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Jason Todd, Macquarie’s Head of Wealth Management Investment Strategy, shares why ESG investing is in an explosive growth phase. He discusses the four key ESG thematics and what is coming up next for investors.
To meet your clients’ growing needs, Macquarie has launched six new sustainability-themed SMAs with Pendal Group and Dimensional. The SMAs are exclusively available on Macquarie’s Wrap platform and are open to all advisers using Macquarie Wrap.
As you begin your sustainable investing journey, it is important to understand best practice industry standards so that you can help your clients make educated decisions. Stay informed with these Responsible Investment Association Australasia (RIAA) and The Financial Adviser Standards and Ethics Authority (FASEA) guidelines.
Documents and tools | Link |
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RIAA’s Responsible Investment Benchmarking Report 2021 |
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RIAA Financial Adviser Guide |
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RIAA Responsible Investing Fact Find Form |
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FASEA Code of Ethics and Responsible Investing Guide |
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Watch time: 1 hour
Elaine Prior, an award-winning environmental, social and governance (ESG) pioneer and a consultant at Alphinity Investment Management explores how increasing awareness and demand for sustainable and ESG investments is driving an explosive ESG growth phase.
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Watch time: 1 hour
Bhanu Singh, Dimensional Fund Advisors’ Head of Asia Pacific Portfolio Management explores how these new SMAs can deliver successful investment and sustainability outcomes for your clients. Bhanu is joined by Cassandra Williams from the Responsible Investment Association Australasia (RIAA), who provides an overview of the responsible investing landscape.
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Watch time: 1 hour
Jeremy Dean, who leads the Responsible Investment Distribution strategy for Pendal Group discusses how you can invest in high quality multi-asset portfolios with a sustainability lens. Jeremy is joined by Cassandra Williams, Certification and Ratings Manager at the Responsible Investment Association Australasia (RIAA).
At Macquarie, we understand that every advice business is different. Talk to us about how we can help you integrate sustainable investing into your practice.
Download our Guide to Sustainable Investing to learn more about the sustainable investing landscape.
To speak with one our team about Macquarie’s sustainable investing options, complete this form and we will be in touch.
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