Skip to navigationSkip to contentSkip to footerHelp using this website - Accessibility statement
Advertisement

Ethical investing

This Month

Melior co-founders Lucy Steed and Tim King.

Investors find value in championing social good

Impact investing is on the rise as more Australians seek to drive positive change as they reap financial returns.

  • Prashant Mehra
Perennial’s Damian Cottier.

Perennial fundie’s top small-cap healthcare picks

Perennial portfolio manager Damian Cottier has increased the fund’s stake in Calix and shares why he likes Immutep.

  • Joanne Tran
Companies backing social causes such as the Voice to parliament need to better test the views of staff and customers before speaking out, according to a new survey.

Voice not ‘main game’ for ethical companies

Businesses backing social causes need to test the views of staff and customers and back up words with action, a survey has found.

  • John Kehoe
Co Heads of Macquarie Asset Management Systematic Investments  Benjamin Leung and Scot Thompson

Macquarie’s $59b number-crunchers embrace AI to beat the market

Benjamin Leung and Scot Thompson are using advances in artificial intelligence to pick stocks and drive returns that outperform the index.

  • Jonathan Shapiro
David Jenkins

Caution creeps into green finance market

As investors and regulators lift the credibility bar for borrowers, the sustainability-linked finance market faces its first real confidence test.

  • Updated
  • Jonathan Shapiro
Advertisement
VanEck’s Arian Neiron.

ETFs quietly rewrite rule books amid regulatory crackdown

ASIC’s move on Vanguard for alleged misleading marketing has the rest of the ETF sector scrambling.

  • Nina Hendy
Maria Loyez is expecting the upcoming hot, dry summer to prompt another spike in demand for sustainable superannuation products.

How to turn your super portfolio green

Forty years after Australian Ethical opened its doors, the $3.5 trillion superannuation sector is scrambling to launch and grow similar ethically invested products. What is on the market and best for investors?

  • Hannah Wootton

August

BlackRock’s headquarters in New York

BlackRock hit by backlash after fall in ESG votes

The New York City comptroller has accused the $14.7 trillion asset management group of giving in to a war against environmental, social and governance causes.

  • Nicholas Megaw, Brooke Masters and Madison Darbyshire
Pride merchandise in a Target store and transgender influencer Dylan Mulvaney advertising Bud Light beer.

Wall Street is growing to hate these three letters, so is Target

The retailer suffered a backlash from customers over its Pride merchandise, the latest company caught in a recoil in the US against those championing social issues.

  • Matthew Cranston
Regulatory bodies are cracking down on corporate greenwashing.

BlackRock, State Street scramble to manage greenwashing risk

Alarmed by ASIC’s case against Vanguard, asset managers across the board have been meeting to discuss vulnerability to prosecution.

  • Updated
  • Hannah Wootton and Joanna Mather

July

Several new super funds brand themselves as purely climate change, gender equality or vegan-focused.

Where to get the best ‘ethical’ super returns

Large industry super funds delivered the highest returns of all ethical funds over several investment periods, exceeding those from ESG-specific funds by as much as five percentage points.

  • Hannah Wootton
ASIC’s power duo: Sarah Court and Joe Longo.

ASIC sues ex-commissioner’s new employer

In an industry full of well-compensated chancers and spruikers, vanilla Vanguard is being sued regarding an ETF that charges a mere 0.24 per cent fee.

  • Myriam Robin
Margot Robbie at the premiere of “Barbie” in Los Angeles.

Barbie is a rare winner in the corporate culture wars

American business finds itself increasingly caught in the nation’s woke and anti-woke crosshairs.

  • Rana Foroohar

June

It’s worth investors sticking around as ESG reinvents itself

With AI being sold as the solution to everything, responsible investing is maturing and likely to prove naysayers wrong.

  • Giselle Roux
Stephen Jones says super fund members are entitled to know how their funds are performing compared to other options.

Labor rejects push to minimise scrutiny of ethical super funds

The government is also sticking with plans to use indices to benchmark fund performance despite calls from AustralianSuper to ditch them.

  • Hannah Wootton
Advertisement
Nicole Bradford has welcomed performance testing for ESG options, but warned there will be teething problems.

Lower returns in ethical super are about to be more obvious

Australia’s second-biggest super fund warned that sustainable funds often avoid investing in dirty - but lucrative - stocks that drive up returns in other funds.

  • Hannah Wootton
Mike Cannon-Brookes has been described by a Sky News pundit as the “king of woke”.

ESG investing isn’t ‘woke’ – it’s capitalism working as it should

Critics like to paint ethical and green investing as a form of socialism, but buying assets to influence them is a sign of a functioning free market.

  • Aleks Vickovich
Ethical Partners’ Nathan Parkin.

Why Nathan Parkin is betting big on small caps

The Ethical Partners fund manager has shrugged off the market uncertainty and has his eyes on Australian Clinical Labs’ bid for Healius.

  • Joanne Tran
Wind turbines in Constanta, Romania.

EU slams banks’ rising greenwashing practices

The European Banking Authority says there is a “clear increase” in financial institutions overstating their climate credentials.

  • Kenza Bryan and Alice Hancock
Paul Polman, former CEO of Unilever, at lunch in London with the AFR’s Hans van Leeuwen

Ex Unilever boss on doing the right thing (and making money)

As the CEO who turned Unilever green, the Dutchman received many more bouquets than brickbats – even from shareholders. Over lunch, he shares his secret sauce.

  • Hans van Leeuwen