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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

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16 Nov 2021

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

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11 Oct 2021

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

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14 Sep 2021

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

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13 Jul 2020

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

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16 Jun 2020

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

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12 May 2020

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

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08 Apr 2020

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CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]
CPD: ASIC’s 2026 review of qualification compliance – practical implications
Imagine you were qualified but nobody told ASIC Imagine you had met the exacting educational standards to practice as a financial adviser, but someone didn’t tell ASIC, or at least, [...]
CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]