ESG

The number one expectation Australians have of financial advisers in 2022 is quite straightforward, according to the Responsible Investment Association Australasia (RIAA); they must know about responsible investment. That is according to the more than one thousand people interviewed for the latest Values to Riches survey, 64 per cent of which suggested this was a…

Everybody loves a good story – investors particularly so. But sometimes a good story can lead to a crowded trade, or one that defies reality. “In finance, behaviour is driven by expectations of future returns, and expectations are often driven by stories, particularly during times of heightened uncertainty,” Charalee Hoelzl, investment manager at Ruffer Investment…

At the COP 26 UN Climate Change meeting in Glasgow last November 2021, parties came together to accelerate action towards the goals of the Paris Agreement and the UN Framework Convention on Climate Change. At Glasgow, global funds manager Janus Henderson put together a panel of experts to take a closer look at decarbonisation in…

Martin Currie has released its Global Emerging Markets 2022 Outlook research note, which gives investors enough reasons to be invested in 2022 and what to expect for the year ahead. If 2021 was anything to go by, the market learnt that Covid-19 is here to stay with an ongoing health impact. This would ensure a…

While the government’s Your Future, Your Super (YFYS) reform package, which took effect last July, has been widely derided by the industry, it is the first step in a move to requiring the industry to improve its efficiency, transparency and accountability. One of the unexpected consequences of the YFYS changes is the fact that it…

Melbourne-based global equity manager, Bell Asset Management, best known for its small and mid-cap equity strategies, has a launched a new ‘sustainable’ equity strategy. The Bell Global Sustainable Fund will add to the firm’s growing suite of products and offer another option for diversification, as a number of leading equity managers continue to underperform. With…

Australian Ethical’s Master Class session, hosted by The Inside Network, was titled “Investing for a better world.” It brought together external industry influencers to discuss how technologies will shape and dominate the next few years, with a particular focus on blockchain and recycling products. It was a practical panel session to give investors a real…

Since their adoption, the 17 Sustainable Development Goals (SDGs) have been a mixed bag with a long list of lessons learned by United Nations member states and private market investors alike.  The 17 SDGs present an opportunity to invest in the sustainable future of people and the planet. The opportunities cover a wide array of…

The Responsible Investment Association of Australasia delivered an early Christmas present for ESG investors and trustees alike, confirming the long-debated question as to whether ‘green’ or ‘responsible’ super funds outperform. The answer was a resounding yes for those funds that are categorised as leaders according to the RIAA’s extensive survey and due diligence process. The…

At the recent Inside Network ESG Master Class, Australian Ethical’s chief investment officer, David Macri, alongside Mike Murray, head of equities, together with Garvin Jabusch, chief investment officer of  US-based asset manager Green Alpha’s long-only equity strategy, presented the case for investing sustainably across their funds. Green Alpha uses a simple yet effective long-only investment strategy. Jabusch…

“Following the money” was the resounding theme during the first, exclusive session of Australian Ethical and The Inside Network’s inaugural ‘Investing for a better world’ Masterclass. Set over the three separate sessions across three weeks in the lead-up to Christmas, the Masterclass has been adeptly structured to bring together industry experts spanning the financial, investment…

“It pays to be green,” was once a premature conclusion, but now that conclusion couldn’t be any closer to the truth. According to Evergreen Consultants, a survey of the firm’s ERIG (Evergreen Responsible Investment Grading) Index data showed responsible investment Australian equity funds to have outperformed the S&P/ASX 200 Index over the past three years….