– A complete list of the funds’ holdings.

– Emissions reduction strategies for the funds’ portfolios.

– If the funds have conducted portfolio-wide scenario analysis on climate change analysis.

– The engagement processes each fund undertakes with investee companies to reduce their carbon exposures.

The campaign is backed by the Australia Conservation Foundation, with economic analyst and campaigner May House, who is also a Sunsuper member, commenting the funds are well behind their industry peers on managing climate risks.

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“Evergreen is going through a significant growth phase. Our recent developments include the launch of a new ESG index, the Evergreen Responsible Investment Grade (ERIG) Index, and an investment portfolio stress testing tool for financial advisers,” said founder and director Angela Ashton. “We are committed to providing financial advisers with the solutions they need. We have had a very positive response to our new ratings business as well, Evergreen Ratings.” Mr Ohlsson was CEO and managing director of Fidelity in Australia and New Zealand from 2004 to 2007, prior to which he was the director of institutional business and adviser services at Barclays.

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The fund administrator paused trading on Monday before it revealed it had indeed received a superior offer from US financial technology firm SS&C Technologies. SS&C has offered $2 per share for Mainstream, a 66.7 per cent increase on Vistra’s offer and valuing the group’s equity at around $285.7 million, including transaction costs and debt. As a result, Vistra will now have four days to match or to beat SS&C’s offer.

The rest of this article can be found at investordaily.com.au.

But there had been a pandemic-related rise in social and sustainability bond placements in 2020, with placement more than tripling to $123 billion, outweighing a 2 per cent decline in green bond volumes. The products issued by financial institutions and development banks had accounted for around half of the total global issuance, of $490.6 billion. Issuances in the APAC region grew to $15.2 billion in 2020, from $10.4 billion in 2019, accounting for 12 per cent of the total.

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“While 95 per cent of Citi’s banking interactions have been happening outside of branches for a number of years, our high-net-worth customers still value face to face interactions,” Mr Chowdhury said. “As a result, we’ve built a tailor-made space where we can deliver a strong level of personal engagement for these clients as we work together to provide investment guidance and manage their wealth.” Mr Chowdhury said following the establishment of a similar wealth hub for Melbourne clients in 2019, Citi’s assets under management had risen 12 per cent and the number of transactions the bank was processing for clients had doubled.

The rest of this article can be found at investordaily.com.au.