Responsible Investment News

Posts in Ethical Investment Categories

Exclusions now the exception not the rule for NZ investors

Investment News 13 Sept, 2020
Engagement has supplanted exclusion as the most popular NZ responsible investment (RI) strategy for the first time, according to the latest annual review of the sector.

The Responsible Investment Association of Australasia (RIIA) 2020 ‘Benchmark report’ for NZ found than environmental, social and governance (ESG) integration topped negative screening as the most influential factor in creating RI portfolios.

Sustainable times: why advisers need to speak ESG

Simon O’Connor, CEO Responsible Investment Association Australasia 9 August, 2020
Amongst the uncertain times we find ourselves in, it’s no wonder the Commission For Financial Capability is telling us they are witnessing a flood of questions about money, and have aptly themed this year’s Sorted Money Week ‘Just Wondering’. In times like these, clients want to avoid risk, are inclined to rush to ‘safe’ assets, and want to be sure their money is being managed well.

So which investment approach can provide this for clients?

Is Facebook ESG?

MONEY MANAGEMENT By Chris Dastoor, 5 June 2020
Investment in Facebook by environmental, social and governance (ESG) funds shows the importance for investors to analyse what is contained in that fund.

Ethical investments are outperforming traditional funds

The Guardian - 13 June 2020 Evidence suggests that environmentally focused investing is becoming mainstream
Environmentalists cheered by huge improvements in air quality during the lockdown – and the collapse in coal power generation – have another reason to celebrate. Even the stock market has gone in their favour.

A detailed number-crunching of environmentally sustainable funds has revealed that they have outperformed traditional funds across the board – beating them during the pandemic as well as during the 10 years up to and including the coronavirus sell-off.

The data, from the global research agency Morningstar, comes amid growing evidence that environmentally focused investing – once pigeonholed by City traditionalists as only for a vegan/hippy minority – is becoming mainstream. This week, Vanguard, one of the world’s biggest fund managers, launched two ethical index funds aimed at UK investors, while Aviva, Britain’s biggest insurer, unveiled a “climate transition” fund.

COMPOUNDING CRISES ARE WHAT WE’VE ALL BEEN REHEARSING FOR – NOW IS THE TIME FOR RESPONSIBLE INVESTMENT

The role of responsible investment and sustainable finance in times of crisis. By RIAA CEO Simon O'Connor
As the globe comes to grips with the COVID-19 pandemic, the world of responsible investment and sustainable finance has been readying itself for crises such as this over some time.

Such scenarios are core business for responsible, ethical and impact investors, who spend much of their days analysing and assessing causes of disruptions to valuations that sit off the balance sheet: the environmental, social, governance and ethical issues that are fundamental to a holistic understanding of what moves markets.

Australian Ethical: Clear and present danger

13 November 2019 David Macri Chief Investment Officer Australian Ethical Investment Limited
I was in London early this month where I witnessed the climate change rallies in full swing. It was an extraordinary sight. The movement's supporters came from all walks of life. It could have easily been mistaken for a fun run if not for the placards railing against the environment crisis.


Calls mount for ACC to distance itself from fossil fuels, after Parliament report

Stuff Thomas Coughlan Nov 21 2019
ACC is facing mounting calls to sell its investment in fossil fuel companies, following the release of a Parliamentary select committee report into its ethical investment policy.

Green MP Chloe Swarbrick is calling on the fund to sell its fossil fuel investments, and if it refuses for the Government to use the law to force its hand.

The Government-owned fund controls roughly $40 billion worth of investment, with nearly $1b of that currently invested in fossil fuels.

It has $778 million invested in renewable energy.

Investing ethically is good for your wealth

Noted.co.nz By Harbour Asset Management Oct 31, 2019 Sponsored by Harbour Asset Management
Kiwis are demanding that their investment managers invest responsibly. But what does that really mean?

Investors prepared to switch for ethical funds, report shows

Good Returns October 30th 2019
More than 80% of New Zealanders expect their KiwiSaver and other investments to be invested responsibly and ethically, new research by the Responsible Investment Association of Australasia and Mindful Money has shown.

Older people deserve more credit for the rise of ethical investing

Stuff, Rob Stock Sep 19 2019
OPINION: The sparky-eyed Millennial out to save the world is overshadowing the other great investment eco-warrior: The baby boomer.

Humans love a simple story, and the trope about the socially-aware young changing the world makes for good reading.

But when it comes to ethical investing, the revolution is being driven by those with white hair as much as it is the young.