The Year in Review - 2018

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

 

• Ratings for Responsible Investment Products