Super funds that invest responsibly bag greater market share, higher returns

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Super funds demonstrating leading practice responsible investment are taking a bigger share of the market and financially outperforming their peers, according to a new study from the Responsible Investment Association... Read more continue reading

Is private real estate an effective inflation hedge?

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Milton Friedman once famously observed that ‘inflation is taxation without legislation’. Inflation landed with a thud in Australia in October 2021, with the broad Consumer Price Index rising 0.8% for... Read more continue reading

The investment case for climate

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While the world has been preoccupied with the COVID-19 pandemic, another epidemic has emerged alongside it: the accelerating rush among nations and corporations to announce carbon reduction targets to address... Read more continue reading

Good COP, Bad COP – dispelling the myth of ESG underperformance

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Environmental and social issues have never been more important. The world’s eyes were firmly on Glasgow and the environmental issues discussed in the recently held 2021 United Nations Climate Change... Read more continue reading

Bell Asset Management launches Global Sustainable Fund as investor commitment to ESG rises

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Global equities boutique manager, Bell Asset Management is pleased to launch an environmental, social and governance (ESG) fund for Australian retail and wholesale investors – the Bell Global Sustainable Fund.... Read more continue reading

China’s ‘Common Prosperity’ regime – What does it mean for investors?

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This summer China launched a new policy regime, which escalates government steerage of the economy and features two critical initiatives. This article, from one of GSFM’s manager partners Epoch Investment... Read more continue reading

Global Impact Initiative launches world’s first Gender Diversity Fund

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Global Impact Initiative (GII), Australia’s leading, independent impact investing business, has launched its Global Gender Equality Fund, the world’s first, actively managed, impact investment fund focused on Women and Girls.... Read more continue reading

This COP was different

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COP26 was billed as ‘the most important meeting in history. Chief Responsible Investment Officer at Aviva Investors, Steve Waygood had a front row seat and shares his thoughts on the... Read more continue reading

Institutional asset management fees have fallen significantly across asset classes

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A new study from bfinance, the independent investment consultancy, has revealed that institutional asset management fees have fallen significantly in a number of asset classes – particularly certain ESG or... Read more continue reading

Credit risk versus interest rate risk

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The concept of diversification has long underpinned modern portfolio theory and the widely adopted 60/40 approach to portfolio construction. At its most basic, this approach allocates 60 percent to growth... Read more continue reading