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

Monthly Macro with Jonathan Tolub and Hunt Economics: A deeper dive into the three scenarios the market is cycling through: Goldilocks, Recession and Entrenched Inflation

August 2, 2024
Read More

A strong month for markets

August 2, 2024
Markets capped a very strong month with a strong week and for an apparent kaleidoscope of reasons including not as dismal as expected earnings, anecdotal evidence of slowing inflationary pressures in the US and even some economic resilience in recession bound and energy starved Europe.
Read More

Investing in Europe: Is value trumping the macro already with plenty of upside if the skies clear?

August 2, 2024
Read More

Investing in Japan: The contrarian investment is getting difficult to ignore

August 2, 2024
Japan, the contrarian trade too difficult to ignore. Interview with Platinum Asset Management and Jonathan Ramsay from InvestSense.
Read More

The start of a new regime change Part 1 - The Set Up

August 2, 2024
October has been easy from a market point of view. Recap of markets in China and Hong Kong. Andrew Hunt says so far so good for now. What's next?
Read More

US markets down while China leads the way

August 2, 2024
US markets snapped a month-long winning streak and fell back by three percent while UK, European and Asian markets were up strongly.
Read More
Category placeholder

Market Whiplash: How Markets Are Reacting to Trump’s Policy Signals

November 25, 2024
Read More
Category placeholder

The Implications of Trump's (likely) Clean Sweep: A Turning Point for the Global Economy

November 13, 2024
Read More
Category placeholder

Trump Trade Unwinds: Market Reactions to the U.S. Election Outcome

November 12, 2024
Read More
Category placeholder

Markets Hold Steady with Eyes on the U.S. Elections and Economic Updates

October 31, 2024
Read More
Category placeholder

Key Insights from the H&B NSW 2024 Wealth Symposium

October 30, 2024
Read More
Category placeholder

Markets Mixed as Australia Shows Resilience Amid Global Slowdown Signals

October 30, 2024
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