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 Funds Management News

​Funds Management News (FMN) is a free quarterly newsletter, with investment commentary, ethical news and developments, investment information and quarterly fund performance.​​​

​​​​Missed the investor briefing?
The presentation and event han​dout are now available for download.

FMN July 2017


​Global recovery on track, although challenges remain​

Global equity markets continued to rally, despite ongoing political uncertainty. We are encouraged by ongoing recovery in the US, however there are more challenges ahead for the domestic economy.


Mid-year report

​With a primary focus on investment stewardship, investor concerns are top of mind. This mid-year report from CEO Michael Walsh discusses returns, the outlook and an update on ethical investing.

> Read more​


​New Director Investments appointed

We are pleased to announce the appointment of James Cook to the role of Director Investments. Commencing in early August, James brings with him more than 32 years of portfolio and senior management experience.

> Read more​

​You spoke, we listened

Earlier this year many of you completed the client survey and provide feedback on future products and services. Operations Manager James Davidson discusses how this feedback will be incorporated into the business.

> Read more​

Banished forever?

'Sin stocks' and companies causing eregious harm to people or the environment are excluded from investment. Does this mean they will banished forever from investment? Investment Specialist Bridgette McDonald discusses.

> Read more

​Research results in donations to charities

Last month we had the privilege of presenting Australian Wildlife Conservancy and The Fred Hollows Foundation with donations on behalf of ESG Research Australia award winners.​

> Read more

​​> View this newsletter as a PDF​​ 

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