Millennials and Generation X leading impact investing charge

From

Australian millennials and Generation X are leading the rise of impact investing among local investors, according to a global study conducted by US-based asset management firm, American Century Investments. The fifth impact investing study assesses the role of impact investing on society as well as perceived financial returns, with respondents from the US, UK, Germany... Read more continue reading

Most popular recent fund launches are global equities – Strong growth in retail and ESG themed funds

From

The last 100 funds launched by Australia’s leading responsible entity provider Equity Trustees have shown global equities to be the most popular, with a sharp rise in ESG-themed funds. ‘The 100’ is a new and innovative body of research developed by Equity Trustees this year, with plans for it to be released annually. The analysis found... Read more continue reading

The pros and cons of incorporating Responsible Investment into your practice: webinar debate

From

In a recent web discussion, Evergreen Consultants, an independent investment consulting business, invited a group of responsible investing experts to discuss the pros and cons of incorporating Responsible Investment (RI) into a financial planning practice and what the upside looks like. These included Karen McLeod, Financial Planner, Ethical Investment Advisers, Alexandra Brown – Founder, Ethical... Read more continue reading

Adviser events: Investors showing more interest in ‘Conscious Capitalism’

From

In line with the continued growth of investor interest in ESG, ethical and impact investment strategies, fund manager Pengana Capital Group has announced a flagship responsible investing event series, Conscious Capitalism adviser-only conferences, to be held across three cities during June. The Conscious Capitalism events will be held in partnership with two leading international investment... Read more continue reading

AXA IM bolsters Responsible Investing in Australia with two new funds

From

AXA Investment Managers (AXA IM), with A$1.38trn in assets under management as at end of 2021 globally, has announced that it has unveiled two new funds in Australia – the AXA IM Global Green Bond Fund and AXA IM Clean Economy Equity Fund. According to the global asset manager, Australian wholesale investors are building sustainable... Read more continue reading

Clearbridge drives positive, long-term change through ESG stewardship

From

It has never been more important for asset managers to understand their portfolio companies and address the long-term environmental, social and governance (ESG) risks within them, says ClearBridge Investments. “Since we opened our first client account with a socially responsible approach more than 35 years ago, ClearBridge has been at the forefront of promoting and... Read more continue reading

T. Rowe Price joins Net Zero Asset Managers Initiative

From

T. Rowe Price Group, Inc., has announced it has joined the Net Zero Asset Managers initiative (NZAMI)[1] to support the goal of net zero greenhouse gas emissions by 2050 or sooner, in line with global efforts to limit warming to 1.5 degrees Celsius. In joining NZAMI, the firm is fortifying its commitment to providing investment... Read more continue reading

CPD: Responsible Investing – How green is your client and is it important?

From

The importance of environmental, social and governance (ESG) integration has reached universal recognition. In Australia, there’s been a proliferation of ESG products competing for investor dollars. How do you best guide your clients to find a socially responsible investment option that genuinely meets their requirements and ensures you meet your best interest duty? This article,... Read more continue reading

The world is still in the early innings of an era of sustainable investing

From

Demand for sustainable investment solutions continues to expand—across borders, asset classes and generations. According to Morningstar, assets in sustainable funds topped $357 billion in 2021, a four-fold increase from three years ago and a 35% increase over 2020’s highs. What will sustain this momentum? Ongoing shifts in consumer preferences and the remarkable speed with which... Read more continue reading

Collaborating is key to making progress, but isn’t always easy

From

Solving the world’s greatest sustainability challenges, from halting climate change and biodiversity loss to promoting well-being and inclusion, requires collaboration. These issues are so complex that nobody – not governments, NGOs or big business – can solve them by themselves. That is why we do not act in isolation. So, why do we find partnerships... Read more continue reading