Financial advisers

Ethical investment:
how big is the opportunity?

The world is changing. People are making more considered choices, from the clothes they wear to the investments they make. Investors are demanding companies to act more responsibly and they are seeking competitive returns without compromising their values.

Our investment portfolios are well placed to benefit from global megatrends like:



Innovative software
Medical technology


Renewable energy

Clean energy solutions
Low-carbon transport
Avoid big carbon-emitters



Aged care
Medical solutions
Health and wellbeing

Beyond ESG

Australian Ethical has always gone beyond ESG (environmental, social and governance criteria) with its unique combination of ethical screening. Our Ethical Charter has both positive and negative screens, which means we don’t simply avoid companies with a negative impact but we proactively seek out companies that do good.

And while we’ve evolved in many ways since starting in 1986, we have always stayed true to this rigorous positive and negative screening process.


Good Money blog

Get the latest updates on ethical investments and learn more on the positive impact our investments have on planet, people and animals.

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Ethical Charter

Our Ethical Charter is a series of statements that guide both the positive side (investments we seek out) and the negative side (investments we avoid) of our ethical approach.

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Our position

Here’s our stance on the issues we get asked about the most. We’ve developed them by asking what’s best for people, the planet and animals, using the principles of our Ethical Charter.

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Access innovative small cap opportunities

About us

The demand for ethical leadership will only accelerate over time, with the expectation that businesses should be a force for positive change.

By 2025, socially engaged groups will represent 75% of the workforce1.

This re-set of expectation is gaining recognition and is translating into a real shift in the allocation of capital, with more than half (56%2) of Australia’s investment now being invested through some form of responsible investment strategy.

We offer investment solutions for the conscious consumer and our customers can choose from a suite of eight managed funds or from the 13 prominent investment options offered in our super fund. Our members feel safe with the knowledge that all the underlying companies and investments in our portfolio have passed our comprehensive ethical screening process.

1. Millennials – the global guardians of capital, UBS, June 2017
2. 2018 Responsible Investment Benchmark Report, Responsible Investment Association of Australasia (RIAA)

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Client-factsheetsDownload our adviser toolkit

Responsible Investment Association Australasia (RIAA)’s most recent 2018 Benchmark Report notes that 55.5% of Australia’s professionally managed assets are invested responsibly. This includes funds that may consider to varying degrees, ESG (environmental, social and governance), exclusions, sustainability-themed and impact in their investment approach.

So how do you cut through all this jargon and what are the opportunities?

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Have questions?

I am here to help with your business and your clients. Get in touch by filling out the form below or call me on +61 2 8276 6246.

I look forward to connecting.

Quyen Dam
Manager Adviser Relationships