Netwealth's 2022 Advisable Australian Report
Investing for good
An examination of customer attitudes and behaviours to responsible investing
Click on the link below to download your report
Download Netwealth's Investing for good report
Plus download Netwealth's Responsible Investing Client Survey
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Investment solutions
Discover Netwealth's responsible investing solutions
ESG Research
We have ESG research and ratings on managed funds from Morningstar that utilise the “Morningstar Sustainability Rating” and their “Low Carbon Designation” to identify the companies held in a fund that are in general alignment with the transition to a low-carbon economy.
The new ESG ratings available on our Compare Funds & Models page
ESG Funds and Models
Netwealth has a range of the ESG managed funds and managed accounts available giving you and your clients the opportunity to invest responsibly.
Resources
More responsible investing resources
More responsible investing related resources from our collection of podcasts and masterclass recordings.
Between Meetings Podcast:
Exploring ESG, impact investing and the megatrend of net zero
Kate Temby, independent director of Netwealth discusses why she is passionate about ESG and impact investing, the various shades of green investing and ‘greeniums’, net zero and transition finance, the availability of ESG data and research.
Portfolio Constructions Podcast:
The evolution of ESG investment strategies
In this episode, we break down the global trends in ESG with Tim Cook, Head of Client Strategy at Russell Investments, and look at how investors can better define and align their ESG integration and investment process.
Between Meetings Podcast:
Future proofing - the increasing importance of ethical investing
John McMurdo, CEO, Australian Ethical discusses what he sees as the next big themes for investing and shares some tips on where advisers can look to self-educate on future trends.
Watch presentation
How green innovation is changing the world for the better, and some investment options
In this session, Ralton, Franklin Templeton and Pendal, explore the companies and sectors, from vegetarian diets to battery storage technology, that are set to benefit from the green wave.
Watch presentation
Making an impact: The breakdown of impact investing and why you don't need to sacrifice returns
In this panel, industry experts deep dive into the burgeoning field of impact investing and discuss why you don't need to sacrifice returns illustrated through real-life case studies, and explain how impact investing differs from ESG investing.
Watch presentation
How to build sustainable investment portfolios
In this presentation, Pendal, Lonsec and DNR capital discuss what to look for when constructing your sustainable portfolio, including an examination of external benchmarks and how to align your investments with your values and beliefs.