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Showing 311 - 320 of 442 results for "adviser"

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 ...

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 ...