Funds Management News

Aussies rate ESG factors in retirement planning

Posted by Anton Murray Consulting on . Posted in Funds Management News


A new report has found that both employers and employees believe it is important to incorporate environmental, social and governance investing options when planning for retirement. The Global Retirement Reality Report from State Street Global Advisors found that 61 per cent of Australian fund member believed it was important that their investments incorporated companies with ethical values. This is an increase from last year when 47 per cent said it was important to incorporate ESG in their plan’s investments.

State Street noted that firms that adhere to environmental efficiency, social awareness and the highest governance standards are well positioned to withstand emerging risks and capitalise on new opportunities. Further, it believed that, as battles for employer default fund status are waged over the coming years, funds with a clear ESG proposition for both employers and prospective members will start with an advantage over their competitors. “For some industry participants, ESG considerations are at best a distraction, and at worst a detractor to returns,” the report said.

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