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Showing 301 - 310 of 435 results for "adviser"

Advisers seek education, clarification on ESG investing

RACHEL ALEMBAKIS  |  THURSDAY, 20 MAY 2021  |  NEWS
... identify and triage and rank the various products," she said. "There are a lot of products in that ESG level, but what the adviser needs to do is align their recommendation with the specific client's beliefs and values, and what kind of ratings do ...

Trustees squeezed by competing climate risk pressures

RACHEL ALEMBAKIS  |  THURSDAY, 6 MAY 2021  |  NEWS
... advisers are separately backed up by statements from Vas Kolesnikoff, head of Australia and New Zealand research at proxy adviser ISS. "The consultation seems to be premised on a misguided notion that proxy advisers do not operate transparently or engage ...

First Sentier launches private debt strategy with renewable energy assets

RACHEL ALEMBAKIS  |  MONDAY, 3 MAY 2021  |  NEWS
First Sentier Investors has launched a private debt strategy that is initially focusing on loans to the renewable energy sector. The sustainable debt strategy has attracted a cornerstone investor that has made a financial commitment through a standalone ...

Client demand pushing action on ESG conversation: RIAA

RACHEL ALEMBAKIS  |  TUESDAY, 27 APR 2021  |  NEWS
... at consumer expectations in Australia. The report finds that 86% Australians believe it's important their financial adviser asks them about their interests and values in relation to their investments. The challenge for advisers, beyond having those ...

Ethical fund manager sets ambitious FUM target

RACHEL ALEMBAKIS  |  THURSDAY, 18 FEB 2021  |  NEWS
... investment manager says it is aiming for a target of $20 - $25 billion in assets under management, and has strengthened its adviser sales, distribution, and investment teams. Australian Ethical has hired Keenan Bunning and Jeannie Bredberg as senior ...

Using ESG, ethical screens in multi-asset strategy investing

RACHEL ALEMBAKIS  |  THURSDAY, 18 FEB 2021  |  NEWS
ESG analysis can be integrated into multi-asset investing strategies using both top down ethical screens and bottom-up ESG signal integration to construct portfolios covering commodities, credit as well as equities, according to First Sentier Investors. ...

Future Super to reduce fees on fund options

RACHEL ALEMBAKIS  |  TUESDAY, 29 DEC 2020  |  NEWS
... also bolstered its investment committee, appointing both Karen McLeod and Geraldine Barlow-Bolt. McLeod is a financial adviser specialising in ethical investments and is on the board of the Responsible Investment Association of Australasia (RIAA).

T. Rowe Price joins Responsible Investment Association Australasia

RACHEL ALEMBAKIS  |  MONDAY, 21 DEC 2020  |  NEWS
Global investment firm T. Rowe Price has joined the Responsible Investment Association Australasia (RIAA). "We are delighted to begin our partnership with RIAA to work on important responsible investment issues that are top of mind for our clients," ...

Super fund shuffles team, investment chief steps down

ELIZABETH MCARTHUR  |  THURSDAY, 17 DEC 2020  |  NEWS
... also bolstered its investment committee, appointing both Karen McLeod and Geraldine Barlow-Bolt. McLeod is a financial adviser specialising in ethical investments and is on the board of the Responsible Investment Association of Australasia (RIAA). Financial ...

International sustainability accounting standards bodies to merge

RACHEL ALEMBAKIS  |  THURSDAY, 26 NOV 2020  |  NEWS
The International Integrated Reporting Council (IIRC) and the Sustainability Accounting Standards Board (SASB) will merge into one organisation by mid-2021. The resulting entity, the Value Reporting Foundation, will provide investors and companies with ...