After jetsetting to Europe I have touched down in Perth, returning from an inspirational week in London for National Ethical Investment Week (NEIW). As a part of the event I was invited to attend a Reception at the House of Commons, hosted by Hugh Bayley MP and the UK Social Investment Forum (UKSIF). Others who attended […]
Read MoreAustralian Ethical visit: Coal Seam Gas divestment
We were fortunate to be able to visit Australian Ethical Investments’ Canberra office a couple of weeks ago. We also checked out a couple of Canberra commercial properties that they’ve recently invested in. Australian Ethical occupies Trevor Pearcey House, a building which they purchased and then renovated in order to achieve a ’6 Star’ Green rating (see: http://australianethical.com.au/files/documents/other/Trevor_Pearcey_House_facts_and_figures.pdf). In […]
Read MoreJulia Gillard: a not so hidden agenda on Superannuation?
Although we do our best not to comment on politics (!), this one can’t escape my incredulity. Check out this article by Mike Taylor of Money Management: http://www.moneymanagement.com.au/news/superannuation-bungle-shows-gillards-hand Not a good look when the Australian Prime Minister addresses a group as “comrades”! Julia Gillard’s Socialist background has been well documented, so I won’t detail it here, […]
Read MoreQ&A: Perpetual’s Ethical SRI fund & the UN Principles for Responsible Investment
Following a recent review by Standard & Poor’s, Perpetual’s Ethical SRI Fund maintained its ‘4 star’ rating. Highlights from Standard & Poor’s Sep 2011 report include: ‘We still regard this fund as an attractive, true-to-label offering in the ethical/SRI Australian equities peer group.’ ‘We remain comfortable with the strength of Perpetual’s experienced team and its robust and […]
Read MoreJulianna Baird Nominated for National Women’s Financial Advice Award
JULIANNA BAIRD Nominated for National Women’s Financial Advice Award Julianna Baird financial adviser at JustInvest Financial Planning has been nominated for the 2011 Female Excellence in Advice Award (www.afafemaleadvice.com). This Award recognises professional excellence and outstanding work in addressing the particular issues faced by many women in achieving financial security now and in the future. […]
Read MoreCompare the Pair
When talking about financial advice, it all comes down to price – particularly when talking about your super fund fees. Or does it? Do you drive the cheapest car you can find? Eat the cheapest fast food? Live in the cheapest house? For most people, probably not – you make decisions based on the benefits […]
Read MoreNews Corp: a lesson in Corporate Governance
Today Rhett Kessler of fund manager Pengana Capital was quoted in the AFR discussing why he is buying more News Corp…ultimately he feels that the ongoing phone-hacking scandal will be a good thing for News Corp shareholders. But I question why anyone in their right mind would want to profit from such unethical behaviour? The amazing […]
Read MoreTop-rated ESG stocks outperform: Colonial
Fiduciary duty to incorporate ESG By Wouter Klijn, 01 Jul 2011 (www.investordaily.com.au) Colonial First State says incorporating ESG criteria into research will lead to better investment performance. Stocks that score high on environmental, social and governance (ESG) criteria are also the securities that perform the best, according to research by Colonial First State Global Asset […]
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