ESG Update as at 16 July 2019

ESG Update as at 16 July 2019
  • Vision Super joins investors in calling out Amazon on human rights

  • Christian Super launches two new ethical options

  • FTSE Russell launches new climate risk government bond index

  • Global emissions targets - Australia shamefully not even on list

  • Philip Morris ‘attempting to normalise tobacco use’ with new heating methods

  • RIAA data shows responsible investments consistently outperform

  • List fund managers scoring low on disclosing ESG factors

Read More

Fund Product, Company and Regulatory Updates as at 1 July 2019

Fund Product, Company and Regulatory Updates as at 1 July 2019
  • Hostplus launches new SMSF solution

  • Vanguard drops fund fees

  • Fidelity launches company rating system

  • OpenMarkets launches trading platform

  • Sunsuper cuts fees

  • GuildSuper and Childcare Super increase group insurance premiums

  • Clime Capital and CBG Capital to merge

  • MTAA Super and Tasplan consider merger, Statewide Super quits merger talks

  • AIC accepts EU from CBA

  • APRA tightening super fund acquisition regulations

  • ASIC extends suspension of BBY AFS licence

  • ASIC seeking feedback on new product intervention powers

Read More

ESG Update as at 1 July 2019

ESG Update as at 1 July 2019
  • Future Super renewable energy investment app

  • Big companies gearing up for slavery reporting

  • APRA’s Geoff Summerhayes talks climate risk

  • Rest now fully owns Collgar Wind Farm

  • Norwegian sovereign wealth fund end exclusions for Rio Tinto and friends

  • Monash study delves into consumer ESG buying trends

Read More

Risk Product, Company and Regulatory Updates as at 25 June 2019

Risk Product, Company and Regulatory Updates as at 25 June 2019
  • OnePath trauma definition update

  • Zurich launches wellness program

  • AFA and MetLife launch grant program for female advisers

  • FASEA approves diplomas, bridging programs

  • CFP completes EU

  • ASIC approves AFCA rules for small businesses and consumers for old complaints

  • Update on AFA and FPA task force

  • Guarded loses key person and then AFSL

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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.

Read More

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

Read More

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

Read More