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352:, using the contemporary decision frameworks (and criteria) that bring these to life. This process identifies companies that Australian Ethical believe can influence progress towards a better future for people, animals and the environment and restricts those that they believe aren’t; and this research defines their universe of potential ethical investments.
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On 25 November 2022, Australian
Ethical successfully completed the successor fund transfer (SFT) of Christian Super into Australian Ethical bolstering customer numbers and FUM. Australian Ethical also inherited Christian Super’s impact investing portfolio which became available to non-super investors
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Australian
Ethical is a pure-play ethical investment manager, only offering ethical funds across Australian Equities, International Equities and Multi-asset funds. It offers thirteen superannuation and pension options to its members as well as twelve managed funds options, an SMA and an ETF product.
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Australian
Ethical was founded in 1986, and since then, has been providing investors with investment management products that align with their values and provide returns aligned to the objectives of each fund. All investments are guided by the Australian Ethical Charter which shapes its ethical
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Australian
Ethical was one of the first superannuation companies in Australia to sell super directly to customers using a digital marketing approach, and now also sells managed funds directly, as well as through a network of advisers and private wealth firms. They also have a small institutional
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In 2014 the company became a founding B Corporation (B Corp) in
Australia and the first listed B Corp in the region. It was awarded the B Corp "Best for the World" ranking it in the top 5% of B Corps globally (in the corresponding size group) in various categories in the years 2015–2019 and
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Ethical stewardship – The ethics research team also monitors investee companies and engage to influence companies, governments and others as an important part of the process. As an investor they can encourage companies to create more positive impact and avoid negative impact in different ways –
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Divestment, and the threat of divestment, is another tool. If done at scale it can affect a company’s cost of capital, making it less competitive than its more sustainable competitors. If done publicly, it can impact a company’s reputation. It can also create market signals that help influence
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Investment analysis and construction – Australian
Ethical’s investment team then constructs portfolios suitable for the investment strategies and return objectives of funds and options. Their investment strategy results in equity and multi-asset funds that are overweight versus benchmark in
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2021–2022. As at 13 July 2023, the ethical investment manager became the highest scoring
Certified B Corp in Australia and Aotearoa New Zealand after achieving a recertification score of 168.5, more than double the score required to gain certification.
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Every year, Australian
Ethical donates 10% of profits (after tax and before bonus) to the Australian Ethical Foundation to unearth and fund high impact charities driving solutions addressing climate change.
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program supports early stage projects and ideas that have the potential for large impact in combatting climate change. Since 2000, Australian
Ethical has paid out over $ 9 million in grants.
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As at 30 June 2024, Australian
Ethical has $ 10.44 billion in funds under management and more than 130,000 clients (managed fund investors and funded superannuation members).
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for the first time through its multi-asset managed fund options. Post the SFT, Australian Ethical continues to operate solely under the Australian Ethical brand.
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Give investors access to ethically screened portfolios of companies and other investments which are more aligned with their values than market portfolios.
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Influence progress towards a better future for people, animals and the environment by engaging with select companies to improve key business practices.
475:"Now, we manage $ 10.44 billion for more than 130,000 funded customers (managed fund investors and funded superannuation members) as at 31 March 2024"
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publicly questioning company decisions at AGMs and through the media, including through proposing and supporting shareholder resolutions.
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Australian Ethical’s stewardship includes strategic action for change on a small number of priority issues which have included:
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Ethical assessment – the in-house Ethical Research team assess possible investments according to the 23 principles of the
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Help them identify, understand and manage investment risk and opportunity, at a company, portfolio and systemic level.
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renewables, technology and healthcare with on average 4.1x more investment in renewable energy than the benchmark.
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voting for changes to directors and executive remuneration more aligned with sustainable business strategies
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collaborating with other investors to signal shared expectations for more responsible business practices
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business providing managed funds to organisations, largely not-for-profit and values-aligned.
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sometimes a simple discussion with management works. But they can also encourage change by:
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On 17 Dec 2002 Australian Ethical was listed on the Australian Stock Exchange (ASX) as AEF.
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Stopping finance and insurance helping expand the fossil fuel sector
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Reducing emissions from high emissions building products.
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Reducing harm to animals from animal testing and research
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approach and underpins both its culture and its vision.
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571:"How Australian Ethical is driving impact with returns"
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Companies listed on the Australian Securities Exchange
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A major contributor to this article appears to have a
817:"Impact - Australian Ethical Super and Managed Funds"
518:"AEF share price and company information for ASX:AEF"
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Stopping livestock driven deforestation in Australia
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451:"ASX Announcement: AEF Quarterly FUM Announcement"
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597:"Appendix 4E and Full Year Report and Accounts"
643:"ASX Announcement: Quarterly FUM Announcement"
369:voting against a merger or a demerger proposal
933:Financial services companies based in Sydney
431:"McMurdo new CEO of Ethical Investment fund"
330:Their ethical investing approach aims to:
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963:B Lab-certified corporations in Australia
789:"Guide to our Ethical Investment Process"
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61:Learn how and when to remove this message
953:Australian companies established in 1986
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493:"About Australian Ethical Investment"
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