MINUTES OF THE ANNUAL AND EXTRAORDINARY GENERAL SHAREHOLDERS MEETING HELD ON APRIL 26, 2023 1.Date, Time and place: April 26, 2023, at 10:00 a.m., exclusively. | April 26, 2023
Centrepoint Alliance has ended the 2022 financial year with 517 licensed advisers with an additional 175 advisers coming from the acquisition in ClearView and a further 27 from the market.
The demand for environmental, social and governance (ESG) solutions from investors has grown significantly in recent years. Despite this popularity, it is often difficult for advisers to find suitabl
Don’t be fooled by most ESG rankings – focus on materiality instead James Harwood
The
Wall Street Journal recently ran an article about how big technology stocks dominate ESG funds. Tech companies are not usually associated with big ESG issues like climate change, renewable energy, or diversity. So, are financial advisers and investors being fooled?
Let’s consider whether the ESG investor is still concerned about investment performance. For most of the ones we may talk to as a fund manager, the answer is yes. Big tech names dominate the market: Apple, Microsoft, Amazon, Facebook and Alphabet are five of the largest companies in the S&P 500, so not holding big tech will impact your investment return versus the broad market. And ESG funds are (understandably) judged against how they perform versus the market as a whole.