Whitepaper: 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.

We’re here to help with new research.

We recently created a research report that brings together the perspectives of financial advisers, investment managers and research houses who provided their thoughts on the state of the market, how they approach responsible investing, the challenges and the opportunities that lie ahead.

The responsible investment landscape has evolved because of increased interest from investors. Key findings from the 2020 Responsible Investment Association Australasia’s (RIAA) report titled ‘From Values to Riches 2020 – Charting consumer expectations and demand for responsible investing in Australia’ include:

Learn more in our new research paper.

Key topics covered include:

• The responsible investing landscape
• A surge led by motivated consumers
• State of the market
• Identifying client values
• Choice is key
• Getting started
• Adviser Case Study 1: Building a practice with a difference
• What does the future look like?
• Adviser Case Study 2: Keen to do more in responsible investing?

Download whitepaper: “Platforms and responsible investing: A new outlook”

We’re here to help.