CPD: SDG investing deep dive – understanding consumer motivations and the evolving societal and policy context

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The Responsible Investing context On a global level, the increasing focus of individuals, governments, and businesses, on acting ethically and sustainably has been well documented. This focus has manifested itself across many aspects of society, including government policy, business operations, and institutional and individual investment behaviours, fuelling growth in the responsible investment sector that has

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CPD: Impact alpha – emerging trends in SDG aligned impact investing

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Introduction The Sustainable Development Goals are 17 objectives for improving human society and ecological sustainability adopted by the United Nations in 2015. They cover a broad spectrum of sustainability topics, ranging from eliminating hunger and combating climate change to promoting responsible consumption and making cities more sustainable. Critically, these weren’t goals left in the hands of

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CPD: Impact investing and SDGs – a client conversation primer

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Introduction Since the start of 2020, investment markets around the world have experienced a surge of activity. But while most headlines focused on the influx of boredom-fuelled retail investors into equity markets, other investment categories have also witnessed a growth in interest and activity. One such category is the impact investing market, which has continued

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Factor investing in action, across regions, cycles and asset classes

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In article one of this two-part series Factor investing – an introduction[1], we introduced the concept of factor investing, exploring its origins and academic basis, the nature of commonly used factors, and the various ways investors can access factor-based strategies. In this second part we take a more in-depth look at factor investing in action,

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Factor investing – an introduction

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Introduction Any list of the hottest topics in investment management circles over the last few years is almost certain to contain ‘Factor Investing’. Sitting between highly active, alpha seeking investing and low-cost, index hugging investments, factor investing is effectively a ‘third pillar of investing’, combining the transparent, rules-based and low-cost nature of passive investing with

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Sustainable Investing in action in Australia

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Introduction In the previously published first article of this two-part series (‘Sustainable investing, concepts, considerations and conversations’), we introduced the topic of Sustainable Investing (SI), focussing on the different types of SI, its origins, and growth drivers. In this second part we will take a closer look at Sustainable Investing in action in Australia, including

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Sustainable investing – concepts, considerations and conversations

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Introduction Once considered a niche investment category – or even an indulgence – ‘Sustainable’ or ‘Responsible’ investing is now very much part of the mainstream investment landscape, with more than 60% of funds under management in Australia and New Zealand and half of FUM in Europe and Canada[1] being managed in accordance with Sustainable Investing

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