Netwealth's 2022 Advisable Australian
CPD Event: Evolving your advice practice to clients interested in ESG
Join us as we unpack our Investing for good report and hear from peers with in-depth experience in the emerging trend of responsible and ESG investing.
Conversations with advisers
Get tips on how to evolve your value proposition, the client conversations you should expect and tips on how to start offering responsible investing solutions from two advisers, Michelle Brisbane of Ethical Investment Services and Paul Kearney of the Kearney Group. What you can expect to learn:
- How they created and implemented their responsible investing (RI) value proposition.
- Tips on how they advice to clients that are interested in RI.
- The different conversations you may need to prepare for when discussing RI with clients.
- Other learnings for advisers looking to start.
Conversations with investment specialists
Discover the structural trends shifting investor demand and learn about the spectrum of investment options available to clients with join Steve Monnier of Blackrock and Dr Stuart Palmer of Australian Ethical. What you can expect to learn:
- The latest macro economic themes that are driving consumer and investor behaviours.
- How to clearly and directly communicate and report on impact outcomes.
- A deep dive into RI options and their differences.
What investors want, a research perspective
Get an insight into the types of clients that are more likely to invest responsibly based on Netwealth's Advisable Australian research which looks at investor needs and attitudes of Australians 18+.
By attending this session and completing our survey you will receive CPD points.
Register for Thursday 1st Dec, 1-2pm AEST
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Speaker bios
Paul Kearney
Chief Executive Officer, CPA & CFP
Paul Kearney is the founder and CEO of Kearney Group, which has been pioneering truly integrated financial advice for businesses and households since 1986. Paul is a Certified Financial Planner®, Certified Practicing Accountant and a member of the Financial Planning. Association of Australia and the Association of Financial Advisers.
Under his leadership, Kearney Group has grown into an award-winning team of over 50 multi-disciplinary professionals, dreamers, doers and visionaries with an eye for disruption. Most recently, Paul and the Group have brought to market a suite of sustainable ESG investments, Ethos Managed Portfolios.
Dr Stuart Palmer
Head of Ethics Research, BA, LLB, MLITT, PHD
Dr Stuart Palmer is Head of Ethics Research with Australian Ethical Investment, Australia’s leading ethical superannuation fund and investment manager with over $6bn in funds under management.
Stuart evaluates the impacts which companies’ products, services and operations have on people, animals and the environment. He also contributes to our voice for more sustainable business and investment models and practices. Stuart has previously worked with St James Ethics Centre and as a banker and lawyer.
Steve Monnier
Sustainability strategist
Steve Monnier, FCPA, MSc, is BlackRock Sustainability Strategist for Australasia. In this role he partners with BlackRock’s clients in their transition to sustainable investing and is also responsible for delivering BlackRock’s sustainability offerings and solutions to our client. He works in close partnership with client business, investment stewardship and product teams.
Michelle Brisbane
CFP®, B.Bus, B.Sci | Financial Adviser
Ethical Investment Services Pty Ltd
Ethical Investment Services (EIS) has been providing ethical and sustainable advice for over 30 years. Michelle Brisbane, now CEO at EIS, has seen significant growth in awareness and understanding of ethical and sustainable investing over recent years. Having previously majored in Chemistry, Michelle furthered her education with a second degree in Business. She quickly realised that finance was dynamic and in particular an area where women needed advice and education.
Resources
More responsible investing resources
More responsible investing related resources from our collection of reports, podcasts and masterclass recordings.
Netwealth's 2022 Investing for good report
This research report examines investor behaviours and drivers for responsible investing (RI) in Australia and breaks down the Australian population into four RI investor segments. It explores their profiles, attitudes, and drivers to RI, and how to use marketing and brand tactics to appeal to this target market.
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 waith 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.
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
Netwealth has a range of the ESG managed funds and managed accounts available giving you and your clients the opportunity to invest responsibly.