The past decade has seen enormous growth in the number of sustainable investment products, with many advisers and their clients looking for guidance on how to evaluate these funds’ objectives and holdings. Since the launch of the Lonsec Sustainability Report in 2020, many advisers and their clients have used the reports to help shape their portfolios. As the market has evolved, we want our reports to reflect best practice so they can continue to provide value to investors.
Watch Lorraine Robinson, Executive Director – Lonsec Research, present highlights from the report at the Lonsec Symposium in Sydney earlier this year.
Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives. Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.
