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Showing 531 - 540 of 1299 results for "Values"

RIAA, AXA IM launch adviser ESG guide

ANNABELLE DICKSON  |  THURSDAY, 15 OCT 2020
... client demand grows, advisers need to be familiar with the different options to ensure products are aligned with client values. "Funds that have been established to target specific social and environmental objectives, often called impact funds, are becoming ...

Vanguard launches new ESG offerings

ELIZABETH MCARTHUR  |  WEDNESDAY, 14 OCT 2020
... of fund offerings for Vanguard Australia to 83, including 30 ETFs. "Investors want funds that are consistent with their values without having to make the trade off with performance or their financial goals, and we continue to seek ways to deliver on ...

Stanford Brown adds partner

KARREN VERGARA  |  MONDAY, 12 OCT 2020
... clients. "After a thorough search, I am delighted to have found in Stanford Brown a boutique firm which embodies similar values, rigour and service to me. Joining the team gives me access to deep expertise across highly relevant areas for my clients ...

CountPlus adds to board, acquires member firm

KARREN VERGARA  |  WEDNESDAY, 7 OCT 2020
... acquisition of Freedom Accounting is a boost for the community. "Freedom Accounting is a quality practice with similar core values and a consistent approach to client service as Mogg Osborne," she said. "Their retiring principal, Marian Adams will remain ...

FASEA releases more Code of Ethics guidance

ELIZABETH MCARTHUR  |  TUESDAY, 6 OCT 2020
... intended to provide an explanation of the application of the code. "The Code of Ethics provides an ethical framework of values and standards to assist advisers in exercising their professional judgement in the best interests of their clients," FASEA ...

Shariah-compliant ETF launches

KARREN VERGARA  |  THURSDAY, 1 OCT 2020
... proud to be the first to launch an actively managed Shariah compliant global equities ETF." "Our team is passionate about values-based investing and providing innovative solutions to underserved investors. This ETF may be suitable for investors looking ...

CountPlus member firm makes acquisition

ANNABELLE DICKSON  |  THURSDAY, 1 OCT 2020
... only close geographically, each business has a strong reputation in their respective community. The firm's share similar values based on delivering exceptional client-focused advice," he said. Cooper Reeves managing director Christine Robinson said the ...

Industry fund adds to board

KANIKA SOOD  |  WEDNESDAY, 30 SEP 2020
... commitment to Queenslanders and his result-driven approach mean that he is a natural cultural fit for us, as our purpose and values are similarly member-driven, and results focused. "I am confident that he is the right person to help lead the fund as ...

Former Christian Super investments chief in new role

ELIZABETH MCARTHUR  |  MONDAY, 28 SEP 2020
... creating in the market," Macready said. "The more I get to know the team, the more excited I am by their desire to align values and portfolios with integrity." Paua Wealth Management is based in New Zealand and provides wealth management advisory services ...

S&P launches sustainable versions of flagship indices

ELIZA BAVIN  |  FRIDAY, 25 SEP 2020
... the performance of stocks involved in business activities that avoid controversies and are aligned with ESG investors' values in their respective parent indices. It said the move has come as US and global investors aim to further align their sustainability ...