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
Weekly Market Update

Strong U.S. Jobs Report and China's Disappointing Stimulus

October 11, 2024
Read More
Weekly Market Update

Markets Brush Off Fed Rate Cut as the Outlook Remains Uncertain

September 30, 2024
Read More
Weekly Market Update

Ten Economic and Market themes shaping the next decade with Hunt Economics

September 25, 2024
Read More
Weekly Market Update

Leadership in times of volatility | Geopolitics and inflation with Ambassador Sinodinos

September 18, 2024
Why investors need to stay alert but not alarmed.
Read More
Weekly Market Update

Cooling Job Growth, Falling Yields and Market Volatility

September 17, 2024
Read More
Weekly Market Update

Fed Debates Rate Cut Amid Mixed Economic Signals

September 17, 2024
Read More
Category placeholder

Strong U.S. Jobs Report and China's Disappointing Stimulus

October 11, 2024
Read More
Category placeholder

Markets Brush Off Fed Rate Cut as the Outlook Remains Uncertain

September 30, 2024
Read More
Category placeholder

Ten Economic and Market themes shaping the next decade with Hunt Economics

September 25, 2024
Read More
Category placeholder

Leadership in times of volatility | Geopolitics and inflation with Ambassador Sinodinos

September 18, 2024
Why investors need to stay alert but not alarmed.
Read More
Category placeholder

Cooling Job Growth, Falling Yields and Market Volatility

September 17, 2024
Read More
Category placeholder

Fed Debates Rate Cut Amid Mixed Economic Signals

September 17, 2024
Read More
Category Placeholder

Markets slid again last week, with a concentrated sell off in US tech

August 2, 2024
Markets slid again last week but the selling was concentrated in US tech, most of which is down 10% or so this year. Much of last week’s selling occurred in the last 2 sessions of the week.
Read More
Category Placeholder

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
Category Placeholder

Inflation - Flash Update

August 2, 2024
In light of the recent inflation data coming out of the US, we dive in to why the market is so upset about a 0.1% increase in prices, and what this means from an Australian investor's perspective.
Read More
Category Placeholder

Interest rate sensitivity persists into the new year

August 2, 2024
During the last few weeks, the prospect of rising interest rate expectations continued to grip markets, as the soft landing/rapid disinflation thesis was tested.
Read More
Category Placeholder

Strong start to the year continues despite recession concerns

August 2, 2024
As the world’s elite gathered in a snowless Davos, markets focused on much more immediate concerns, starting with the continuing wave of layoffs in corporate America. Amazon, Microsoft, Alphabet (Google’s parent company), Salesforce and Goldman Sachs, among others, took turns to announce staff cuts. It would appear boardrooms and CEOs are lending some credence to the possibility of a recession in 2023.
Read More
Category Placeholder

Equities turbulent but resilient as interest rates rise

August 2, 2024
Last week the S&P 500 traded in a 3% range, having done a 2% round trip on Thursday, followed by a 3% fall on Friday after the inflation data release and then another almost 2% round trip yesterday. Emerging markets were the worst performing, down 4% for the week. Taking a step back though, most equity markets haven’t given back that much of their gains from January, while Europe and the Nasdaq remain up 10% for the year.
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