One-third of consumers choose to buy from brands they believe are doing social or environmental good. This report from Unilever shows that increasingly people care about the impact on the planet that results from the products they buy. A recent Lowy Institute survey revealed 59% of respondents believe climate change is a "serious and pressing problem". In … Continue reading The Disconnect between Values and Investments
Jed Emerson is an internationally recognised thought leader in impact investing and the originator of the concept of Blended Value. "I coined the term Blended Value to reflect what I felt was the reality that value was whole and that what all of us were bumping up against was a bifurcated world which asked us … Continue reading What is the Purpose of Capital?
Responsible investment is a process that takes into account environmental, social and governance (ESG) issues into the investment process¹. The PRI (Principles for Responsible Investment) lists the following factors² behind the growing momentum in responsible investing: recognition in the financial community that ESG factors play a material role in determining risk and return; understanding that … Continue reading Why Invest Responsibly?
Investors are realising they can do good with their capital without having to sacrifice the financial return. And fund managers and institutions are responding with new products to cater for a significant increase in demand. The Benchmarking Impact Report 2018 has just been published by the Responsible Investment Association Australasia. It provides an in depth analysis … Continue reading Impact Investment Market Quadruples in 4 Years
Serious momentum is building in the responsible investment space. According to the Responsible Investment Association Australasia (RIAA), 9 in 10 Australians expect their super/investments to be invested responsibly and ethically. This is no longer a fringe issue. The trend is the same in the US. The Sustainable Signals survey by Morgan Stanley last year, found 75% … Continue reading Responsible Investing – The Rising Tide
In the past week, we’ve seen volatility return to equity markets. Nothing unusual about that. The reason it felt strange is we’ve had an extended period of low volatility. The index has been in a pretty steady uptrend. Investors have forgotten what it feels like to drop more than 2% in a day. (Short term … Continue reading When the Sharemarket Falls, Try This (Don’t Blow Your Top)
Let's face it - there are so many different types of investment funds in the market, it's hard to keep up. Even as a professional, I still have trouble working out what the latest "market driven quant neutral real" strategy means?? So to put it in terms that are easier to understand - what musical … Continue reading If Investment Funds Were Musical Styles
A collection of articles on impact investing - from starting out to taking a deep dive. New to Impact Investing? Impact Investing Australia Impact Investing Glossary - Impact Investment Forum (RIAA) 10 Reasons Why You Should Consider Impact Investing - Forbes Making Sense of the Many Kinds of Impact Investing - Harvard Business Review Investors Don't … Continue reading Reading List: Impact Investing
When deciding which investments are right for you, it is important to understand the trade off between risk and return and how to manage investment risk. A risk profile can help identify the type and mix of investments that will best help you achieve your financial and lifestyle goals. What is risk? Investors face many … Continue reading Risk and Return
No, neither did I but it was a big headline in the last couple of days after a release from RP-Data Rismark. What is likely to happen over coming years however is that price growth for houses and units slows from that of the past 10-15 years. Rather than borrowing more to buy or build … Continue reading House Prices up 1% in June – did you Notice?