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Showing 1 - 10 of 1614 results for "portfolio"

Australian banks fail to manage financed deforestation: Report

MATTHEW WAI  |  MONDAY, 23 JUN 2025  |  NEWS
Latest findings identified mortgages provided by major banks are contributing to deforestation, with just one bank having made a 'No deforestation' commitment. The Australian Conservation Foundation (ACF) conducted analysis of 100 land titles and found ...

La Caisse ups climate investment targets

KARREN VERGARA  |  MONDAY, 23 JUN 2025  |  NEWS
La Caisse is ambitiously aiming to have CAD $400 billion ($454bn) worth of climate action investments in its portfolio by 2030. Releasing its 2025-30 climate strategy last week, La Caisse, formerly known as CDPQ, unveiled its aims to accelerate the ...

Perennial Partners expands sustainable offerings

MATTHEW WAI  |  MONDAY, 23 JUN 2025  |  NEWS
... Fund to Perennial, but the fund will still be overseen by Melior chief investment officer and co-founder Tim King, and portfolio manager Nina Wilkinson will manage the fund alongside analyst Sona Fernandes. The Melior Australian Impact Fund predominantly ...

Green moves: JPMorgan, T. Rowe Price

ELIZABETH FRY  |  FRIDAY, 20 JUN 2025  |  NEWS
... income separate account business. Joining T. Rowe Price 16 years ago, Lawton's background is in impact investing and portfolio management. T. Rowe Price Australia country Darren Hall said: "Matt's leadership will facilitate a cohesive approach ...

Equity Trustees fined by ASIC

JAMIE WILLIAMSON  |  FRIDAY, 20 JUN 2025  |  NEWS
... issued by companies. The PDS stated: "The Investment Manager's strategy for the fund is to invest in a diversified portfolio of liquid, fixed and floating rate green and sustainable corporate bonds." In reality, at the time - being between April ...

Podcast: How direct indexing could supercharge ESG investing

THE GREENER WAY  |  FRIDAY, 20 JUN 2025  |  NEWS
... desire as what's important to one investor can differ greatly for another. Being able to build a low-cost, custom portfolio that removes all the ESG exposures an investor doesn't want while still tracking a selected benchmark could prove a game-changer ...

Australia's sustainable finance taxonomy launches

KARREN VERGARA  |  FRIDAY, 20 JUN 2025  |  NEWS
... taxonomy is one lever that we can use over time to help us and our members understand the sustainable finance assets in our portfolio," she said. Climate Bonds Initiative (CBI), which is an ASFI technical development partner, said it will expand its ...

ART overhaul sees senior portfolio managers exit

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025  |  NEWS
Australian Retirement Trust's leadership overhaul has led to the departure of two senior portfolio managers. Ondre Ozer is set to leave ART as the country's second-largest superannuation fund moves to disband its investment resilience and planning ...

Betashares names director of private assets

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025  |  NEWS
... meeting the needs of investors and financial advisers when it comes to the role that private assets can play in a robust portfolio." At Ares, Fleiter was a relationship manager in the global client solutions group, focusing on institutional client management ...

T. Rowe Price welcomes head of impact fixed income

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025  |  NEWS
... income separate account business. Joining T.Rowe Price 16 years ago, Lawton's background is in impact investing and portfolio management. T. Rowe Price Australia country head Darren Hall said: "Matt's leadership will facilitate a cohesive approach ...
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