2022 ESG and Sustainability Report
Our 2022 report highlights key ESG and sustainability outcomes and achievements across all Alphinity funds.
Australian Webcast: Outlook for Commodities
In this webcast Stephane Andre discusses the outlook for commodities going into 2023.
Australian Webcast: Finding earnings upgraders in a downgrade cycle Brambles and Qantas
Elfreda Jonker and Stuart Welch share reflections on the volatility in equity markets and review stocks, Brambles and Qantas, that have been recently added to the Australian portfolios.
Australian Webcast: Workplace Culture Report Reflections
Moana Nottage and Stephane Andre discuss Alphinity’s report, Assessing workplace culture from the outside in, delving into the workplace culture of mining and industrial companies.
Australian Webcast: BHP Site Visit
Jessica Cairns provides a snapshot of her 3 day site tour of BHP’s Iron Ore business and shares some ESG insights on decarbonisation and BHP’s broader business strategy.
Assessing workplace culture from the outside in
In this report, we undertook a research and engagement project to explore the related risks across the industry and deepen our understanding of the factors that can drive, or mitigate, harmful behaviour within a company.
Reporting Season – ESG insights
Is sustainability becoming more than just an add-on for companies? 2Q22 reporting season was all about the ‘E’. Climate change, biodiversity and waste management were key themes across the ASX.
The very real risk of greenwashing
Greenwashing risk for investors is increasing due to the growing focus on ESG investing. What do we consider the three types of greenwashing risks for investors? And how do we avoid accusations of greenwashing?
Australian Webcast: Q2 results season reflections
Andrew Martin delves into the learnings from Q2 reporting season and shares the 2 main reasons results were surprisingly in line with expectations rather than worse than expected.