Alphinity Investment Management

The AI opportunity is increasingly capturing investor attention. However, investing in this rapidly evolving sector must be done responsibly and ethically to ensure we understand, measure, and manage potential risks. That’s why Alphinity have proudly partnered with Australia’s national science agency, CSIRO's Data61 to launch our Responsible AI Framework for investors and financial services. The three-part framework is a practical, open-source toolkit that can be tailored and adapted by investors to assess the impact of AI across their investment portfolio. It bridges the gap between emerging AI considerations and traditional ESG principles, such as climate, modern slavery, and governance. The framework and toolkit follow 12-months of extensive research and engagement with leading global and local companies across a range of sectors, including #banking, #mining, and #technology. A big thank you to all the companies who gave their time to ensure an informed, detailed investor resource. You can find the report findings and access the toolkit via the link below. https://lnkd.in/gDivs5iq #AI #ESG #ResponsibleInvestment #Investor #FinancialServices

Described by some as a trillion-dollar solution without a trillion-dollar problem to solve, Artificial Intelligence is undoubtedly at the centre of the whirlwind that has powered tech stocks to unprecedented- and some would say unsustainable – highs. Are there parallels with the dawn of the internet age? Can you afford to miss out? Trent Masters joins Ensombl's Investment podcast, alongside Morningstar’s Bianca Rose and host James Whelan to discuss the investment opportunities and risks presented by AI. Listen and Watch Now: https://lnkd.in/gSmnktwg

To expand Alphinity’s understanding of emerging ESG and sustainability trends, Moana Nottage attended the Responsible Investor Europe conference in London. There, she engaged with industry leaders and learned about the key ESG issues of the year: the increasing focus on nature and biodiversity, the growing importance of transition finance and ongoing concerns about greenwashing. Read the article to learn more: https://lnkd.in/g2s__WTA

Recent dramatic market fluctuations driven by increased recession fears and skepticism about AI monetisation saw volatility levels hit Covid and GFC levels and disrupting crowded trades such as the Yen carry trade. In this interview with ausbiz, Elfreda Jonker explains why it is important to remain anchored in your investment process and focus on company fundamentals during elevated uncertainty. She reflects on the current strong earnings season, new buying opportunities and why Alphinity remains convicted in the long-term outlook for select GEN AI beneficiaries. Watch now to learn more: https://lnkd.in/gYrT4K8X

We're excited to announce that Jessica Cairns will be joining the speaker lineup at this year's #PRIinPerson conference being held in Toronto, Canada, this October. Jessica will be speaking on Responsible AI, sharing insights and learnings from the research conducted by Alphinity in partnership with the CSIRO. Find out more about the Responsible AI ESG Framework for investors here:

Last week we hosted the Fidante distribution team for a morning tea in our Sydney office. It was a wonderful opportunity for our teams to connect, network, and strengthen our relationships. We are looking forward to the exciting opportunities that FY25 will bring.

Elfreda Jonker joined ausbiz this week to discuss the recent global IT outage caused by Crowdstrike's software update, the ongoing debate around global risk exposure and potential regulatory interventions, reasons for the recent rotation into small cap stocks and how Alphinity Global is currently positioned heading into the 2Q24 reporting season.    Watch Now: https://lnkd.in/gQap3gXG

Thank you to the Australian Shareholders' Association for inviting Alphinity to share insights at the 2024 Sydney Investor Forum last week. We explored the evolution of global AI investing in 2024 and the future of Generative AI beyond the early beneficiaries. ASX: XASG ASX: XALG Elfreda Jonker #ActiveETFs #GENAIInvesting #Earningsleadership #AspireSustainProsper #Globalequities

Aussie investors can now measure the environmental, social, and governance (ESG) impact of AI 💡 https://bit.ly/4be33g2 💡 'The Intersection of Responsible AI and ESG: A Framework for Investors' is a practical and customisable guide that businesses can use to safely navigate the changing AI landscape. Created by CSIRO's Data61 and Alphinity Investment Management, this report equips readers with the knowledge and skills to: • Understand the current AI landscape and integrate responsible AI (RAI) into existing ESG strategies. • Evaluate RAI practices within companies using a framework grounded in ESG principles. • Promote RAI leadership in the industry and advocate for standardised, meaningful company disclosures. Explore the full report here: https://bit.ly/4be33g2 #AI #responsibleAI #invest

Healthcare stocks have been Australia's most consistent wealth generators, with the S&P/ASX Health Care Index outperforming the market by a staggering 994% over the past 20 years. And yet, while COVID-19 put our health back into the spotlight, healthcare stocks have been a mixed bag since then, with the sector remaining a focal point for investors. In this episode of Livewire Markets' Buy Hold Sell, Stuart Welch, CFA and Yarra Capital Management's Marcus Ryan identify the companies with a clean bill of health and potential for growth. Watch Now: https://lnkd.in/gbVcGjCU