ETHICAL ADVISERS’ CO-OPERATIVE – WHAT WE HAVE ACHIEVED
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
The contents of this website are intended as general advice only. No specific person’s circumstances, financial situation or objectives have been taken into consideration. You should not act on the information provided without seeking personal advice from an appropriately qualified financial planner.
The surveys, and the information contained in this website and 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 to 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.