ETHICAL ADVISERS’ CO-OPERATIVE – 2018 YEAR IN REVIEW

  • The Ethical Advisers Co-operative Australia represents 34 financial advisers across Australia with over 3,500 clients/investors.

  • The Ethical Advisers’ Co-operative (EAC) Funds under management report compiled March 2019.  Ethically screened funds under management rose 34% over the last calendar year to  $1.764 billion by EAC members. 

  • Greenwash Gong Award 2018 AMP Responsible Investment Leaders Products for broad definitions on ethical screening.
  • Ethical Fund manager engagement Webinars – 9 Webinars.

  • NGO engagement – Market Forces and ACCR.  Shareholder campaigns assistance with our clients – Whitehaven Coal, Qantas, Santos, QBE, Origin Energy and IAG.

  • Royal Banking Commission submission on transparency, disclosure and ethics screening.

  • Engaged with fund managers on disclosure of holdings, fossil fuel screens.

  • EAC speaker at Morningstar adviser education event on ESG and client relationships.

  • RIAA Benchmarking Report participation and inclusion August 2018.

  • 5th Annual Ethical Investment Week  “A World of Choice” October 2018 with 7 community events in 4 states, radio, interviews, social media and videos.  Exclusive distribution rights Movie Event – Jeff Bridges “Living in Futures Past”.

2019 PLANS IN PLACE

  • Ongoing education articles and training education to the financial planning sector on Ethics and Ethical Investment via KAPLAN education
  • Speaking events via FPA Australia on Ethical Investment and Ethics
  • Ratings for Responsible Investment Products

​ABOUT THE ETHICAL ADVISERS’ CO-OPERATIVE LTD

The Ethical Advisers' Co-operative Ltd (Co-op) is a member operated organisation created to help communicate the intention and benefits behind ethical investment. The Co-op aims to help investors understand ethical investment and also to help investors find a specialist ethical investment adviser.  The Co-op aims to benefit its clients through ethical investment by:

  • Providing investors with financial and ethical insights;
  • The peace of mind that comes with aligning investments with ethical values; and   
  • Saving time and effort in evaluating socially responsible investment options.       
© Ethical Advisers' Co-operative Limited 2018

​The contents of this website are intended as general advice only.  The information provided by the Ethical Advisers Co-operative do not account for any individual’s personal objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice.  The Ethical Advisers Co-operative recommends all users obtain their own independent professional advice from an appropriately qualified financial adviser before making any decision relating to their particular requirements or circumstances. Investing in, or switching between investments or superannuation funds may have unintended financial consequences. 
 
The survey results, and all information contained in this website including all documents, consider only the ethics of each fund and do not include any analysis of fees, performance or financial suitability. The ethical score is subjective and benchmarked against each adviser’s average ethical client. Your ethics may differ. We recommend you speak to an experienced ethical financial adviser for personalised advice before making any decisions. The information provided by the Ethical Advisers Co-operative does not constitute financial advice. The information is presented in order to inform people motivated by ethical, environmental or social concerns.