ESG Update as at 20 April 2019

ESG Update as at 20 April 2019
  • Philip Morris tobacco first Australian company to close gender pay gap

  • Facebook dropped from S&P 500 ESG Index

  • Why we need a four day work week - for the planet!

  • No country for women - yet

  • Best performing ESG investment options inside superannuation

  • New ethical fund rating system set up by advisers

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Fund Product, Company and Regulatory Updates as at 20 June 2019

Fund Product, Company and Regulatory Updates as at 20 June 2019
  • Intrust Super launches micro-investing platform for members

  • LUCRF Super updates insurance premiums

  • BetaShares and Legg Mason launches active ETF

  • BUSSQ increasing admin fees

  • Industry association closes its doors after almost a century

  • APRA imposes licence conditions on AMP Super and board

  • ASIC acts against SMSF advisers

  • Whitebox Trading off the hook

  • Super and retirement calculators soon to include inflation

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Risk Product, Company and Regulatory Updates as at 11 June 2019

Risk Product, Company and Regulatory Updates as at 11 June 2019
  • TAL launches Health Sense Plus

  • ClearView publishes research paper on commissions

  • Zurich is now the proud owner of OnePath Life

  • Spectrum Wealth Advisers closes its doors early

  • OnePath educates staff in mental health

  • FPA launches free health and wellbeing program for advisers

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Fund Product, Company and Regulatory Updates as at 4 June 2019

Fund Product, Company and Regulatory Updates as at 4 June 2019
  • Perennial launches active ETF with an ESG strategy

  • Legg Mason launches new ‘deeper green’ ESG fund

  • Moelis Australia launches insto credit fund on the ASX

  • BetaShares launches Indian ETF

  • SSGA to launch ETF model portfolios

  • Alleron IM relaunching brand

  • MLC Life appointed group insurer by Maritime Super

  • Cartel class action launched against major institutional investors

  • Natixis joins Future Females in Finance

  • Sunsuper integrates CBH Super in another merger

  • Blue Sky placed into receivership

  • NAB sells Ausmaq to German group

  • APRA zeroing in on IOOF group companies

  • Aurora fund takeover bid fails

  • Macquarie Securities pays $300,000 penalty

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Ground-breaking report into Indigenous financial exclusion - how we can do better

A research project providing a snapshot of Indigenous Australians’ financial behaviour and attitudes offers the finance industry guidance on how to do better for Australia’s First Nations.

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Risk Product, Company and Regulatory Updates as at 28 May 2019

Risk Product, Company and Regulatory Updates as at 28 May 2019
  • AIA product and service enhancements

  • Zurich opens self-service life, super and investment portal, life risk update

  • OnePath updates PDS and adviser guide

  • ANZ abandons Prime Access

  • YBR restructuring wealth arm, losing CEO

  • FASEA exam dates set for June, deadline missed for education approvals

  • ASIC seeks feedback on complaints handling

  • Kaplan Professional brings in Deloitte for FASEA bridging courses

  • AMP admits churning, ASIC seeking civil penalties

  • AFA and FPA band together for risk commissions

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ESG Update as at 28 May 2019

ESG Update as at 28 May 2019
  • Future Fund ditches male-only boards as investment companies

  • APRA says soon there’ll be no such thing as ‘sustainable’ finance - it’ll all be green

  • Australian Ethical campaigning against gambling investments in super

  • Christchurch Call gains traction

  • Ethics Centre launching FASEA-approved financial adviser course

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