Sustainable investing

Increasing the awareness and demand for sustainable investments
 

Watch the video —

Sustainable investing: Where to from here?

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.

Sustainable investing options

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.

An informed perspective

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

RIAA’s Responsible Investment Benchmarking Report 2021

Download PDF

RIAA Financial Adviser Guide

Download PDF

RIAA Responsible Investing Fact Find Form

Download PDF

FASEA Code of Ethics and Responsible Investing Guide

Download PDF

Sustainability webinars


Navigating the sustainable investment landscape

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.


Dimensional sustainable SMA on Macquarie Consolidator II Engage

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.


Pendal sustainable SMA on Macquarie Consolidator II Engage

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).

Work with a trusted leader

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.

View our insights

Download our Guide to Sustainable Investing to learn more about the sustainable investing landscape.

Talk to us today

To speak with one our team about Macquarie’s sustainable investing options, complete this form and we will be in touch.

Additional information

Unless stated otherwise, this information has been prepared by Macquarie Investment Management Limited ABN 66 002 867 003 AFSL 237 492 RSEL L0001281 (MIML). It is provided for the use of licensed and accredited brokers and financial advisers only. In no circumstances is it to be used by a potential client for the purposes of making a decision about a financial product or class of products.

The Macquarie Wrap products referred to on this page are issued by MIML. The Macquarie Separately Managed Account is issued by Macquarie Investment Services Limited ABN 73 071 745 401, AFSL 237495 (MISL). This information doesn’t take into account individual needs or financial situations - consider our Product Disclosure Statement (or other applicable offer document(s)) available on the Macquarie website, to decide if our products are right for you and whether you should acquire or continue to hold a product.

Target Market Determinations for Macquarie issued products are available at our Design and Distribution hub.