The Australian Ethical investment team is the heart of our business. They’re the people who manage the $3 billion in funds under management that we invest ethically for our super members and managed fund customers. In February 2019 our investment team was recognised for their hard work when they won Financial Standard’s Investment Leadership Award – ESG. The Australian Shares Fund was the winning fund for us and our Diversified Shares Fund was also a finalist in the category. The award was accepted by our Chief Investment Officer David Macri at an awards night in Sydney, alongside our Head of Client Relationships Leah Willis.
David said the win reflects Australian Ethical’s commitment to integrating environmental, social and governance (ESG) criteria into our investment process while also staying true to our Ethical Charter.
“ESG is an important tool that helps us assess companies to ensure they comply with our Ethical Charter,” said David. “It’s part of our investment process alongside our positive and negative ethical screening.”
Another big win for us in December was the Best Green Super Fund in Money magazine’s Best of the Best awards. We won this award for our Employer Balanced super option.
In November we won the Infinity Award 2019 from research house SuperRatings. The award aims to recognise the Australian super fund that “leads the industry in sustainable behaviour” and displays “genuine responsible investment principles and openly communicates these processes with fund members”. The assessment criteria takes into account carbon output, climate change risk, member engagement, investment approach and transparency.
In June we won a Gold Award from the Australasian Reporting Awards (ARA) for our Annual and Sustainability Report 2017. The ARA described our report this way:
“An engaging integrated, sustainability and annual report that is strongly aligned to the organisation’s ethos and its core stakeholders’ interests. It provides a clear and concise year in review snapshot, and makes good use of images and tables to communicate effectively.”
If you haven’t done so, you should also check out our 2018 Sustainability Report which includes some really engaging case studies, infographics and videos.
In 2018 we were also recognised for our industry-leading social media strategy when we won Social Media Campaign of the Year in the Financial Standard MAX Awards. We have over 125,000 active followers on social media and a much higher level of engagement than typical financial services companies. We view social media as a forum for sharing information about initiatives, events, and news related to a more ethical and sustainable future for society, animals and the environment.
That’s just the start
All of the awards we have won since 2002 are listed on our website, and in addition to our long list of awards we are also members of various ethical and environmental groups. For example, we are a certified B Corporation which means we “meet the highest standards of verified social and environmental performance, public transparency, and legal accountability to balance profit and purpose”. In recent weeks we have also been certified as a member of 1% for the Planet which means we donate 1% of our total revenue (before tax) to not-for-profits that are helping protect and preserve the environment. We are also supporters of the Verified Tobacco-Free certification, and we are acknowledged by Tobacco Free Portfolios as a leader on this issue because we have never invested in tobacco companies. Our many awards and certifications are proof that our ethical approach to investment management is benefiting the planet, people and animals.