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Adviser resources

Everything you need

Here are some tools, tips and insights to help make ethical investing easy for you and your clients.

Useful links

Our positions on topical issues

Our positions on topical issues

Ethical investing is not always black and white. Our positions outline our stance on many challenging and complex issues like climate, animal welfare and human rights.

Our influence

Our influence

We're active shareholders and advocate to influence companies and governments to change for the better. We report quarterly on our actions.

2021 Sustainability Report

2021 Sustainability Report

We report annually on our sustainability credentials including the carbon intensity of our portfolio, our investment in renewables and alignment with the UN's global SDGs.

Industry news

Help your clients avoid the rising tide of green wash

Help your clients avoid the rising tide of green wash

Consumers expect their financial adviser to be knowledgeable about responsible investment, but how do you navigate the many shades of green?

Client demand for responsible investing set to rise

Client demand for responsible investing set to rise

Insights from Investment Trends 2021 ESG Report reveal investor demand for ESG investments is strong and set to rise across all age groups.

Responsible investing outstripping mainstream assets

Responsible investing outstripping mainstream assets

Inflows to responsible investments have reached new highs, according to the Responsible Investment Benchmark Report 2021 Australia.

Events and webinars

The symposium will include assessment of the macro-economic outlook, particularly the changing roles of monetary, fiscal and social policy. The purpose is to identify emerging investment opportunities and secular trends in domestic and global equity markets.


Details:

30 March – Melbourne
5 April – Sydney
11 May – Brisbane
17 May – Adelaide
19 May – Perth

Reserve a spot

Impact X Summit is the meeting place for founders and investors to scale solutions to global problems. Early stage companies from around the world converge to share next-generation impact technologies, that will improve lives and restore the planet.


Details:

9 - 10 November  ICC, Sydney

Reserve a spot

The FPA Professionals Congress is a highlight each year for the financial planning profession. The event will offer an exceptional opportunity for you to reconnect with your peers - in person - as you gain the insights and knowledge you need to make the most of 2022 and beyond.


Details:

23 - 24 November  ICC, Sydney

Reserve a spot

Product info

Portal logins

You can view your managed funds clients via the AdviserServe portal provided by Boardroom.

managed funds



For retail Super and Pension clients, the portal is provided by Mercer.

Check out the user guide if accessing for the first time.

super & pension

Get in touch

Contact a member of our Adviser Relationship Team today if you would like to learn more about responsible investing or our range of ethical investments.

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