALEMBAKIS  |  THURSDAY, 26 NOV 2020  |  NEWS
... environmental and social priorities. The creation of the Value Reporting Foundation will give regulators, professional advisers and businesses a credible, well-defined, global institution to unite around." When formed by mid-2021, the Value Reporting ...

Roadmap outlines sustainable transformation for finance industry

RACHEL ALEMBAKIS  |  TUESDAY, 24 NOV 2020  |  NEWS
... "financial decisions based on their values and sustainability preferences," including recommendations to ensure financial advisers consider sustainability preferences of consumers, for ASIC to consider strengthening its Regulatory Guide to facilitate ...

BetaShares to launch ethical diversified ETFs

RACHEL ALEMBAKIS  |  THURSDAY, 5 NOV 2020  |  NEWS
... including SMSF, who can use this as a foundation of the investment portfolio," he said. "We have seen significant demand from advisers and financial planners who are adopting this as a building block for advisers. We feel that's going to be the most ...

Credit strategy links financial return to social, environmental impact

RACHEL ALEMBAKIS  |  THURSDAY, 5 NOV 2020  |  NEWS
... Australian-dollar denominated impact (green/social/sustainable) investment grade credit. Regnan will work with a limited number of advisers who have mission-driven clients, noted Jeremy Dean, head of Regnan and responsible investment distribution at ...

RIAA adviser guide aims at education in ESG space

RACHEL ALEMBAKIS  |  FRIDAY, 16 OCT 2020  |  NEWS
... Investment, and discussed both the growth in the retail ESG/responsible investing market, as well as the questions pertinent to advisers in a recent webinar. "I fundamentally think it's a very confusing space," said Jessie Pettigrew, senior manager ...

Zenith creates ESG framework for fund classification

RACHEL ALEMBAKIS  |  THURSDAY, 15 OCT 2020  |  NEWS
... environmental impact alongside a financial return. By classifying manager activity, Zenith aims to achieve a common base for advisers to evaluate the responsible investment and ESG activities of fund managers. "We looked at all this bubbling around and ...

Vanguard expands Ethically Conscious product range

RACHEL ALEMBAKIS  |  THURSDAY, 15 OCT 2020  |  NEWS
... previous years, with institutions wanting to remove tobacco from their international equities portfolios to today our advisers are having clients come in and say, it's really important to me to be able to have a socially responsible investment in ...

Retail sustainable investments grow by 21%: Morningstar

RACHEL ALEMBAKIS  |  TUESDAY, 13 OCT 2020  |  NEWS
... conference. "There's been a shift in the adviser landscape with a call for more transparency and a focus on outcomes... Advisers are thinking about sustainable investing as part of their offering, and particularly in a context of personalizing the advice." ...