Responsible investing empowered by data-driven insights.
As more of your clients embrace responsible investing, data-driven ESG insights can empower you to construct personalised investment strategies to meet their individual ESG investment needs.
We’ve collaborated with Morningstar and Responsible Investment Association Australasia (RIAA) to bring you new ESG Ratings on HUB24.
Access the Morningstar Sustainalytics ratings system, which scores selected funds and Australian listed securities on a sliding scale of ESG risk factors, and understand if a managed fund has been certified by RIAA as a quality, true-to-label responsible investment product that meets RIAA’s Responsible Investment Standard.
Our innovative platform delivers a wide range of ESG focused investment options, and the insights you need to help your clients invest for the future.
Empower your clients to discover tomorrow’s investments today. Contact a BDM to find out more.
ESG Ratings on the managed funds investments page gives you direct visibility of Morningstar Sustainability Ratings, environmental scores, carbon scores and more. It also indicates where funds have been certified by RIAA.
ESG Ratings on the Australian Listed Securities investment page provides Morningstar ESG scoring for over 300 securities available on HUB24.
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Leveraging Sustainalytics’ ESG Risk Ratings, the Morningstar Sustainability Rating provides a snapshot of how well ESG risk is managed.
RIAA Certification indicates that a fund has implemented an investment style and process that systematically takes into account key ESG considerations, and that it adheres to the strict operational and disclosure practices required to meet the Responsible Investment Standard.
Market-leading Platform supporting ESG investing1
Our innovative stock substitution capabilities allow you to exclude specific investments both inside, and outside of your clients’ managed portfolios, with investments able to be divested into cash, pro-rated or substituted for other investments (may be subject to capital gains tax). When used in combination with ESG Ratings on HUB24, you can construct a more personal and tailored investment approach to meet your clients’ individual ESG investment needs.
Our Broad investment menu delivers choice
ESG Ratings on the Australian Listed Securities We’re committed to offering your clients choice and flexibility in how they invest, so it’s no wonder we’ve been rated #1 for the range of investments offered on our platform.2 Our wrap investment menu offers a broad range of ESG focused investments, including managed funds, Australian and US listed ETFs and managed portfolios.
ESG is more than a fund name
To effectively manage ESG needs, you have to look beyond a fund’s name or label and understand what its objective is: Does it aim to invest in companies with lower ESG risk? Does it aim to invest in companies that offer solutions to the world’s biggest challenges? Does the fund claim to have some sort of impact? Find out how ratings and certifications from Morningstar and RIAA can help you navigate greenwashing for your clients.
Investing for the future, with clients of the future
As the demand for responsible investing grows, many financial advisers are seeking ways to incorporate it into their practice and meet their clients’ needs more holistically.
We’ve brought together industry experts in environmental, sustainable and governance investing to discuss how it’s spanning generations and influencing how advisers engage with their clients.
PLATFORMS AND RESPONSIBLE INVESTING: A NEW OUTLOOK
Responsible investing has gained a lot of interest from Australians in recent years. Perhaps your clients have asked about including responsible investment solutions in their super funds or other accounts.
You may have seen a lot new “ESG”, “responsible investment” or “ethical” investment products and wondered how they differ from one another. Maybe you’ve contemplated how you could implement these strategies for your clients on HUB24.
Let’s talk about how Our Market-Leading Platform can help you.
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1 HUB24 was rated Best Platform Overall in the 2022 Investment Trends Platform Competitive Analysis and Benchmarking Report.
2 HUB24 was rated Best Overall Investment Choice by advisers in the 2022 Adviser Ratings Australian Financial Advice Landscape Report.