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Friday, 17 September 2021
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A fund that is 'passive' does not mean its managers merely invest as directed by the index with little concern for ESG risks. Good stewardship is valued as much by 'indirect' investors as direct shareholders.
Many professional investors thought that environmental, social and governance trends would take a step back in the pandemic, but the opposite occurred. It highlighted factors with a material impact on financial results.
Try having a direct conversation with a board member without going through the company's PR team. Boards can become managed and co-opted by company executives and forget who they work for.
If ESG, ethical investing, philanthropy and CSR aren’t creating the magnitude of change needed, is there an alternative way of bridging the gap between profit growth and social benefit?
Businesses and directors must take steps to deal with new restrictions as a result of COVID-19. Here are six actions all companies should consider in these trying times.
Many of Australia's bank directors lack crucial skills in technology, operations and HR as part of a broader shortage of experience that is as important in dodging scandals as in business success.
Two of Australia's most experienced and successful chairs explain what makes a good board, what to watch for in bad ones, with advice for aspiring board members: understand first what motivates you.
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?
The Commonwealth Bank's reputation has taken a battering at the Royal Commission, and a veteran of 13 years on the top table of the Bank's Executive Committee explains what went wrong and where we should head.
The Royal Commission focusses heavily on poor incentives amid a sea of damnation and exhaustively-documented case studies, but does not provide answers, especially on the vexed issue of best interests.
Who knew? With some surprise results, the Government is on unexpected firm ground in asking people to draw on all their assets in retirement, although the comments show what feisty and informed readers we have.
It's a remarkable statistic. In any year since 1875, if you had invested in the Australian stock index, turned away and come back eight years later, your average return would be 120% with no negative periods.
Never stand between Australian households and an uncapped government programme with $3 billion in ‘free money’ to build or renovate their homes. But excess supply is coming with an absence of net migration.
Picking macro trends is difficult. What may seem logical and compelling one minute may completely change a few months later. There are better rewards from focussing on identifying the best companies at good prices.
Some high-quality companies have emerged even stronger since the onset of COVID and are well placed for outperformance. We call these the ‘COVID Opportunists’ as they are now dominating their specific sectors.
Critics of franking credits are missing the main point. The taxable income of shareholders/taxpayers must also include the company tax previously paid to the ATO before the dividend was distributed. It is fair.