More than ever, clients are looking to have their money invested responsibly. This strong demand has seen a rise in ESG investing, allowing Australians to support companies that are making positive contributions to our environment and society while screening out those that are not. You can see how you can help your clients invest based on their values in our guide to ESG investing for advisers.
MyNorth Sustainable Managed Portfolio
In collaboration with Pendal, Regnan and our AMP Research team, MyNorth is now offering sustainable investing. Each investment is hand-selected by experts and combined in a multi-asset managed portfolio that can help your clients invest based on their values.
Managers are assessed on their ability to meet their investment objectives, and how they integrate material environmental, social and governance (ESG) considerations in their investment and decision-making process while avoiding exposure to companies with material involvement in activities we consider negatively impact the environment or the community.
The portfolio construction is guided by three principles:
- Transitioning to a low carbon economy.
- Avoid material investments in thermal coal, tobacco, gambling, pornography and controversial weapons.
- Encourage positive sustainable social and environment outcomes for the community.
More managed portfolios coming
We’ll be expanding our MyNorth Managed Portfolios soon in our commitment to providing clients and advisers with more investment choice. Keep an eye out for more details shortly.
What you need to know
© NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). This email, provided by NMMT, is for adviser use only and must not be made available to retail clients. It contains general advice only and hasn't taken any person's personal circumstances into account. You should consider the appropriateness of this advice for you or your clients. Visit northonline.com.au to obtain the relevant disclosure documents before deciding whether to acquire or vary these products for any person. NMMT is part of the AMP group and can be contacted on 1800 667 841 or firstname.lastname@example.org. If a person decides to acquire or vary a financial product or service, companies within the AMP group will receive fees and other benefits, which will be a dollar amount or a percentage of either the premium they pay or the value of their investments. Contact AMP for more details. MyNorth is a registered trademark to of NMMT. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios through which MyNorth Sustainable Managed Portfolio is offered. All managed portfolios may not be available across all products on the MyNorth platform and are not available directly to retail clients. The issuer of MyNorth Super and Pension is N.M. Superannuation Pty Limited ABN 31 008 428 322, AFSL 234654 and the issuer of MyNorth Investment and MyNorth Managed Portfolios is NMMT.