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Showing 271 - 280 of 435 results for "adviser"

ESG investing "fastest growing" priority for advisers

RACHEL ALEMBAKIS  |  THURSDAY, 2 DEC 2021  |  NEWS
... Advisers have identified three challenges - ESG, capital protection and mounting compliance burden, according to the 2021 Adviser Product and Marketing Needs Report, a study of asset allocation trends among Australia's financial advisers, their views ...

Deep impact: the next step in sustainable investing

RACHEL ALEMBAKIS  |  THURSDAY, 18 NOV 2021  |  NEWS
Impact investing has previously more been identified with private market strategies and investments in specific use of proceeds bonds like green bonds or social impact bonds, where the allocation of capital is directly tied to the activity of the use ...

BetaShares launches ethical SMAs

RACHEL ALEMBAKIS  |  THURSDAY, 11 NOV 2021  |  NEWS
BetaShares has launched four new ethical separately managed accounts (SMAs). This represents a milestone for BetaShares, becoming the first Australian ETF manager to successfully bring an ethical direct equity SMA to market, as well as being the first ...

Measuring transition risk key to picking climate leaders: Aviva Investors

RACHEL ALEMBAKIS  |  THURSDAY, 4 NOV 2021  |  NEWS
... However, Mark Carney, UN special envoy for climate action and finance and UK Prime Minister Boris Johnson's finance adviser for COP26, has pointed out in the private finance strategy paper circulated ahead of the summit that "ultimately, if providers ...

Board of the future to face more ESG issues: Governance Institute

RACHEL ALEMBAKIS  |  THURSDAY, 4 NOV 2021  |  NEWS
... regularly, they have to traverse a great deal of regulatory change, they have to navigate changes. "... Having a trusted adviser that works for the board in the form of a company secretary will be absolutely vital, and I think the role of the company ...

Wayfinding for deeper engagement in ethical investment

RACHEL ALEMBAKIS  |  THURSDAY, 28 OCT 2021  |  NEWS
... Waikato Management School, while Rodger Spiller is the managing director and founder of Money Matters, an ethical investment adviser firm in NZ, and the first New Zealand member of the Ethical Advisers' Co-op. Chellie Spiller spoke of integrating wisdom ...

CEFC in $50m agri-platform investment

RACHEL ALEMBAKIS  |  TUESDAY, 19 OCT 2021  |  NEWS
The Clean Energy Finance Corporation has invested $50 million towards a sustainable farming platform aimed at using data-driven practices to make farms more productive and resilient to climate change. The CEFC made the allocation to the Transforming ...

Wayfinding for Ethical Investment

RODGER SPILLER  |  TUESDAY, 12 OCT 2021  |  NEWS
... focus on leadership development. In this journey, an expert trusted navigator is key to investors' success An ethical adviser clarifies the journey's purpose, and the investor's principles. They create a clear and realistic plan for achieving ...

Investors assess ESG landscape, client needs

RACHEL ALEMBAKIS  |  THURSDAY, 7 OCT 2021  |  NEWS
... see that the returns are slightly above what the market delivers," she said. There were a number of questions from the adviser audience at the event asking for guidance in how to conduct conversations with clients around ethical and ESG preferences. ...

Corporate finance execs seeking greater ESG knowledge

RACHEL ALEMBAKIS  |  THURSDAY, 7 OCT 2021  |  NEWS
... change as well." ESG knowledge is "still very tightly held in Australia," Rennie said. "In other technical areas, a senior adviser might have twenty years of relevant experience behind them," Rennie said. "Whereas in Australia, you'd probably be ...