Ethical investing means putting your money (whether it’s your Super, a Pension or other savings) into investments that align with your personal ethics and values, while helping you reach your financial goals.
We consider the social and/or environmental concerns important to you, alongside the financial returns available from any investment we recommend.
Over 30 Years' Experience
Ethinvest was the first investment advice firm in Australia to specialise in Ethical investment. We are now the largest and have developed a rigorous and transparent system for rating investments. We call this our Impact Spectrum.
Inhouse Expertise you can Trust
When designing portfolios we draw on the expertise of our inhouse research team, and explain our process clearly, so you can trust that what you’re investing in really does align with your values. Every investment recommendation we make comes with both a financial and a detailed ethical profile regardless of the service you choose.
Simple and Streamlined
Investing ethically can seem complex but our Managed Portfolio Service (MPS) makes it simple. Our three MPS portfolios (Conservative, Balanced and Growth) include the best ethical investments available and are offered via a lower cost, streamlined advice process for your Super, Pensions or other savings.
If you have strong ethical preferences and want a hands-on role, our Tailored Portfolio Service is for you. Your adviser will design a portfolio tailored to your needs, with changes pending your approval. This service caters to various structures, ranging from SMSFs, Trusts, NFP organisations, Foundations, to individuals and family groups.
Impact Investing directs capital towards intentionally beneficial activities that provide a financial return, while also measuring their positive impact on the planet and its people.
In 2014 Ethinvest launched our sister company Australian Impact Investments (Aii), with the intention of growing the impact investing opportunities available to Australian investors. We are proud that Aii now has impact investment funds under advice of over $300 million, with a significant portion contributed by Ethinvest clients, underscoring the tangible positive difference being made.
It is important to note that Impact Investments are generally only available to Wholesale Investors - those with more than $2.5 million in investible assets or income of over $250,000 per year.
Our Impact Spectrum
Each investment is categorised as having one of four types of impact – harm to people or planet (H), avoid harm (A), benefit to people and planet (B) and contribute to solutions (C). We reserve type C for those investments where impact is intentional and measurable. We call this the Impact Spectrum.