Thursday, 19 September 2019
Recently trending Most investors are wrong on dividend yield as incomeMy 10 biggest investment management lessonsLessons from the Future Fund for retail investorsFour companies riding the healthcare boomFive reasons SMSFs are making asset allocation changes
The role of Chief Operations Officer is not well understood, but it involves everything from keeping the office running day-to-day to long-term strategic planning, and the ability to multitask is essential.
ETF users are younger and female, attracted to responsible investing, global equities and fixed income, as the sector continues to evolve rapidly. It will probably exceed $50 billion soon.
There is no single and correct way for a company to adopt good ESG practices, but it's clear that major institutional investors are increasingly judging companies by ESG criteria.
What is the difference between ESG as measured by the Dow Jones Sustainability Australia Index, and taking an approach that includes ethical factors?
More investors than ever are expecting fund managers to allow for Environmental, Social and Governance (ESG) issues, but what are the major factors for 2019?
A better approach to sustainable investing is to actively select for better ESG scores and identify companies with a positive impact. Fund managers have an important advocacy role.
The definition of capitalism needs modernising, including how a company treats its personnel and customers. Socially responsible companies significantly outperform the averages in job creation and ROE.
Both retail and institutional investors are demanding fund managers respond to ESG issues. A new generation will insist on better standards and will not accept a compromise in returns.
Most Australians, especially millennials, expect their super funds to actively target ethical investing. The repercussions for prices and portfolio construction cannot be ignored.
Investing responsibly or ethically does not mean forsaking returns, and there are now many ways to gain exposure to shares which back an investor's personal preferences.
For many investors, allocations to emerging markets over the years have proved disappointing. An emphasis on corporate governance and social issues can help unlock some of the potential.
There is gathering evidence that socially responsible investing (SRI) is not just about doing the right thing, but it does not detract from returns and investors who focus on it are likely to be rewarded.
The current yield on a share or trust is simply the latest dividend divided by the current share price, an abstract number at a point in time. What really matters is the income delivered in the long run.
A Chris Cuffe classic article that never ages. Every experienced investor develops a set of beliefs about how markets operate.
The Annual Report from Australia's sovereign wealth fund reveals new ways it is investing in fixed income and alternatives. The Fund considers its portfolio as one overall risk position with downside protection in one asset class allowing more risk in another.
There are strong demographic trends in ageing and consumer spending and investing in the right healthcare companies can ride this wave as well as produce better health outcomes for people.
Substantial changes are underway in SMSFs which until recently held a narrow range of assets dominated by cash, term deposits and Australian equities. Trustees have never faced so many choices.
Changes implemented by super reforms since 1 July 2017 have brought greater incentives for spouses to equalise their superannuation balances, including tax and estate planning benefits.
Specially-selected collections of the best articles
Accredited CPD hours reading Firstlinks
Firstlinks articles are collected in Pandora, Australia's national archive.