Ethical Investing
Ethical investing means putting your money into investments that align with your ethics and values, while reaching your financial goals.
Ethinvest considers the social, environmental and governance concerns important to you, alongside the financial returns 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.
Tailored Portfolios
If you have strong ethical preferences and want a hands-on role in managing your investments, our Tailored Portfolio Service is for you. Your adviser will design a portfolio tailored to your needs, with changes pending your approval.
Impact Investing
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.
Ethinvest has led the way in ethical and impact investing since 1989, working with individuals, families, foundations and organisations to align their investments with their values. Over more than 3 decades we have supported clients to achieve long-term financial outcomes while contributing to positive social, environmental and governance change.
We support investments that contribute to climate solutions, sustainable industries and social outcomes such as health and education, for positive impact.
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.
