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Discover how our equity managers with one of Australia's longest track records provide capital and income growth by investing in the Australian share market.
From report writing and gathering information to the more technical side of pattern recognition and natural language processing, David Walsh, Head of Investment at RQI Investors recently joined Ausbiz to highlight how AI will affect wealth and investment management.
We are a small team of passionate investors managing, on behalf of our clients, investment funds with a focus on high-quality companies that are well positioned to contribute to, and benefit from, sustainable development.
A diverse range of global, regional and sector based equity, multi-asset and fixed income investment strategies and funds
This article focuses on three of the PAIs related to Biodiversity Areas, Emissions to Water, and Hazardous and Radioactive Waste. Each PAI provides details about the measures, some of the challenges related to them, and how investors may use the information they provide.
The Sustainable Finance Disclosure Regulation (SFDR) requires asset managers to report on up to 20 Principal Adverse Impact (PAI) indicators. PAIs are the negative impacts caused by a firm or an asset on the environment and society.
In 2025, First Sentier Group published our inaugural integrated Climate and Nature Report — an important milestone in our responsible investment journey.
Diversity is a business issue as well as an ethical one. There is a raft of research demonstrating that gender diversity contributes to better business and economic outcomes.
Global investment manager, First Sentier Investors, today announced changes to its investment capabilities within Australia.
First Sentier Investors has today announced it will apply to list its first Exchange Traded Fund (ETF) on the ASX, the First Sentier Geared Australian Share Fund Complex ETF (ASX: LEVR), which is expected to commence trading mid-May 2025.
Curious is a podcast series that asks professional investors about the trends and opportunities that have their attention in markets.
Climate change and global warming pose systemic risks to society and the global economy. It impacts the availability of resources, the price and structure of the energy market, the vulnerability of infrastructure and the valuation of companies.
With the FIFA World Cup excitement building, First Sentier Investors’ Dushko Bajic takes on the role of manager in this special edition of Buy Hold Sell, selecting his ultimate starting XI of Australian stocks.
Last quarter I visited infrastructure companies in Tokyo, Osaka and Nagoya. The trip included visits to ten corporate head offices and three site tours. This paper seeks to share some of the key findings from my meetings with Japanese passenger rail and utility companies.
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
In September 2023, I met more than 30 global listed infrastructure companies and stakeholders from the UK, Europe and China. The following travel diary summarises my impressions and findings from these meetings.
Australia has fewer homes per adult than most of the developed world. First Sentier Investors Head of Global Property Securities Stephen Hayes is joined by Stockland Development CEO Andrew Whitson to unpack the challenges in meeting Australia’s growing housing demand – and where growth may emerge next.
First Sentier Investors’ David Wilson and Christian Guerra unpack why 2025 has opened to one of the most volatile reporting seasons in years.
Strong earnings, higher dividends and plenty of surprises featured in this year’s August reporting season, but the headline numbers only tell part of the story. Join David Wilson and Christian Guerra as they look beyond the results to unpack the key trends shaping the Australian equities market, including standout performances in resources and healthcare, the challenges facing banks and retailers, and why stock selection is becoming increasingly important for investors.
February’s reporting season delivered strong earnings against a backdrop of sharp volatility. David Wilson and Christian Guerra break down the sector by sector reactions and highlight where solid fundamentals and exaggerated price moves are creating opportunities for active investors.
Podcast: Why a Silicon Valley exec bought into Breville’s global ambitions | First Sentier Investors
It’s much harder to innovate consistently than build one great idea, but some companies are up to the challenge. Breville CEO Jim Clayton tells First Sentier Investors’ Dawn Kanelleas why he left the fast-paced world of private equity, management consulting and South Korean conglomerates to drive a little-known Australian company with a knack for innovation forward.
First Sentier Investors' David Wilson and Christian Guerra unpack August’s reporting season — the most volatile on record. From banks and insurers to industrials and hidden tech plays, they explore what moved the market and why volatility might be here to stay.
First Sentier’s Dushko Bajic explains why fundamentals still matter, and shares two stocks with massive potential.
Our responsible investment strategy is founded on a strong governance framework. A key part of good governance are policies which set clear expectations for our people. Transparency is also an important component of good governance as it allows our clients and other stakeholders to hold us accountable.
(Complete Episode) It’s much harder to innovate consistently than build one great idea, but some companies are up to the challenge. Breville CEO Jim Clayton tells First Sentier Investors’ Dawn Kanelleas why he left the fast-paced world of private equity, management consulting and South Korean conglomerates to drive a little-known Australian company with a knack for innovation forward.
Each investment team has developed a climate change statement and carbon footprint report. We provide a combined footprint for all listed equity portfolios and individual listed equity team carbon footprints.
