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Showing 21 - 30 of 1132 results for "Ethical"

JANA wins another NFP mandate

KARREN VERGARA  |  TUESDAY, 16 JAN 2024
... to deliver sustainable portfolio outcomes for clients over the long term, incorporating our fundamental investment and ethical beliefs, as well as helping UFS to enhance its client engagement and product development programs." JANA has about $1.3 trillion ...

2024 to be a watershed year: FAAA

JAMIE WILLIAMSON  |  THURSDAY, 11 JAN 2024
... and its ability to assist in the delivery of advice but also its potential to do damage. "There are a range of social, ethical and legal questions that we will be working through with members in this space," Abood said. The second area of focus is improving ...

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... interests of her clients, and to provide appropriate advice by not taking into consideration her clients' preferences for ethical investments. It also agreed that she failed to prioritise clients' interest by advising them to invest in the Investport ...

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
... intergenerational wealth transfer see higher client satisfaction than those who don't, according to new research from Australian Ethical. Australian Ethical released Opportunity next, exploring what is happening as an estimated $3.5 trillion in wealth ...

Future Group acquires Verve Super

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2023
... administrator, and dumped Diversa as trustee in favour of Equity Trustees. "Both Verve and Future Group share a commitment to ethical investing, with both the Verve product and the Future Super product strictly adhering to a principle of not investing ...

ASIC to crack down on superannuation misconduct

ANDREW MCKEAN  |  WEDNESDAY, 15 NOV 2023
ASIC has announced plans for strong, targeted enforcement action in the superannuation sector, focusing on member outcomes in 2024. Baring its teeth in an enforcement and regulatory update released today, the corporate regulator signalled that tackling ...

Australian Ethical backs infrastructure debt funds

RACHEL ALEMBAKIS  |  FRIDAY, 10 NOV 2023
Australian Ethical has allocated more than $100 million to two infrastructure debt funds that provide finance to renewable energy and social infrastructure projects. Australian Ethical has backed the Infradebt Ethical Fund and the Infradebt Energy Transition ...

Vanguard Super institutes advice fee function, tweaks options

ANDREW MCKEAN  |  WEDNESDAY, 8 NOV 2023
Vanguard Super has rolled out a new function that allows members to pay for advice fees via their SaveSmart account - the super fund's lifecycle MySuper investment option. As of next month, Vanguard Super members can opt to have advice fees deducted ...

Hollywood strike plays havoc with film fund

CASSANDRA BALDINI  |  FRIDAY, 3 NOV 2023
... progress is we suspended fundraising while the strike was on." He clarified that the choice to halt fundraising was driven by ethical reasons, as seeking capital from investors without the ability to deploy it would have been disingenuous. "We didn't ...

Hejaz rolls out Australia's first Sukuk ETF

ANDREW MCKEAN  |  THURSDAY, 2 NOV 2023
... Active ETF (Managed Fund) fills a substantial gap in the market by enabling Muslims and non-Muslims to access an ultra-ethical fixed-income product - considered a defensive asset - for the first time," he said. Ozyon added that the launch of the Sukuk ...