Helping your clients assess the climate impact of their Portfolio

November 15, 2021
Nathan Fradley explains how the ethosesg technology can help you assess and design an ethical portfolio that aligns to an investor’s personal values.
This post is also available as a podcast on:
Apple
Spotify
Google Podcast

Helping your clients assess the climate impact of their Portfolio

‍

With greater focus being placed on COP 26 and the ongoing fight against climate change, it is no wonder that clients are starting to ask important questions about the impact of their investment portfolios. Investors are starting to care more about what they are investing in and what impact those investments may have on the environment.

‍

As a financial adviser it is important to be able to answer these questions and to provide investment alternatives to clients who are looking for greener investment alternatives.

‍

Nathan Fradley explains how the ethosesg technology can help you assess and design an ethical portfolio that aligns to an investor’s personal values.

All
weekly update
Market focus
Better World
Business insights

Value and growth in emerging markets with Trinetra - the best of both worlds?

August 2, 2024
Jonathan Ramsay is joined by Trinetra Investment Management's Tassos Stassopoulos to discuss value and growth in emerging markets and whether the asset class offers investors the "best of both worlds."
Read More

Recession fears build, yet equity markets end the week higher

August 2, 2024
Fears of a US recession later this year gathered pace last week and the US equity market jumped by almost 7% and the Nasdaq was up some 9%.
Read More

There was nowhere to hide last financial year

August 2, 2024
There were very few major asset classes that have offered positive returns over the year with cash being one of the few places to hide and perhaps gold.
Read More

Valuation vs foresight - part 1

August 2, 2024
Read More

Are the tides changing or is it just a mini rally?

August 2, 2024
Markets jumped last week, especially those in the US where the Nasdaq was up almost 3%, for reasons that no-one can quite agree on.
Read More

July 2022 Global Macro Update

August 2, 2024
Read More
Category placeholder

Markets finish off the month with a strong week

August 2, 2024
Markets capped off a strong month with an even stronger week, with the leading US market up 4% for the week and 9% of for the month.
Read More
Category placeholder

US jobs report surprises on the upside

August 2, 2024
Markets were fairly buoyant for most of the week before a very strong US jobs report upon Friday doused investor hopes that the Fed might pause its interesting rate hiking cycle.
Read More
Category placeholder

Is inflation still bubbling under the surface?

August 2, 2024
Markets started the week on the back foot but rallied into the end of the week after what many called a ‘soft’ CPI print. Year on year inflation came in at 8.5%, below the 9.1% from the month before and slightly below the 8.7% that had been expected.
Read More
Category placeholder

US dips down while Australia dances to a different tune

August 2, 2024
Markets were down last week and, as we all have come to expect, speculation around inflation was the lightning rod that fed into interest rate expectations and then onto US tech stocks especially.
Read More
Category placeholder

Fed ready to do whatever it takes

August 2, 2024
Last week there was much speculation about whether Fed Chair Jerome Powell’s annual Jackson Hole speech would be a market moving event or not, and it turned out it was, for equity markets at least.
Read More
Category placeholder

Rate expectations push markets down for the month

August 2, 2024
Markets were fairly soft all week, but the real action happened just after the European close when Gazprom announced it would not reopen the Nord Stream 1 pipeline, which had been closed for maintenance due to ‘malfunctions’.
Read More
Category Placeholder

Bad news equals good news

August 2, 2024
In recent years professional investors have got increasingly used to the fact that good news is bad news for markets because higher interest rates are likely to be necessary, and of course vice-versa. However, last week the effect was stronger than ever and stocks rallied mid-week amidst reports of widespread lay-offs and expectations of a weak US jobs report.
Read More
Category Placeholder

‘Buy the dip’ opportunism start surfacing

August 2, 2024
The US market finally market caught a bid last week. Early in the week the market was down few percent after an earnings miss by ad dependent social media platform Snap (of Snapchat fame) combined with weak guidance raised more doubts about the economy and economic resilience of tech companies.
Read More
Category Placeholder

US momentarily dips into official bear market territory

August 2, 2024
The seventh negative week in a row for the US sent it briefly into official bear market territory before it recovered slightly late on Friday. The world’s largest stocks (Apple, Microsoft Amazon and Google) are all down 25%.
Read More
Category Placeholder

Helping your clients assess the climate impact of their Portfolio

August 2, 2024
Nathan Fradley explains how the ethosesg technology can help you assess and design an ethical portfolio that aligns to an investor’s personal values.
Read More
Category Placeholder

It's going to be a long six months

August 2, 2024
Join Jonathan Ramsay and Andrew Hunt as they discuss what the future holds for the Chinese growth model, Where to from here, and what will the implications be for the west…
Read More
Category Placeholder

What is a fair way to compare funds?

August 2, 2024
How Can We Do Apple With Apples Comparisons For Industry Funds With Different Asset Allocations And Levels Of Illiquid Investment?
Read More
Category Placeholder

Helping your clients assess the climate impact of their Portfolio

August 2, 2024
Nathan Fradley explains how the ethosesg technology can help you assess and design an ethical portfolio that aligns to an investor’s personal values.
Read More
Category Placeholder

Carbon credits and investing – is it the outcome we expect?

August 2, 2024
ETFs that invest in carbon credits are now available. Why should we assume that their price will go up over time? And does buying a carbon credit ETF actually contribute positively to emissions reduction? Will it actually generate the outcome investors are expecting? This article explores the issues around investing in carbon credits.
Read More
Category Placeholder

Better World makes a difference with investment in renewables

August 2, 2024
There are many direct assets and funds that contribute positively to climate action within the InvestSense Better World Portfolios. Meridian Energy is one of the stand-out direct assets in the portfolio with a climate energy focus.
Read More
Category Placeholder

Bad news equals good news

August 2, 2024
In recent years professional investors have got increasingly used to the fact that good news is bad news for markets because higher interest rates are likely to be necessary, and of course vice-versa. However, last week the effect was stronger than ever and stocks rallied mid-week amidst reports of widespread lay-offs and expectations of a weak US jobs report.
Read More
Category Placeholder

‘Buy the dip’ opportunism start surfacing

August 2, 2024
The US market finally market caught a bid last week. Early in the week the market was down few percent after an earnings miss by ad dependent social media platform Snap (of Snapchat fame) combined with weak guidance raised more doubts about the economy and economic resilience of tech companies.
Read More
Category Placeholder

US momentarily dips into official bear market territory

August 2, 2024
The seventh negative week in a row for the US sent it briefly into official bear market territory before it recovered slightly late on Friday. The world’s largest stocks (Apple, Microsoft Amazon and Google) are all down 25%.
Read More
Category Placeholder

How Mark Lewin saved 13 hours a week with Managed Accounts

August 2, 2024
Mark Lewin was a financial planner, but is now the Director of Back Office Heros. In his planning business he gained significant efficiencies by recommending and implementing managed accounts for his clients. He tells us how...
Read More
The InvestSense Logo
Social Links
󰌻
Find Us
Level 24, Three International Towers
300 Barangaroo Avenue
Barangaroo NSW 2000
Contact Us
󰇮
info@investsense.com.au
󰘂
(02) 8067 8462
© 2024 InvestSense Pty Ltd. All Rights Reserved.
InvestSense Disclaimer & Privacy Policy
Icon of a letter
Close

InvestSense insights, delivered straight to your inbox.

Icon of a letter
Close

Get the latest industry news

Icon of a letter
Close

Get the latest industry news

Icon of a letter
Close

Get the latest industry news