Podcasts about morphic asset management

I always enjoy my conversations with the team at NorthStar Impact Funds, and this interview with Claudia Kwan is no exception. Claudia has a thoughtful and passionate perspective on impact investing - it's not about ticking boxes or keeping up appearances, it's about solving real-world problems by investing in innovative companies offering practical, viable solutions. We get to the heart of Impact Investing, which fundamentally is about creating positive impact whilst making an investment return. Refer Impact case study on SciDev hereClaudia has over 15 years of experience as a business and investment professional with extensive experience in stock research. Prior to joining NorthStar Impact, she was a Senior Investment Analyst with Morphic Asset Management, and also had roles at Smithtan Asset Management in Hong Kong, Morgan Stanley (HK), Management Consultant in China, and Saltbush Funds management.Claudia has a Bachelor of Business/ Bachelor of Arts in International Studies from University of Technology, Sydney.I hope you enjoy listening to this interview with Claudia Kwan of NorthStar Impact Funds (Note that NorthStar was formerly known as Inspire Australian Equities, and I interviewed Founder and CIO Kerry Series back in December 2021, if you'd like to go back and listen to that episode.   You can check out their website at: northstarimpact. Link to DISCLAIMERS We wish to acknowledge the traditional custodians of the land we recorded on, the Wardandi Noongar people. We pay our respects to them and their culture; and to elders past, present and emerging. For more information about James Baird and JustInvest Financial Planning see: justinvest and ethicalinvestment.   

This episode is fairly unique, because we're talking about a new film release and ethical investment stock picks in the same conversation, and that's because our interviewee has two careers – one in film, and one in investment.  Mark Forstmann has written and produced a new film called Climate Changers, which follows Tim Flannery's search for leadership on climate change. In it, Tim travels the world meeting leaders past and present in the hope of finding answers to his questions about the future. It is currently being  screened at selected film festivals, with a full release in September/October this year.  Mark is an Independent Investment Analyst and is currently a member of our Ethical Advisers Funds Management (EAFM) Investment Committee, so we took the opportunity to discuss some current investment examples within our Mid-Cap Australian Share portfolio. Please note that this is general information only, and not specific investment advice. Mark has 28 years' experience in investment markets including equities, currencies and fixed interest. Mark has worked with ethical fund managers such as Hunter Hall, Future Super and Morphic Asset Management, and served on the Board of the Nature Conservation Trust of NSW. He holds a Bachelor of Science from Sydney University.In his second career, Mark Forstmann is a producer, director, and writer with experience ranging across drama and documentary. A graduate of Australian Film, TV & Radio School, his first feature as writer-director, MONKEY PUZZLE, won awards at several international film festivals, including the Best Environment Film at Shanghai International Film Festival.Mark refers to recent carbon dioxide emissions  - refer to CO2 emissions - Our World in Data for a detailed reference. Finally, I'd like to explain a financial term that Mark refers to: EBIT (or EBITDA): this is an acronym for 'Earnings before interest and tax' (for EBIT) or the slightly more elaborate 'Earnings before interest, tax, depreciation and amortisation' (in the case of EBITDA). In short, it shows how much operating expenses are eating into a company's profits, and the higher the EBITDA margin, the less risky a company is considered financially. I hope you enjoy this discussion with Mark Forstmann. We wish to acknowledge the traditional custodians of the land we recorded on, the Wardandi Noongar people. We pay our respects to them and their culture; and to elders past, present and emerging. For more information about James Baird, JustInvest Financial Planning and EAFM and Ethical Investment Advisers see: justinvest, EAFM and ethicalinvestment.  

Introducing the Ethical Investment Series! This five part series is designed to help financial advisers start incorporating ethical investments into their advice. In this first installment, Clayton talks with James Tayler from Morphic Asset Management. James gives us insights into what a 25 year career in asset management can teach you about the benefits of ESG investing. Episode Resources: Morphic Asset Website: www.morphicasset.com James Tayler Linkedin: https://www.linkedin.com/in/james-william-tayler-547739a/ Additional resources: https://www.responsiblereturns.com.au/ & http://www.ethicaladviserscoop.org/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is sponsored by Goodments. (https://goodments.com/) Established in 2017, Goodments creates sustainable investing solutions for advice professionals and retail customers. Focusing on tools that help customers engage with sustainable and responsible investing, our goal is to play a key role in redirecting capital to environmentally sustainable, socially responsible and ethical business. The Goodments Adviser portal is a Discovery, Analytics, Research and Advice support tool, designed to give Advisers the confidence to determine their customer's responsible investing needs, analyse portfolio holdings, and access institutional grade ESG research for over 7,000 global equities, ETFs and funds. New XY platform now available: App Store https://apps.apple.com/au/app/xy-adviser/id1480066542 Google Play https://play.google.com/store/apps/details?id=com.mightybell.xyadviser&hl=en_AU Desktop https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus

Steven Pritchard talks to Jack Lowenstein, Joint Chief Investment Officer / Managing Director of Morphic Asset Management, about ethical investing.

This 2-minute snippet didn't make the final cut of the podcast episode with Chad Slater of Morphic Asset Management, but we figure it's worth its own micro-episode! Take Owen’s investing valuation course (FREE):https://www.rask.com.au/sign-up-investorSHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

Chad Slater is the co-founder of Morphic Asset Management, a high-profile Sydney-based investment company which invests with more than one purpose. Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investorSHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/****This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

Chad Slater is the co-founder of Morphic Asset Management, a high-profile Sydney-based investment company which invests with more than one purpose. Take Owen's investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

What do French trams, the Bank of Internet and a Pakinstani cement company have in common? They’ve all found their way into the global equity portfolios managed by Morphic Asset Management’s Jack Lowenstein. Morphic’s portfolios are global, ethically screened and allow for shorting, representing an expansive view of the world’s current investment opportunities. ----more---- In our latest episode of Your Wealth, Gemma Dale interviews Jack about his current favourite stocks and his thoughts on: Why an ethical screen makes good investment sense, and how to apply your own Why he avoids the big names in technology, such as Apple and Google Which strategies he recommends investors ‘don’t try at home’ Why he believes sharing his investment tips is a social responsibility, Where he sees the most value in markets right now… and much more. Access this and previous episodes now on iTunes, Podbean or at nabtrade.com.au/yourwealth.   The information provided in this podcast is intended to be of a general nature only. Any advice has been prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, National Australia Bank Limited (ABN 12 004 044 937 AFSL 230686) (NAB) recommends you consider whether it is appropriate for your objectives, financial situation and needs. NAB recommends that you seek independent advice before acting on any of this information. NAB is not a registered tax agent and any taxation information contained on this website is of a general nature. The tax consequences of investing will depend on your particular circumstances and we recommend that you seek professional tax advice before applying for a financial product. The information in this podcast is not a substitute for reading the relevant terms and conditions and Product Disclosure Statement (PDS) before making any decisions available via our website at www.nab.com.au ©National Australia Bank Limited ABN 12 004 044 937 AFSL and Australian Credit Licence 230686 89526A0514.

In early 2017 Morphic Asset Management co-founder and stock picker, Jack Lowenstein, announced the creation of an Ethical Investment Fund that won't invest in mining, alcohol, tobacco, factory farming, old growth forest logging or armaments. Since then, his 16 and 19 year old daughters have suddenly become incredibly engaged with what he does. Not only is he out to make steady returns for his investors, he understands they want it to be done in a way that leaves the world a better place ...

EON speak to Jack Lowenstein from Morphic Asset Management about their global Ethical Investment Listed Investment Company.  Chad Slater & Jack Lowenstein have a rich history in ethical investment, having been at Hunter Hall during its glory days. Morphic Asset Management have a strong risk management focus which we talk about in depth.  This discipline means the returns are achieved with significantly less volatility than if you invested in a broader index.  The benefit of this is often hard to see day to day but are a significant benefit for long term investors. The fund is global focused, so is another opportunity to diversify from the Australian market.  The investment criteria is discussed in detail but will exclude companies that add to global warming, which Jack views as the biggest issue of our time, gambling, alcohol and coal. This is a great episode for all trustees who want to learn how to invest better and are interested in global and ethical investment. Compound your wisdom!

EON speak to Chad Slater from Morphic Asset Management on the changing investment environment since the start of the year. We talk the current state of the market, their expectations for the year ahead, some identifiers for changing market conditions, their view on Woolworths and the importance of a decent exposure to international markets for SMSFs.This is not just market prediction from a global fund manager, it is a great episode that goes much deeper into an investment managers psyche to extract real value for all SMSF Trustees.Compound your wisdom!

We speak with Jack Lowenstein from Morphic Asset Management.  I do not want the podcast to be a precession of fund managers promoting their funds.  The discussion I have with Jack provides great insight into the psychological workings of the market, strategies to counteract natural human tendencies and the importance of international markets to SMSF trustees.     The importance of international exposure to your SMSF is highlighted in the attached article Morphic produced.  The introduction to the paper is so powerful I decided to read it on the podcast.  The essence of the article is that things can go wrong in economies, even when they appear strong. Australia might not be immune from long term underperformance versus global markets.     If you do not have exposure to global markets, its not too late, as Jack explains on the podcast, increasing your exposure on the way up, can be a great strategy that counters the natural inclination of not buying after a price rise.   Compound your wisdom!