Neil Rogan - XY Adviser

Head of Wholesale Partnerships | Russell Investments

Australia

August 24, 2021

Share this:

THE XY PLATFORM

Join XY today.

Already a member?

Neil Rogan Post

Building Diversified Ethical Portfolios

Despite the rapid demand and growth of ESG and Sustainable investing in Australia, investors are not yet spoilt for choice when it comes to constructing a well-diversified ESG portfolio across the full risk spectrum of investment products.

Building Diversified Ethical Portfolios

Neil Rogan

Head of Wholesale Partnerships

Russell Investments

Australia

August 28, 2022

Matching Ethical Priorities

The adoption of ESG investing has accelerated over recent years, driven primarily through an increased demand by investors applying their values to their investment selection and the uptake by investment managers introducing ESG considerations in their investment selection and portfolio construction.

Matching Ethical Priorities

Neil Rogan

Head of Wholesale Partnerships

Russell Investments

Australia

August 13, 2022

“50 Shades of Green” in incorporating ESG Investments into Client Portfolios

There are many shades of green to consider when incorporating ESG investments as part of your investment philosophy or recommending as part of a client’s investment portfolio. Whilst many Advisers and Investors acknowledge and believe in why ESG investing is important. It can be more difficult to know how to implement ethical investment strategies that align with personal beliefs and values.

“50 Shades of Green” in incorporating ESG Investments into Client Portfolios

Neil Rogan

Head of Wholesale Partnerships

Russell Investments

Australia

July 28, 2022

The Need for ESG Focused Investing

Sustainable Investing, which considers Environmental, Social and Governance (ESG) factors has evolved meaningfully over the last few years. “People are talking about ESG, Sustainability, Impact, Being Socially Aware or the Triple Bottom Line” - Philip Moffitt, Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting.

The Need for ESG Focused Investing

Neil Rogan

Head of Wholesale Partnerships

Russell Investments

Australia

February 15, 2022

The Marketing Messages that Surround ESG Investing

How investors and companies in the ESG marketplace use the concepts of marketing and promotion to their advantage. In recent years there has been a surge in popularity around ESG—Environmental, Social, and Governance—investing. This shift in opinion has largely been brought about by the idea that your assets should be able to produce more than just financial returns; they should interact with communities, produce what economists would call ‘externalities’, and result in other returns that can be grouped into environmental, social and governmental impacts.

The Marketing Messages that Surround ESG Investing

Neil Rogan

Head of Wholesale Partnerships

Russell Investments

Australia

November 24, 2021

Value of an Adviser

The value of an adviser 5.2% pa: Why it’s higher than ever

An adviser’s value was never more obvious than during 2020.

It was a year that challenged us all in so many ways. Financial markets fell sharply early in the year, when the global spread of the COVID-19 virus forced a sudden....

Value of an Adviser

Neil Rogan

Head of Wholesale Partnerships

Russell Investments

Australia

September 7, 2021

DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.