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Social Impact

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Beyond the acronym, navigating important ESG choices

A topic that was once considered niche is now an enduring component of the investment decision-making process. Here we cover the fundamental investment approaches and strategies that consider ESG matters.

Investment learnings from the COVID-19 crisis

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.

Sustainable investing focuses on the future

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.

Investing by thematics rather than indexes

The concept of thematics is gaining traction with investors as a way of tailoring a portfolio to suit the trends that resonate at an individual level, rather than accepting everything contained in an index.

Responsible investing is now retail and mainstream

Banks are walking away from resources projects, super funds are dumping stocks based on human rights issues and climate change related shareholder resolutions are gaining wide support.

Divesting from fossil fuels and from rational economics

John D Rockefeller turned in his grave when the news drifted in that the Rockefeller Brothers Fund was divesting from fossil fuel companies. What are the responsibilities of companies, funds, directors and trustees?

Impact investing – Australian market in 2014

Cuffelinks reader, Josh, asks: "Can you tell me about Impact Investment, how do I do this, and where do I go?" The market is gradually unlocking the challenges and potential of this sector.

Unseen environmental costs of companies

The activities of any company have an element of environmental and social cost not quantified in the profit and loss statement. In 2010 a global corporation pioneered a new form of reporting, which is gaining support.

Most viewed in recent weeks

Australian house prices close in on world record

Sydney is set to become the world’s most expensive city for housing over the next 12 months, a new report shows. Our other major cities aren’t far behind unless there are major changes to improve housing affordability.

The case for the $3 million super tax

The Government's proposed tax has copped a lot of flack though I think it's a reasonable approach to improve the long-term sustainability of superannuation and the retirement income system. Here’s why.

7 examples of how the new super tax will be calculated

You've no doubt heard about Division 296. These case studies show what people at various levels above the $3 million threshold might need to pay the ATO, with examples ranging from under $500 to more than $35,000.

The revolt against Baby Boomer wealth

The $3m super tax could be put down to the Government needing money and the wealthy being easy targets. It’s deeper than that though and this looks at the factors behind the policy and why more taxes on the wealthy are coming.

Meg on SMSFs: Withdrawing assets ahead of the $3m super tax

The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.

The super tax and the defined benefits scandal

Australia's superannuation inequities date back to poor decisions made by Parliament two decades ago. If super for the wealthy needs resetting, so too does the defined benefits schemes for our public servants.

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