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Showing 1 - 10 of 13 results for "Socially Conscious"

Values take a backseat to performance: Morningstar

MICHELLE BALTAZAR  |  FRIDAY, 29 MAY 2026  |  NEWS
A panel session on product labelling quickly broadened into a candid discussion on weapons exclusions, member demands and the challenge of running sustainable portfolios in a tense geopolitical climate. On the second day of the RIAA Conference yesterday ...

ART snags TCorp's alternatives head

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025  |  NEWS
... the $330 billion superannuation giant. Dellit will take on the role of portfolio manager for the fund's Socially Conscious Balanced Option. Dellit spent more than seven years with the investment and financial management partner of the NSW public ...

Aware Super expands investment restrictions

ELIZA BAVIN  |  MONDAY, 15 SEP 2025  |  NEWS
... manufacture and/or production of nuclear weapons will be excluded. The changes will also affect the High Growth Socially Conscious, Balanced Socially Conscious, Conservative Balanced Socially Conscious and Conservative Socially Conscious investment options ...

ART extends exclusions in Socially Conscious option

ELIZA BAVIN  |  MONDAY, 12 MAY 2025  |  NEWS
Australian Retirement Trust (ART) will extend its list of exclusions for the Socially Conscious Balanced option to also apply to direct investments in listed corporate-issued debt in fixed income investments. The change, which comes into effect July ...

Best ESG super options revealed

ROSE MARY PETRASS  |  FRIDAY, 17 JAN 2025  |  NEWS
... specific negative screening criteria were not provided. Coming in fourth, Aware Super Employer Sponsored Balanced Socially Conscious returned 6.6% per annum over three years, and 16.9% over 12 months, ranking 14th. This option is one of four socially ...

Sustainable, ethical super products fail performance test

RACHEL ALEMBAKIS, JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2023  |  NEWS
... option from 1 July 2024, with members able to chose other options, including Australian Retirement Trust's Socially Conscious Balanced option. "We take investing our members' retirement savings seriously. In accordance with our merger transition ...

Super fund survey finds strong demand for sustainable super

ROSE MARY PETRASS  |  THURSDAY, 8 JUN 2023  |  NEWS
... environmental outcomes." Consumers want responsible super - so how can superfunds deliver on this demand? ART's Socially Conscious Balanced Option has less than $1 billion invested but has seen a 37% increase in members over the last 18 months. The ...

Heritage Bank hires first ESG and sustainability manager

RACHEL ALEMBAKIS  |  THURSDAY, 16 JUN 2022  |  NEWS
... reinforces Heritage's commitment to creating long-term value for our members by proactively working towards a more socially conscious and environmentally sustainable future." Masci said he was looking forward to growing the capability and understanding ...

VicSuper: $3 billion in assets linked to sustainable outcomes

RACHEL ALEMBAKIS  |  FRIDAY, 1 NOV 2019  |  NEWS
... business in Victoria. The fund will also look to expand its investments in green real estate and investment in socially conscious business, Farrant said. VicSuper is also in the process of due diligence in a merger with First State Super, having signed ...

BlackRock launches unlisted iShares ESG Global Bond Index Fund

RACHEL ALEMBAKIS  |  FRIDAY, 9 AUG 2019  |  NEWS
... and, in doing so, to extend to fixed interest the same exclusionary screens we apply to equities (under the Socially Conscious investment option)." "BlackRock is increasing its focus on sustainability across the board - from investment processes to investment ...
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