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Showing 311 - 320 of 435 results for "adviser"

Roadmap outlines sustainable transformation for finance industry

RACHEL ALEMBAKIS  |  TUESDAY, 24 NOV 2020  |  NEWS
A coalition of more than 80 organisations including banks, insurers, super funds and other stakeholders have released an ambitious list of recommendations to transform Australia's financial system to sustainable outcomes. The Australian Sustainable ...

BetaShares to launch ethical diversified ETFs

RACHEL ALEMBAKIS  |  THURSDAY, 5 NOV 2020  |  NEWS
... with around $5 million in AUM, Vynokur said. The new ethical diversified ESG range is aimed at BetaShares' retail and adviser client base, Vynokur said. "We expect it to be of particular relevance for the self-directed investors, including SMSF, who ...

Credit strategy links financial return to social, environmental impact

RACHEL ALEMBAKIS  |  THURSDAY, 5 NOV 2020  |  NEWS
As investor demand for funds that demonstrate positive social and environmental impacts as well as financial returns increase, a recently launched impact credit strategy managed by Regnan is outperforming its benchmark. In late January of this year ...

RIAA adviser guide aims at education in ESG space

RACHEL ALEMBAKIS  |  FRIDAY, 16 OCT 2020  |  NEWS
... retail demand for responsible investing products, but the sector is still "confusing" and in need of both consumer and adviser education, according to a panel of experts. The Responsible Investment Association Australasia (RIAA) has released an updated ...

Zenith creates ESG framework for fund classification

RACHEL ALEMBAKIS  |  THURSDAY, 15 OCT 2020  |  NEWS
Zenith Investment Partners is aiming to demystify ESG and responsible investing strategies for clients by introducing a tiered framework that describes funds' activities based on their research. "When considering the landscape of ESG issues or values ...

Vanguard expands Ethically Conscious product range

RACHEL ALEMBAKIS  |  THURSDAY, 15 OCT 2020  |  NEWS
... Conscious line at the same time as it is also winding up its institutional investment business to emphasise to retail, adviser and its in-house super offering, as reported in sister publication Financial Standard. The Ethically Conscious suite was launched ...

Retail sustainable investments grow by 21%: Morningstar

RACHEL ALEMBAKIS  |  TUESDAY, 13 OCT 2020  |  NEWS
... million." "We're certainly seeing the demand for ESG and investing become more broad-based and we're hearing that from our adviser community," said Jamie Wickham, managing director of Morningstar Australasia, at a briefing on the report with colleagues ...

Call for education on difference between sustainable, impact investing

RACHEL ALEMBAKIS  |  FRIDAY, 2 OCT 2020  |  NEWS
... investment market is moving, Drennan said. "It's looking for things that are more targeted, a good and easy story that an adviser can express to a client, and clients can then decide that that's something they can understand and invest in." The ...

Governance key concern for AGM season: Dimensional Fund Advisors

RACHEL ALEMBAKIS  |  THURSDAY, 1 OCT 2020  |  NEWS
Governance issues will dominate considerations during this year's AGM season for fund manager Dimensional Fund Advisors. Dimensional manages about $AU800bn globally from 13 offices around the world, including two in Australia. Its clients are institutional ...

Strong inflows to sustainable option: Stockspot

RACHEL ALEMBAKIS  |  TUESDAY, 29 SEP 2020  |  NEWS
Robo-adviser Stockspot's sustainable investing option has attracted close to 20% of new client inflows since launching in July. "We're pleased to see such positive feedback and uptake of our sustainable portfolios by new and existing clients," said ...