NewsBite

Ethical investing

This Month

ESG funds have focused on companies that have climate emission abatement policies.

ESG investing on shaky footing as green fatigue sweeps ETF market

Once attracting almost 20 per cent of inflows into exchange-traded funds, climate and social-focused strategies collected 3 per cent of new money this year.

  • Alex Gluyas and Joanne Tran

November

Fromt left: Chemist Warehouse co-founder Mario Verrocchi, Reece Group’s Peter Wilson, Canva’s Melanie Perkins, and Pro Medicus co-founder Sam Hupert.

Five founders keeping the faith with investors

Corporate Australia has recently experienced a founder “killing season”, but these founder-led companies are still keeping shareholders happy.

October

Future Group founder and chief executive Simon Sheikh.

Future Group entertains IPO after strong quarter

Future Group founder Simon Sheikh isn’t sitting on his laurels waiting for sparks to fly.

  • Sarah Thompson, Kanika Sood and Emma Rapaport
Data centres, such as this one owned by Amazon in the US, use huge amounts of energy.

Big super’s obsession with data centres comes with an energy warning

AustralianSuper poured $2.2 billion into a US data centre company this week, but ESG experts warn the energy-hungry assets could compromise net zero targets.

  • Hannah Wootton
Testing of a Russian ballistic missile in 2022. Australian super funds are exposed to nuclear weapons.

AustralianSuper ESG option invested in nuclear weapons: report

Australia’s 14 biggest superannuation funds are investing about $3.4 billion in nuclear weapons despite many promising to avoid controversial arms.

  • Hannah Wootton
Advertisement

September

Vanguard’s misleading investments included oil exploration projects by Chevron.

Record $12.9m greenwashing penalty puts fund managers on notice: ASIC

Federal Court fined Vanguard $12.9 million for failing to exclude certain investments against ESG criteria and instead relying on third parties.

  • Hannah Wootton

August

Welcome to the nature positive investing movement

Institutional investors see natural capital as the next force in corporate governance, with big implications for companies growing and selling food.

  • James Eyers
Green super is facing headwinds as consumers fail to translate their personal values into investments.

Green super: Why investors hesitate to walk the talk

Lower investment returns and concerns about greenwashing are proving strong headwinds for green super.

  • Michelle Bowes
Michael Traill, co-founder of For Purpose Investment Partners, and Qantas Super’s Andrew Spence.

This super fund creates positive returns – and social benefits

Within its $9b fund, Qantas Super allocated $600 million for social impact investing. This year it backed an aged care project, to improve quality of care.

  • James Eyers
Norman Zhang

Why the rich are decarbonising their portfolios

Wind and solar may have disappointed, but wealth managers see opportunity in areas such as waste management and disability housing.

  • Joanna Mather

July

Donald Trump is expected to continue to dismantle green initiatives in the US if he wins a second term in November.

Funds hit as Trump shadow looms over green energy

Fund managers are scrambling to assess what a Republican win in November could mean for the billions of dollars earmarked for green investments.

  • Joshua Peach

June

Kris Webster (L) and Michael Poulsen of Canopy Investors.

Ex-Magellan stock pickers partner with Bennelong to launch new fund

Kris Webster and Michael Poulsen each spent more than a decade at the investment firm before finally setting up their own shop last year.

  • Joshua Peach
Vision Super has invested in Whitehaven since weakening its ESG investment policy.

Vision Super buys up Whitehaven shares

The fund, which sells itself to customers as environmentally conscious, has watered down its climate investment promises as “green hushing” continues to rise.

  • Hannah Wootton
Solar panels on the roof of a factory making renewable energy equipment in Jinan in China’s Shandong province.

Global investors pull $60b from ESG funds

Sustainably focused equity funds suffered major cash outflows globally in 2024 because of poor performance and scandals, the first sustained exodus.

  • Patrick Temple-West and Will Schmitt
Active Super misled consumers by investing in coal mining companies such as Whitehaven despite promising it did not, the Federal Court has found.

‘Ethical’ fund’s excuse for gambling, coal stakes unbelievable: judge

Active Super was found to have engaged in greenwashing, investing in companies such as Whitehaven Coal and SkyCity despite promising not to.

  • Hannah Wootton
Advertisement

May

Jamie Dimon did not mention climate change in his speech to JPMorgan Chase’s annual meeting.

Top CEOs turn mute on ESG over backlash fears

Tired of drawing flak from activists on either side of the political spectrum, many CEOs have decided to bottle it up – particularly in the US.

  • Updated
  • Dasha Afanasieva

April

Top fundies list reveals turnaround for ESG, mid-cap investors

Climate and sustainability strategies have been serial underperformers, but data for the first three months of the year indicates a big change.

  • Joshua Peach
Blackrock chief Larry Fink

Larry Fink, other top CEOs increase personal security

BlackRock has tripled its security spend for Larry Fink after a backlash over the company’s ESG investing stance – and it’s just one of many companies to do so.

  • Louis Ashworth and Brooke Masters

March

The Federal Court has found Vanguard made misleading statements about whether it was investing in fossil fuel companies such as Chevron.

Vanguard guilty of greenwashing in ASIC’s first major court win

The funds management giant could be on the hook for millions of dollars in damages, though the court rejected aspects of ASIC’s case.

  • Hannah Wootton

December 2023

Treasurer Jim Chalmers has now foreshadowed another review of the performance benchmarks.

Super performance test review must set a high returns bar

It’s reasonable to ask the question about constraining clean energy investments. But the hurdle must ultimately be whether Australians will retire with more income in retirement than would otherwise be the case.

  • Blake Briggs

Original URL: https://www.afr.com/topic/ethical-investing-hp2