AFA’s Gen Next Financial Planning Series | ESG Investing

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RIVA Recruitment’s director, Fabian Ruggieri, was fortunate enough to chair a panel discussion on Environmental, Social, Governance (ESG) investing organised by the Association of Financial Advisers (AFA). This event was sponsored by Bentham Asset Management who specialise in global fixed interest and credit investment management. This was the first event in the ‘Gen Next Financial Planning Series’.

With the substantial increase in client demand for ESG investment options, the panel discussed solutions to navigate new client ESG needs. The specialist panel contained ESG industry leaders Erica Hall, ESG Analyst at Morningstar, Michael Josephson, Senior Financial Adviser at Ethinvest, and Nathan Fradley, Senior Financial Adviser at Tribeca Financial and Director at Ethos Australia. The panel covered the following ESG discussion points:

  • Understanding and avoiding ‘greenwashing’ when building an ESG portfolio
  • The future of ESG investing and how financial advisers can help direct capital to impact beneficial ESG change
  • How to include ESG investing as part of a client fact find
  • How the demand for climate change is changing the way clients invest.

Furthermore, the panel discussed various ESG investment research tools which are available to assist financial advisers to which have been provided below:

Investment Ratings and Research

Altiorem

Free database of ESG research articles

Australian Impact Investments

Wholesale impact investment research

ERIG Index

Evergreen Responsible Investment Grading Index – Fund ratings

Ethos

Company and fund ESG ratings

Ethical Advisers’ Co-op

Ethical fund ratings

Lonsec

Basic high-level comments about ESG funds

Morningstar Australia

Qualitative and quantitative ESG information (Incl. sustainability and carbon metrics) – shares and funds

Responsible Returns

Responsible investment products reviewed by RIAA (Responsible Investment Association of Australia)

Sustainanalytics

Global and AU listed equities ESG research

Sustainable Platform

Company distribution to the United Nations Sustainable Development Goals (SDGs)

Adviser Education on ESG

Ethical Advice Accelerator

Education of providing ethical investment advice

ESG investment framework

Ethical Invest Group

Support and training in ethical investment advice

Shareholder activism and corporate engagement focused NGOs

Australian Centre for Corporate Responsibility

Research and advocacy on various ESG practices

Market Forces

The Climate Wreckers Index – the top 180 ‘Climate Wrecking’ companies

The AFA will be hosting future Gen Next events as part of the financial planning professional series. See AFA’s website for upcoming events.

RIVA Recruitment specialises in financial services recruitment across Australia. If you are seeking to hire a new employee or you are seeking a new employment opportunity, please feel free to contact us via LinkedIn or on 0434 943 647 for further information.

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Fabian Ruggieri

Fabian Ruggieri

Fabian Ruggieri is a highly driven financial services recruitment consultant with over 10 years experience across wealth management, private banking and recruitment.
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