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Ethics

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In-house research team

We believe you can’t outsource integrity, that’s why we have an in-house research team whose bespoke, ongoing analysis underpins all our investments and drives change through active company engagement. Their research uses ethical frameworks around sectors or issues that are updated as the world and our understanding of it changes.
The right thing

The right thing

Our ethical approach means there are some sectors we don’t invest in. For example, we have never invested in tobacco.

The smart thing

The smart thing

Reinvesting money into sustainable companies is the smart thing to do - it ensures money is driving a better future.

Lasting change

Lasting change

We believe our purpose as ethical investors is to earn an attractive return by funding the positive transformation the world needs.

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The Ethical Charter

Our Charter established the foundation for how we invest and how we’ve always invested. It guides us in seeking out investments to support, and those to avoid.

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How we assess

We only make investments that we believe are aligned with our ethical principles, laid out in the Ethical Charter, in 1986. In essence, these principles provide a tried and tested framework for examining whether a company is part of a path to a better future for people, animals and the environment.
see our ethical criteria
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Who we don't invest in

Sometimes there will be destructive companies and sectors where we're more than happy to be black and white in our thinking. For example, we don't invest in tobacco, coal mining companies or nuclear weapon companies. We apply exclusionary thresholds to all of these negative activities.*

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Who we invest in

We are invested in a vibrant mix of companies, large and small across a range of industries both in Australia and around the world. They're connected by our conviction that their success is linked to society's prosperity and the planet's wellbeing.
see list of companies
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Corporate engagement

Our drive for meaningful change doesn't stop at investing. It's a responsibility of ethical investors to practice active shareholder ownership and advocacy. Our ethical investment voice can, and does, influence companies and governments to change for the better.

Influencing

Engaging with companies helps us build a deeper understanding of their positive and negative impacts, and any obstacles to a more sustainable future. 

Shareholders

As shareholders, we actively engage in shareholder resolutions and vote for the changes we want to see. 

Divestment

We may divest our holding if a company does not meet our stringent ethical criteria. Divesting can help start real conversations for change, trigger chain reactions and grab headlines. 

Read more information 
Our influence  Our positions

*Learn more about our thresholds here.