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‘Substance-less concepts’: ESG, AI, valuation and other whales in the room

ESG is the “emptiest” idea, according to Aswath Damodaran, while AI will morph into higher costs for companies overall with no competitive advantage in a world where the technology is ubiquitous.

David Chaplin | 7th Jun 2023 | More
Black box to gold rush: Alphinity teams with CSIRO to explore AI risks

Boutique fund manager Alphinity has struck a partnership with the CSIRO to develop a new framework to assess responsible artificial intelligence practices and ESG considerations.

Lachlan Maddock | 5th Jun 2023 | More
  • ‘Industrial evolution’ and the new energy order

    The global energy system is changing at a rapid pace but it’s too early to pick winners, according to Calvert. And despite a tough 2022, true ESG will prevail.

    Lachlan Maddock | 5th May 2023 | More
    Why Paris-aligned benchmarks go ‘way too far’

    The Paris-aligned benchmarks that an increasing number of global investors now subscribe to disincentivise activities that might actually help the energy transition, according to index provider Scientific Beta.

    Lachlan Maddock | 5th Apr 2023 | More
  • ‘The field is being sanitised’: Why boutique managers have the upper hand on ESG

    Political polarization in the United States and new regulations affecting the labelling of products and funds means boutique ESG managers are back in the spotlight.

    Lachlan Maddock | 10th Mar 2023 | More
    No ‘flag waving altruism’ on nation-building, at home and away

    Super funds are a perfect fit for nation-building infrastructure projects, as long as the government doesn’t compete against them. And it shouldn’t be drawn into competing with the US Inflation Reduction Act when the opportunity set is broader than it seems.

    Lachlan Maddock | 8th Mar 2023 | More
    ‘Big, bold ambition’ pays off for Osmosis

    Osmosis IM was started with the belief that resource efficient companies would outperform their more wasteful peers. Fourteen years later it’s landed what’s likely the largest new ESG mandate in history.

    Lachlan Maddock | 22nd Feb 2023 | More
    2010s ‘a lost opportunity’ for renewables, but a new era looms

    The free money era in which the transition to renewable energy could have been dirt cheap is over. But after Russia’s invasion of Ukraine, the world has a golden opportunity to get the job done.

    Lachlan Maddock | 13th Jan 2023 | More
    Left behind: Big super warns on ‘unjust transition’

    The rush to decarbonize the economy and the ASX risks leaving workers and communities behind, and investors exposed to “significant losses” and greater social support costs.

    Staff Writer | 21st Dec 2022 | More
  • The verdict is in: YFYS curbs ESG

    New research confirms the “anecdotal concerns” of the superannuation industry that the current design of the Your Future Your Super test makes responsible investing a no-go zone.

    Lachlan Maddock | 9th Nov 2022 | More
    Show us the money on climate investing: asset owners

    A significant chunk of asset owners are certain that climate investing means lower returns. After a year like 2022, it might be tough to convince them otherwise.

    Lachlan Maddock | 21st Oct 2022 | More
    MetLife gets Affirmative in a win for impact

    MetLife’s institutional asset management business has acquired $1.5 billion impact bond manager Affirmative Investment Management (AIM) as it looks to build out its internal sustainability capabilities.

    Lachlan Maddock | 31st Aug 2022 | More
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