Actuaries Institute61 2 9239 6100 | www.actuaries.asn.auAlternative Investment Management Association61 2 8216 0813 | https://www.aima.orgAssociation Impossiblehttps://association-impossible.comAssociation of Financial Advisers1800 656 009 | www.afa.asn.auAssociation of Independently Owned Financial Professionals1800 111 203 | www.aiofp.net.auAssociation of Superannuation Funds of Australia1800 812 798 | www.superannuation.asn.auAustralian Consumers' Association1800 069 552 | www.choice.com.auAustralian Council of Superannuation Investors Inc.61 3 8677 3890 | www.acsi.org.auAustralian Custodial Services Association61 2 9089 8657 | https://acsa.com.auAustralian Financial Complaints Authority1800 931 678 | https://www.afca.org.auAustralian Financial Markets Association Limited61 2 9776 7900 | www.afma.com.auAustralian Industry Group1300 55 66 77 | www.aigroup.asn.auAustralian Institute of Superannuation Trustees61 3 8677 3800 | www.aist.asn.auAustralian Shareholders' Association1300 368 448 | https://www.australianshareholders.com.auAustralian SMSF Members Association Limited61 2 9238 6170 | https://www.smsfassociation.comAustralian Sustainable Finance Initiativehttps://www.sustainablefinance.org.auAustralian Transaction Reports and Analysis Centre1300 021 037 | https://www.austrac.gov.auPAGE: 1 |
Latest News
Tesla axed from the S&P 500 ESG index
Tesla has been booted from the S&P 500 ESG index due to its low S&P Dow Jones Indices (DJI) ESG score.
Barclays increases stake in Barrenjoey
Barclays has almost doubled its interest in Barrenjoey, providing additional capital to assist with the creation of fixed income derivatives and equity financing platforms.
Investors seek inflationary refuge in diversification strategies
A bfinance quarterly Manager Intelligence and Market Trends report has shown that investors have sought enhanced sources of real return to combat rising inflation.
Investment Leadership Awards finalists revealed
The finalists for the annual Financial Standard Investment Leadership Awards have been determined, with investment strategies from the likes of Alphinity Investment Management, Hyperion Asset Management, Lincoln Indicators and Pendal Group getting a nod.
Cover Story

A process for the better
MARSHALL BRENTNALL
DIRECTOR
EVALESCO FINANCIAL SERVICES PTY LTD
DIRECTOR
EVALESCO FINANCIAL SERVICES PTY LTD
Evalesco directors Marshall Brentnall, Jeff Thurecht and Jules Knox analyse the process of creating model portfolios and how that in turn has led to better outcomes for their clients. Annabelle Dickson writes.