As society continues to navigate through the COVID pandemic, climate change, equality and sustainability issues, many Australians are concerned with where their money is being invested. As a result, ESG investing has dramatically developed in recent years and is now part of the investing armoury for advisers and their clients.
In a joint session from eInvest, Mercer and Robeco, discover why you should consider ESG investing for your clients and how to position for transition as both capital markets and investment strategies address societal concerns.
This exclusive session will be limited to 30 people, to foster conversation between advisers and presenters. The session will be CPD accredited for those that attend.
In this session:
All attendees will be eligible to receive CPD hours
Wollongong: 12.15 to 2pm, 1 April 2022
Wollongong Golf club, 151-161 Corrimal St, Wollongong
Newcastle: 12.15 to 2pm, 29 March 2022
Rydges Newcastle, Wharf Rd and Merewether St, Newcastle
Canberra: 12.15 to 2pm, 5 April 2022
Hyatt Hotel Canberra, 120 Commonwealth Ave, Yarralumla
Lunch is provided. Include all dietaries in your RSVP.
Principal – Wealth Management, Mercer
Faye Blakeney is a Principal in Mercer’s Wealth Management business. In her role as Head of Clients; Faye is responsible for providing support to Australian wealth management clients including large wealth management groups, trustees, private banks and advisory firms. She is based in Sydney.
Prior to joining Mercer in February 2022, Faye gained 21 years of experience in financial services. This includes 1.5 years at an Industry Superannuation fund where she was the key driver of investment related projects and solutions. Prior to this, she spent 9 years in Investment Consulting at Alexander Forbes in Johannesburg and 5 years in Investment Banking at Rand Merchant Bank after beginning her career in accountancy at KPMG.
Faye is a Chartered Accountant through the South African Institute of Chartered accountants and holds a Bachelor of Accountancy (Honours) degree from the University of Johannesburg.
Wealth Management Leader, Mercer
In his role as Wealth Management Leader, Pacific, Luke is responsible for providing support to Australian Wealth Management clients including large wealth management groups, trustees, platforms, private banks and advisory firms. He is based in Sydney.
Prior to joining Mercer in July 2010, Luke gained 11 years of experience in financial services. This includes his time at van Eyk where he managed relationships with major wealth management corporations and headed up the establishment of van Eyk in New Zealand; and at AMP where he was national business development manager for Hillross and was responsible for the acquisition of both practices and financial advisers. Luke has a strong distribution background in a variety of industries in Australia and New Zealand, as country manager and business development manager, respectively.
Luke holds Master of Business Studies (Distinction) from Massey University, a Bachelor of Science (Honours) from University of Canterbury, and a Post-Graduate Diploma in Management (Distinction) from Massey University
Managing Director, eInvest
Camilla founded eInvest in 2017 on the back of over 17 years industry experience. Camilla is passionate about getting Australians better invested and through eInvest this is her goal. She encourages more women to enter the finance industry and loves to share her passion about the industry with the next generation.
Camilla has jumped out of a plane twice, likes to ski off high mountains and loves a good laugh (one ‘Who’s line is it anyway’ episode at a time).
Wholesale Regional Manager, Robeco
Matthew Young started at Robeco in July 2014 as Regional Manager, Wholesale. Matthew’s role is to build the Robeco brand and develop and manage client relationships within the Australian Retail market. Prior to that Matthew was Vice President at for 3.5 years working in the retail distribution team in NSW. Matthew also worked for 9 years at Colonial First State holding a number of positions in the distribution team including within Research and both the Victorian and New South Wales state distributions teams.
Matthew has a diploma of Financial Markets and Real Estate and is a Certified Investment Management Analyst (CIMA).
Investment Specialist, eInvest
Zaffar joined eInvest in 2021 and has over 15 years of experience in the financial services industry and academia. Zaffar believes that active ETFs will appeal to many financial advisers and individual investors who are seeking flexibility, choice and transparency in building their portfolios.
At eInvest, Zaffar will focus on working with advisers and researchers in expanding our footprint in the market. In his spare time, Zaffar enjoys getting off the beaten track and furthering his knowledge of behavioural finance (his PHD subject area).
Investment Specialist, eInvest
Tamas joined eInvest in 2019 and has over 25 years of experience in the financial services industry between Sydney, London and New York. Tamas believes that ETFs are a powerful disruptor in the investment landscape and their increasing adoption will help to break down many of the complicated barriers and obstacles that have made investing far too difficult for millions of Australians.
At eInvest, Tamas will focus on advisers, platforms and dealer groups to ensure the widest possible audience for our ETFs. Tamas also loves the ocean, both as a surf lifesaver and competitive (for his age group!) swimmer.
Disclaimer: This event is for general information purposes and is not financial advice. Always seek your own advice and read the PDS at www.einvest.com.au. Past performance is not a reliable indicator of future performance.
Important notices – Mercer
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Information contained herein has been obtained from a range of third party sources. While the information is believed to be reliable, Mercer has not sought to verify it independently. As such, Mercer makes no representations or warranties as to the accuracy of the information presented and takes no responsibility or liability (including for indirect, consequential or incidental damages), for any error, omission or inaccuracy in the data supplied by any third party.
This report provides general information or advice and does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation to purchase on behalf of any of the investment managers (including Funds managed by MIAL) , their affiliates, products or strategies that Mercer may evaluate or recommend. The report is not intended to be, nor should be construed as, financial product advice. It does not take into account your objectives, financial situation or needs. You should therefore consider the appropriateness of the advice and consult a financial adviser before making any investment decision.
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Conflicts of interest
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Mercer’s universes are intended to provide collective samples of strategies that best allow for robust peer group comparisons over a chosen timeframe. Mercer does not assert that the peer groups are wholly representative of and applicable to all strategies available to investors.
The value of stocks and shares, including unit trusts, can go down as well as up and you may not get back the amount you have invested.
The value of Gilts, bonds, and other fixed income investments including unit trusts can go down as well as up and you may not get back the amount you have invested.
Investments denominated in a foreign currency will fluctuate with the value of the currency.
The value of investments in real estate can go down as well as up, and you may not get back the amount you have invested. Valuation is generally a matter of a valuer’s opinion, rather than fact. It may be difficult or impossible to realise an investment because the property concerned may not be readily saleable.
Certain investments, such as illiquid, leveraged or high-yield instruments or funds and securities issued by small capitalisation and emerging market issuers, carry additional risks that should be considered before choosing an investment manager or making an investment decision.
For higher volatility investments, losses on realisation may be high because their value may fall suddenly and substantially.
Where investments are not domiciled and regulated locally, the nature and extent of investor protection will be different to that available in respect of investments domiciled and regulated locally. In particular, the regulatory regimes in some domiciles are considerably lighter than others, and offer substantially less investor protection. Where an investor is considering whether to make a commitment in respect of an investment which is not domiciled and regulated locally, we recommend that legal advice is sought prior to the commitment being made.
Important Information – Robeco
This document is distributed in Australia by Robeco Hong Kong Limited (‘Robeco’) (ARBN 156 512 659) which is exempt from the requirement to hold an Australian financial services licence under the Corporations Act 2001 (Cth) pursuant to ASIC Class Order 03/1103. Robeco is regulated by the Securities and Futures Commission under the laws of Hong Kong and those laws may differ from Australian laws. This document is distributed only to “wholesale clients” as that term is defined under the Corporations Act 2001 (Cth). This document is not for distribution or dissemination, directly or indirectly, to any other class of persons. It is being supplied to you solely for your information and may not be reproduced, forwarded to any other person or published, in whole or in part, for any purpose.
This document has been prepared on a confidential basis solely for the recipient and is for information purposes only. Any reproduction or distribution of this documentation, in whole or in part, or the disclosure of its contents, without the prior written consent of Robeco, is prohibited. By accepting this documentation, the recipient agrees to the foregoing.
This document is intended to provide the reader with information on Robeco’s specific capabilities, but does not constitute a recommendation to buy or sell certain securities or investment products. Investment decisions should only be based on the relevant prospectus and on thorough financial, fiscal and legal advice.
The contents of this document are based upon sources of information believed to be reliable, but no warranty or declaration, either explicit or implicit, is given as to their accuracy or completeness. This document is not intended for distribution to or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Neither the Robeco Capital Growth Funds or other Robeco Funds (the “Fund”), its investment manager nor any of their associates, nor any director, officer or employee accepts any liability whatsoever for any loss arising directly or indirectly from the use of this document.
Investment Involves risks. Historical returns are provided for illustrative purposes only and do not necessarily reflect Robeco’s expectations for the future. The value of your investments may fluctuate. Past performance is no indication of current or future performance.