Information booklet

Why choose Australian Ethical

Information booklet

Adviser toolkit

Aligning advice with client values

Adviser toolkit

Client questionnaire

Personal values questionnaire

Client questionnaire

Ethical investing year in review

We’re delivering market-leading returns and making a positive impact on the planet. In the 2019-20 financial year, which has been dominated by the COVID-19 crash, we’ve maintained our resilience with our Australian Shares Fund and our Balanced Fund outperforming their benchmarks.

Join our Chief Investment Officer, David Macri and Head of Ethics Research, Dr Stuart Palmer for a live year in review.

The webinar covers an investment wrap up and ethics update.

Investment wrap up:

  • How our portfolios have performed over the past financial year
  • Emerging opportunities in our portfolio
  • Approach to missing risk in a client’s portfolio.

Ethics update

  • Companies we’ve divested over the last 12 months and why
  • Case studies on companies we include and exclude
  • Update on our ethical issues frameworks
  • Influencing through shareholder resolution and corporate engagement.

Financial Standard Q&A with our CIO

As featured in the Financial Standard this Q&A with our Chief Investment Officer David Macri discusses:

  • Our ethical investment approach;
  • What sets us apart from other ethical fund managers;
  • The importance of advisers protecting their clients against the financial ramifications of climate risk.

Ethical investing is growing rapidly

The choices available to investors wanting to do good for themselves and the planet are vast. To make good choices investors need to understand how their investments can have an influence – and how to avoid green washing.

Dr Stuart Palmer, Head of Ethics Research, discusses the different types of ethical investment so you can help align your clients' investments with their values.

The Shades of Green webinar will equip you to answer these questions about responsible investment:

  • What is responsible investment?
  • Is it the same as ESG, ethical, sustainable and impact investing? 
  • Why is it growing so fast?
  • What do people want from it, and how would they know if they’re getting it?
  • Are banks, Facebook and coal mines good investments?

Access innovative small cap opportunities

Hear from our Australian Equities team whose active small cap expertise has been recently recognised by Money Management's Fund Manager of the Year - Responsible Investments and Financial Standard's Investment Leadership Award - ESG.

Andy and Mike will show you how they apply their stock picking expertise to an ethical universe of stocks and prove that your clients don’t need to compromise on performance if they invest ethically.

The webinar will cover the benefits of incorporating this strategy into your recommendations, including:

  • how an ethical approach removes domestic bias and exposes clients to forward looking sectors
  • the benefits of an active small cap approach and sector specialisation to portfolio outcomes
  • how we deliver competitive long-term returns with lower risk and lower correlation.

Our Influence: A Round-Up of Our Recent Advocacy Activities

As well as making a difference through what we do and don’t invest in, Australian Ethical works with companies to encourage improvement of the social and environmental impacts of their businesses.

We use a variety of approaches, including private engagement and public advocacy as well as formal and informal collaborations with other investors and civil society organisations.

We regularly review issues and themes where Australian Ethical can make a contribution – and we welcome member and other stakeholder views on areas where we can best work for positive change.

Advocacy commentary

Ethical update

View advocacy commentary

Australian Shares SMA Strategy

Ethical conviction with award winning investment capabilities

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