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Showing 1 - 10 of 69 results for "retail investor"

Wealth groups tap operations leads

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025  |  NEWS
Viola Private Wealth and Aura Group have appointed new operating leads, while MA Asset Management's COO has headed out the door. Aura Group has named Nathan Harris as its new chief operating officer as the firm continues to expand in the private ...

Australia's largest buyout firm hires from State Street GA

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025  |  NEWS
Pacific Equity Partners has appointed Alexander Brown as a director to spearhead the firm's expansion into retail financial adviser and direct investor markets. Brown brings 15 years of experience across financial markets, asset management and investment ...

5000 European ESG funds investing in fossil fuels

JAMIE WILLIAMSON  |  THURSDAY, 20 MAR 2025  |  NEWS
Close to 5000 European funds being marketed as ESG hold interests in companies involved in fossil fuels, research shows. Close to 5000 funds being marketed as ESG in Europe hold interests in companies involved in fossil fuels, research shows. Analysing ...

Young investors' appetite for ESG investing dwindles: Research

JAMIE WILLIAMSON  |  THURSDAY, 6 FEB 2025  |  NEWS
While interest in screens relating to environmental and living wage issues remains strong, passion for ESG investing is waning - particularly among younger investors. Research from Cerulli Associates shows enthusiasm for ESG products has plateaued ...

Readers act on news when it impacts returns

ROSE MARY PETRASS  |  FRIDAY, 13 DEC 2024  |  NEWS
A Yale study has found investors don't seek out ESG-related news for feel-good reasons, but rather, only if it helps them make returns. Co-authored by accounting professor Edward Watts, the paper found individual retail investors see ESG as an important ...

Defunct fund pays greenwashing fine

RACHEL ALEMBAKIS  |  WEDNESDAY, 28 FEB 2024  |  NEWS
A now-defunct app-led climate impact fund is the latest entity to cop a fine for greenwashing from the regulator. Melbourne Securities Corporation (MSC) has paid $13,320 to comply with an ASIC infringement notice relating to allegations of misleading ...

Podcast: ESG investment - the state of play

RACHEL ALEMBAKIS  |  THURSDAY, 25 MAY 2023  |  NEWS
In this episode brought to you by CFS Thrive+, we'll be discussing what retail investors want when it comes to ESG and sustainable investment products and how financial advisers can help their clients decide where to put their hard-earned dollars. Joining ...

Amundi launches suite of Net Zero funds

RACHEL ALEMBAKIS  |  THURSDAY, 20 APR 2023  |  NEWS
European asset manager Amundi has launched a suite of Net Zero Ambition funds across multiple asset classes aimed at both institutional and retail investors. The goal of the Net Zero Ambition funds is to invest in companies "best to support the transition ...

Alphinity launches sustainable ETF

RACHEL ALEMBAKIS  |  WEDNESDAY, 8 FEB 2023  |  NEWS
Alphinity Investment Management has listed two ETFs, including one based on their Global Sustainable Equity Fund. The Alphinity Global Sustainable Equity Fund (XASG) is a diversified portfolio of 25-40 leading global sustainable listed companies that ...

Podcast: Building climate impact with Bloom

RACHEL ALEMBAKIS  |  WEDNESDAY, 25 JAN 2023  |  NEWS
We speak with Camille Soquet-Clerc, founder of Bloom Impact, an investment app offering retail investors access to climate-related impact investments. Fintech Bloom Impact offers access to a diversified growth portfolio of assets that meet climate impact ...
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