Since its founding 35 years ago, Australian Ethical has been at the forefront of responsible investing. The firm was an ESG investor before ESG became the buzzword it is today. In 2020, AE’s experience and approach came to the fore, with assets under management doubling on the back of strong investment performance and positive impacts….
The regulatory focus has once again returned to the industry or union superannuation fund sector in recent weeks. The Australian Securities and Investment Commission disclosed that they had been investigating the investment decisions of super fund executives at as many of 23 funds amid the pandemic. The incredibly uncertain times that occurred in March 2020…
After an incredibly busy few months for the financial advice industry, the regulatory structure and single disciplinary body is beginning to take shape. The passing of the Better Advice Bill finally disbanded the Financial Adviser Standards and Ethics Authority (FASEA), passing the torch to ASIC’s Financial Services and Credit Panel. The FSCP will be tasked…
Infrastructure remains among the hottest topics in investment banking and equity circles in 2021. Three blockbuster deals involving AusNet (ASX: AST), Sydney Airport (ASX: SYD) and Spark Infrastructure (ASX: SKI) have once again evidenced that demand from massive private investors like AustralianSuper and the Future Fund isn’t going anywhere. Industry insiders are suggesting the deals…
The US$4331 billion ($593 billion) global manager Neuberger Berman recently saw its diversified fixed income fund upgraded by Lonsec. Widely known for its $9052 million listed investment trust, the NB Global Corporate Income Trust (ASX:NBI), the group’s unlisted vehicle has seen strong demand from the advice industry. The Neuberger Berman Strategic Income Fund, which is…
Australian Ethical, one of the leaders in ethical superannuation and investments both domestically and around the world this week flagged a change to their ‘Advocacy’ fund. Launched in 2010, the purpose of the Advocacy Fund was to invest into a diverse portfolio of Australian and overseas listed companies that met the requirements of the Australian…
Exposure draft legislation for the long-awaited Better Advice Bill was released this week, with advisers gaining greater certainty into the future of the industry. The legislation marks the end of the Financial Adviser Standards and Ethics Authority, or FASEA, with ASIC itself set to take over from 1 January 2022 when the law is expected…
Ox Capital has officially launched its ‘Dynamic Emerging Markets Fund’ in September 2021. In association with Challenger-owned Fidante Partners, Dr Joseph Lai, who until recently managed the Platinum Asia Fund, and Doug Huey will combine to lead this specialist strategy. The team has grown quickly to five staff since being founded, with Kate Goodwin and…
Deakin University, the largest provider of postgraduate qualifications to the financial planning sector this week announced a partnership with the SMSF Association. Along with Kaplan Professional, Deakin will allow students in their Master of Financial Planning degrees to complete SMSF Association accredited requirements. The course will include a unit that meets the educational requirement to…
Global asset manager Janus Henderson (ASX:JHG) this week announced the launch of its three-decades-old sustainable equity strategy. With about $569 billion in assets under management, the group is among the global leaders in fixed income and equity markets. The Janus Henderson Global Sustainable Equity Strategy, which currently has $4.9 billion in assets under management, will…
