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Showing 291 - 300 of 340 results for "adviser"

Instreet Investment buys The Emerald Club

RACHEL ALEMBAKIS  |  FRIDAY, 16 JAN 2015  |  NEWS
... SMAs are a key step for the industry, because they are for many advisers considered an important part of products for adviser-connected clients." At the moment, the model portfolios and funds available on The Emerald Wrap are all equities based, but ...

The Sustainability Report's top articles of 2014

RACHEL ALEMBAKIS  |  FRIDAY, 9 JAN 2015  |  NEWS
As we look ahead to what 2015 brings to Australian corporate sustainability and responsible investment, here's a look back at some of the most popular articles of 2014 on The Sustainability Report. The list includes increased ESG corporate disclosure ...

ASIC accepts Community 21's prospectus for share raising

RACHEL ALEMBAKIS  |  FRIDAY, 22 AUG 2014  |  NEWS
The Australian Securities and Investment Commission (ASIC) has accepted a prospectus from Community 21, which is seeking to raise up to AU$4 million in a share offering open to non-profits. Peter Quarmby, Community 21 executive director Community 21 ...

SVA provides $800,000 financing to Indigenous company

RACHEL ALEMBAKIS  |  WEDNESDAY, 23 APR 2014  |  NEWS
... management, and are versed in things we're not. It will make us money, not just save us money, to get a proper financial adviser." As a result of the new contract with Thiess, Iman Operations is looking to further diversify its business lines. At the ...

ESG integration into quantitative investment management

RACHEL ALEMBAKIS  |  FRIDAY, 28 MAR 2014  |  NEWS
There is a growing use of environmental and social factors as part of quantitative investment techniques in equity portfolios, with fund managers integrating ESG data to either screen out undesired stocks, or to create customised benchmarks that tilt ...

Ethical Investment Advisers launches fossil-fuel free SMA

RACHEL ALEMBAKIS  |  WEDNESDAY, 26 MAR 2014  |  NEWS
Brisbane-based financial planners Ethical Investment Advisers has launched a separately managed account (SMA) based on Australian equities that are screened to eliminate fossil fuel exposures. Louise Edkins, director, Ethical Investment Advisers The ...

Australian Ethical launches Fixed Interest Trust

RACHEL ALEMBAKIS  |  WEDNESDAY, 19 MAR 2014  |  NEWS
Australian Ethical Investments has launched the Fixed Interest Trust, comprising Australian dollar-denominated fixed rate investments that meet the Australian Ethical charter. Australian Ethical has managed fixed income securities for 20 years as part ...

Australian Ethical Investment hires head of ethics

RACHEL ALEMBAKIS  |  WEDNESDAY, 12 MAR 2014  |  NEWS
Australian Ethical Investment has hired Dr Stuart Palmer as head of ethics. As head of ethics, Dr Palmer will work with the company's ethical advisers CAER and the investment team "to further develop the company's ethical investment frameworks, which ...

Video: Taking ESG integration to the investment committee

RACHEL ALEMBAKIS  |  FRIDAY, 14 FEB 2014  |  NEWS
Taking ESG integration to the investment committee from The Sustainability Report on Vimeo. The Sustainability Report moderated this live panel debate examining how and to what extent superannuation funds are integrating environmental, social and governance ...

RIAA launches RI Academy in Canada, India

RACHEL ALEMBAKIS  |  FRIDAY, 7 FEB 2014  |  NEWS
The Responsible Investment Association Australasia (RIAA)'s Responsible Investment Academy (RI Academy) is being introduced to Canada and India in conjunction with local responsible investment associations. Simon O'Connor, RIAA CEO RI Academy is an ...