Everything you need
Here are some tools, tips and insights to help make ethical investing easy for you and your clients.
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.
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
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.
Made for you
Investing for a better world
PDF, 1.08 MB
Australian Shares Portfolio
PDF, 586.25 KB
Better Managed Funds
PDF, 247.13 KB
Simply better super
PDF, 677.81 KB
Having positive climate conversations
PDF, 5.89 MB
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
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
Inflows to responsible investments have reached new highs, according to the Responsible Investment Benchmark Report 2021 Australia.
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.
30 March – Melbourne
5 April – Sydney
11 May – Brisbane
17 May – Adelaide
19 May – Perth
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.
9 - 10 November – ICC, Sydney
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.
23 - 24 November – ICC, Sydney
Managed funds application form
PDF, 250.16 KB
Adviser third party and fee authority form (Managed Funds)
PDF, 127.43 KB
Additional investment application form
PDF, 133.78 KB
PDF, 143.92 KB
Pension application form (paper)
PDF, 228.41 KB
Adviser third party and fee authority form (Super & Pension)
PDF, 133.67 KB
Super rollover form (paper)
PDF, 121.24 KB
Change of investment option form
PDF, 109.83 KB
Tax file number declaration (ATO)
PDF, 525.34 KB
Binding death benefit nomination form
PDF, 136.46 KB
Transfer of insurance cover form
PDF, 164.05 KB
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.