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Madison APL & Adviser’s Guide to Socially Responsible Investing

We recently launched our “Adviser’s Guide to Socially Responsible Investing” which we circulated in the last edition of our newsletter. We also recorded a quick video explaining what the guide covers and how this interacts with the APL enhancements we have made. You can find the guide here and the video can be played below.

The enhancements to the APL include the introduction of an ESG filter. The investments captured within this filter can provide a good starting point when looking for ESG aligned investments. You can find out more about the ESG rating filter in the abovementioned guide and the accompanying video. 

If you have any questions, please email us: investmentservices@madisonfg.com.au or call 1300 789 575.

 

 

 

 

In this Edition

·        A message from Jaime

·        PI Insurance Attestation – Important Action

·        Madison Annual Conference 2021

·        Madison APL & Adviser’s Guide to Socially Responsible Investing

·        The View from Clime

·        Design & Distribution Obligations

·        Dynamic SoA and Fact Find

·        The Power of Data through Xeppo and Power BI

·        Australian Super Service Agreements

·        Making the most of Canva

·        Upcoming Webinars

·        Insurance Specialist Forum

·        FASEA Exam Update

·        Kaplan Information

·        From our Community

 

Go Back
[wpseo_breadcrumb]

Madison APL & Adviser’s Guide to Socially Responsible Investing

We recently launched our “Adviser’s Guide to Socially Responsible Investing” which we circulated in the last edition of our newsletter. We also recorded a quick video explaining what the guide covers and how this interacts with the APL enhancements we have made. You can find the guide here and the video can be played below.

The enhancements to the APL include the introduction of an ESG filter. The investments captured within this filter can provide a good starting point when looking for ESG aligned investments. You can find out more about the ESG rating filter in the abovementioned guide and the accompanying video. 

If you have any questions, please email us: investmentservices@madisonfg.com.au or call 1300 789 575.

 

 

 

 

In this Edition

·        A message from Jaime

·        PI Insurance Attestation – Important Action

·        Madison Annual Conference 2021

·        Madison APL & Adviser’s Guide to Socially Responsible Investing

·        The View from Clime

·        Design & Distribution Obligations

·        Dynamic SoA and Fact Find

·        The Power of Data through Xeppo and Power BI

·        Australian Super Service Agreements

·        Making the most of Canva

·        Upcoming Webinars

·        Insurance Specialist Forum

·        FASEA Exam Update

·        Kaplan Information

·        From our Community

 

Go Back