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:



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.

Weekly Market Update

Financial Markets Digest Fed's Hawkish Cut as Central Banks Make Final Moves of 2024

December 19, 2024

Weekly Market Update

2024 in Review and What to Expect in 2025 with Hunt Economics

December 19, 2024

Weekly Market Update

Central Banks Poised to Cut Rates Amid Sluggish Growth

December 10, 2024

Weekly Market Update

Markets Outlook: Near-Term Liquidity, Medium-Term Risks, Long-Term Inflation Prospects with Economist Andrew Hunt

December 10, 2024

Weekly Market Update

Markets Adjust as Trump Rhetoric Heats Up and Central Banks Signal Slower Pace of Cuts

December 4, 2024

Weekly Market Update

Markets Reflect Diverging Economic Paths for U.S. and Europe

November 26, 2024

Category placeholder

Rising Rates Rattle Stocks as Geopolitical Risks Emerge

August 2, 2024

This week rates have headed resolutely upwards, and stocks have not liked it much with most markets heading steadily downwards throughout the week.

Category placeholder

Stocks Stumble, Bonds Steady as Growth Fears Loom

August 2, 2024

Equity markets declined over the past week, with the S&P/ASX 300 down -3.3% and the MSCI World Ex Australia index falling 2.7% in local terms, but only -0.9% in Australian Dollar terms for the unhedged Australian investor. Most of the falls happened overnight as a higher-than-expected GDP number put upward pressure on short-term rates.

Category placeholder

October's Financial Flux: A Precursor to Change in Investor Fortunes

August 2, 2024

During October, global markets experienced a downturn amidst inflation worries and the threat of rising interest rates, leading to a 2.7% fall in global equities and a 3.8% drop in Australian stocks, with tech sectors and major companies like Nvidia and Tesla taking notable hits. Despite the gloom, the materials sector saw gains, and gold shone brightly as a safe haven, appreciating by 7.3%.

Category placeholder

Australian Dollar Slides on Divergent RBA and Fed Policy Messaging

August 2, 2024

Most markets were up slightly this week as the US tech stocks led the way for most of the week before falling back overnight as Jerome Powell struck a more hawkish tone, implying that while rates in the US may be near their peak they might have to stay there for a while longer.

Category placeholder

Markets Trek Higher on Approach to Peak Inflation

August 2, 2024

Stocks continued their strong November rally this week, as hopes grew that inflation has peaked and the Fed is nearing the end of its rate hiking cycle. The S&P 500 rose 1.9% on Tuesday following the cooler than expected US CPI print, bringing its gains for the month so far to 7%.

Category placeholder

Altman Drama Shakes Up Silicon Valley

August 2, 2024

It has seemed all week that, in quiet US holiday trading, the only thing moving markets was the ‘will they/won’t they’ speculation about the future role of OpenAI’s CEO Sam Altman.

Category Placeholder

"What do I tell a client who wants to invest in Crypto?"

August 2, 2024

With 2021 bringing cryptocurrencies into the spotlight for both retail and institutional investors, is there a place for these currencies within client portfolio's?

Category Placeholder

The market has a "breadth" problem

August 2, 2024

Join InvestSense Director Jonathan Ramsay and Andrew Hunt of Hunt Economics as they discuss the markets ‘breadth’ problem and how strong liquidity should keep things afloat until February.

Category Placeholder

Finding value and maintaining confidence in a FOMO world

August 2, 2024

Join host Toby Potter of IMAP with Nick Kirrage of Schroders and Jonathan Ramsay of InvestSense as they discuss value as a style, and as a driver of conviction when investing.

Category Placeholder

Inflation in 2022 - Beware of cross currents in 2022

August 2, 2024

With inflation appearing to be on the way up again, what are some of the possible scenario’s for 2022? Where does inflation go from the zero bound we’ve reached?

Category Placeholder

What happened in markets in 2021, and why?

August 2, 2024

Join InvestSense Director, Jonathon Ramsey to reflect on the price action seen in markets in 2021 and what this might mean for 2022.

Category Placeholder

We've got a bad case of FOMO, but it's not what you think

August 2, 2024

With valuation still being the lightening rod for when markets react to external forces, the most expensive things tend to move the most. What does this mean for global asset allocators, and what is InvestSense’s position?

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.

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.

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.

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.

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.

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%.

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...

Helping your clients assess the climate impact of their Portfolio

Helping your clients assess the climate impact of their Portfolio

Financial Markets Digest Fed's Hawkish Cut as Central Banks Make Final Moves of 2024

2024 in Review and What to Expect in 2025 with Hunt Economics

Central Banks Poised to Cut Rates Amid Sluggish Growth

Markets Outlook: Near-Term Liquidity, Medium-Term Risks, Long-Term Inflation Prospects with Economist Andrew Hunt

Markets Adjust as Trump Rhetoric Heats Up and Central Banks Signal Slower Pace of Cuts

Markets Reflect Diverging Economic Paths for U.S. and Europe

Rising Rates Rattle Stocks as Geopolitical Risks Emerge

Stocks Stumble, Bonds Steady as Growth Fears Loom

October's Financial Flux: A Precursor to Change in Investor Fortunes

Australian Dollar Slides on Divergent RBA and Fed Policy Messaging

Markets Trek Higher on Approach to Peak Inflation

Altman Drama Shakes Up Silicon Valley

"What do I tell a client who wants to invest in Crypto?"

The market has a "breadth" problem

Finding value and maintaining confidence in a FOMO world

Inflation in 2022 - Beware of cross currents in 2022

What happened in markets in 2021, and why?

We've got a bad case of FOMO, but it's not what you think

Helping your clients assess the climate impact of their Portfolio

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

Better World makes a difference with investment in renewables

Bad news equals good news

‘Buy the dip’ opportunism start surfacing

US momentarily dips into official bear market territory

How Mark Lewin saved 13 hours a week with Managed Accounts

InvestSense insights, delivered straight to your inbox.

Get the latest industry news

Get the latest industry news

Get the latest industry news