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Showing 351 - 360 of 1299 results for "Values"

Investors, advisers need further ESG education

CASSANDRA BALDINI  |  MONDAY, 18 JUL 2022
... experience. The report revealed only 14% of investors are confident their current portfolio is fully aligned with their values. It further uncovered only 20% of investors report their advisers clearly explain ESG concepts and only 38% feel their adviser ...

Australian Ethical, Christian Super confirm merger

JAMIE WILLIAMSON  |  THURSDAY, 14 JUL 2022
... Super chair Neville Cox said: "As we look to wind up Christian Super after nearly four successful decades of pioneering values-based investing in Australia, we are pleased to have found an alternative for our members that is not only in their best interest ...

Payton Capital expands to Sydney

ANDREW MCKEAN  |  WEDNESDAY, 13 JUL 2022
... expanding our reach into newer markets, with further growth on the horizon." He added: "We look forward to bringing our values-led approach, premium service and extensive product offering to investors and borrowers in New South Wales this year." Since ...

Australian Retirement Trust records -0.96% return

JAMIE WILLIAMSON  |  FRIDAY, 8 JUL 2022
... resulting in a downward adjustment to certain private equity investments to better reflect our current view of their underlying values." He said the fund's diversified portfolios weathered the storm better than most, with the Super Savings and QSuper ...

Australian Catholic Super, UniSuper sign SFT deed

JAMIE WILLIAMSON  |  TUESDAY, 5 JUL 2022
... whole process expected to be finalised by year end. "We're really pleased to progress the agreement with ACS. Our aligned values and member-first focus will help to ensure a smooth transition to UniSuper for ACS members," UniSuper chief executive Peter ...

50% of advisers now offering ESG advice

CHLOE WALKER  |  FRIDAY, 24 JUN 2022
... Ethical said. "68% of advisers agree that it's their responsibility to ensure clients' investments align with their values, and 65% agree that asking about client's ESG needs is required to fulfill their best interest duty." According to ...

Aware Super establishes dedicated real estate arm, names chief executive

ANDREW MCKEAN  |  THURSDAY, 23 JUN 2022
... said. "In Michelle, we've found just that. We're very excited to have secured her for this position. Michelle's values will resonate deeply with Aware Super members, who rely on us as their super fund to do well for them at the same time ...

Cboe to debut FLEX micro options product

ANDREW MCKEAN  |  WEDNESDAY, 22 JUN 2022
... tool to complement our larger contracts to allow for even greater precision for hedging a portfolio with smaller notional values. "Investors can now forego the OTC market and experience the efficiency, liquidity, transparency and trust that trading in ...

Dimensional launches PIEs in NZ

STAFF WRITER  |  MONDAY, 20 JUN 2022
... solution that targets sustainability outcomes. "Our message to New Zealanders is that investing well and incorporating values around sustainability need not be mutually exclusive. We have effectively implemented sustainability strategies with this dual ...

Mutual sector overcomes pandemic headwinds

ANDREW MCKEAN  |  MONDAY, 20 JUN 2022
... workforce, but we know that further gains in gender diversity will only stem from continued commitment to co-operative values that promote inclusion."