Ethical Investment Week 2024 is an opportunity for Australians and New Zealanders to learn more about building their sustainable legacy in partnership with Co-op advisers. #EthicalInvestWk

Ethical Investment Week
30 September - 6 October 2024

Each year, Ethical Investment Week highlights the objectives and benefits of ethical investments and advice. ​This year we celebrate 11 years of Ethical Investment Weeks.

​Co-ordinated by the Ethical Adviser's Co-op, a group of leading ethical advisers, the week’s purpose is to connect investors with advisers who are specialists in the ethical space – with the focus on ensuring your investments are best suited to your beliefs, attitudes and ethics.

2024’s theme is ‘What Type of Ethical Investor Are You?’​

We all leave marks on this world and whether they are big or small most of us want them to be positive. However, with the world becoming more complex each year this goal can seem harder to achieve. For investors aiming to use their capital for good, they will know that the investing space has not been immune from this trend.

The 11th annual Ethical Investment Week will focus on how you can build a sustainable legacy in partnership with an ethical adviser.

As part of Ethical Investment Week, members of the Ethical Adviser’s Co-op will be presenting a range of resources including short courses, podcasts and hosting other events at various locations around Australia and New Zealand. 

​
The Ethical Advisers Co-op is the peak organisation for sustainable investment advice, with members throughout Australia and New Zealand. These expert and highly respected investment professionals are committed to ensuring their clients’ investments truly align with their values. Each year the Co-op produces its Annual Report, documenting the effectiveness and impact of their advocacy. Alexandra Brown, founder of Ethical Invest Group spoke with the chair of the Ethical Advisers Co-op, Sarah Wood to discuss the latest results and to review some significant events from the past year. Presenters: Alexandra Brown, founder of Ethical Invest Group and Sarah Wood, Chair of the Ethical Advisers Co-op.

​Events 
To celebrate Ethical Investment Week, Co-op members have organised a number of events – including many online events, some of which will also be recorded and available to enjoy at a later date:

Events will be released closer to Ethical Investment Week.
Date
Organiser
Event
Location
​Details
Ongoing
Ethical Invest Group​
What type of ethical investor am I? Webinar
Online - click here to engage
Engage with ethical advice specialists to learn how to align your money with your values, find sustainable options, and be an informed ethical investor
Tuesday ​1st October and various
Future Focus Financial Planning
Lift the Load Challenge
Saltie Dog - Coffee & Crêpes Coledale and various
Contact us for more details here
Future Focus are participating in the Top Blokes Foundation’s Lift the Load Challenge during October. Our team will each carry 10KG for 50KM during October's Mental Health Month. We’ve been invited into the ‘Illawarra All Stars’ team and will be incorporating EIW into the launch event on October 1st and throughout various walking meet ups during the challenge, helping participants answer the question ‘What kind of ethical investor are you?’.​
Ongoing
NANUK Asset Management
Capitalising on a Transitioning World: AI and Sustainable Disruption
​Webinar
Online - click here to view the recording
Join Peter Wilmshurst, Portfolio Manager from Nanuk Asset Management, for an exclusive Ethical Investment Week Webinar with introductions by Sarah Wood, Ethical Advisers'
​Co-op Chair.
At the webinar Nanuk will discuss why they invest the way they do, as well as covering:
  •  Ethical investing, cutting through the jargon
  • Sustainably themed investing, the Swiss Army knife
  • AI and ethical investing
Ongoing
​T. Rowe Price 
Embracing Responsible Investing to Attract and Retain the Next Generation of Wealth
​Webinar
Online - click here to view the recording
As clients are increasingly seeking investment options that align with their values, to ensure you are investing in your future, it is crucial for advisers to understand and address common obstacles that may hinder them from offering these options. We will demonstrate how responsible investing can be integrated into diverse investment strategies and cater to the preferences of different clients, as well as show how impact investing can counter greenwashing. By the end of this presentation, attendees will gain a clear understanding of the role of responsible investing in securing their clients' financial future and be equipped to embrace impact investing as a valuable strategy in pursuit of both financial success and positive societal impact.
Wednesday 2nd October at 10:00apm AEST 
ELM Responsible Investments
How to be a rational investor while also driving positive change
Webinar
Online - click here to register
​Join us for an insightful webinar where we explore what it truly means to be a rational and impactful investor. Investing without consideration for all stakeholders may yield short-term gains, but it often leads to long-term consequences. At the same time, focusing solely on impact and ethics without ensuring strong financial performance is not enough when building a secure future, whether saving for retirement, education, or other essential needs.
In this session, we’ll discuss balancing both principles—driving positive change while generating solid financial returns. You’ll hear from Jai Mirchandani, Founder and CIO of ELM Responsible Investments, who will share examples of companies succeeding by aligning profit with positive change, proving that investors don’t have to choose between doing good and doing well.
​Ongoing
Wide Open Air Exchange
Introduction to Ethical Investment ​
Radio 2SER 107.3FM Sydney Online - or streaming everywhere else at 2ser.com  
​Host Christine Gallagher interviews Co-op member Dr Rodger Spiller, a  leading Ethical Investment Adviser
​​Ongoing
​Money Matters & Mindful Money
How to Engage with an Ethical Investment Adviser
Online - Click here
Mindful Money co-CEO Kate Venell interviews ethical investment adviser Dr Rodger Spiller. 
Ongoing
Money Matters & Stewart Investors
Ethical Investing in International Shares
Online - Click here​
​Dr Rodger Spiller interviews Pablo Berrutti, Senior Portfolio Investment Specialist with Stewart Investors
​Ongoing
VivaEthical 
​Financial Advice
​Doing good with your money
YouTube
​Make sense of your money: align your investing with your values to do good & make tax sense as well.
30 September - 12 October
VivaEthical 
​Financial Advice
Review your financial goals and how these align with your ethics and values.
Zoom on-line meeting booked here
​Complimentary 1-hour Discovery Meeting for anyone interested in exploring their financial goals objectives within an ethical and sustainable framework.


​Show your support

Here are a few steps you can take to ensure your money is used towards a positive future:

  • Have a conversation with your bank about how they are using your money
 
  • Invest in a sustainable project that improves our environment and our health
   
  • Spread the word to your family and friends to make sure your money is used for positively good projects and investments
​
  • Use the hashtag #EthicalInvestWk​

 

© Ethical Advisers' Co-operative Limited 2024

The Ethical Advisers' Co-op acknowledge the Traditional Custodians of the lands on which we work and live, the Aboriginal and Torres Straight Islander people of Australia, and pay our respect to the Elders past, present and emerging. We recognise and respect their cultural heritage, beliefs and relationship with the land and waters, and recognise their role in caring for and maintaining the land over thousands of years. We also extend that respect to other First Nations. We see reconciliation as a fundamental responsibility for The Ethical Advisers' Co-op and we are committed to advancing reconciliation with Australia’s First Peoples and engaging with their concerns.

We acknowledge and pay our respects to Māori as the tangata whenua the indigenous people of Aoteroa (New Zealand) and their ancestors who have cared for the whenua (land), its forests, rivers, and mountains for generations. We recognise their continuing connection and contribution to the whenua, and as Treaty of Waitangi partners and we are committed to building respectful relationships with Māori communities and to working towards a more just and equitable society.

As ethical financial advisors, we commit to building respectful relationships with Indigenous communities, working towards economic empowerment and self-determination, and supporting the financial well-being of all Australians and New Zealanders. We recognise that ethical financial advice creates positive change and contributes to a sustainable future, and we are committed to using our skills and expertise to make a difference.

​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 general in nature and is presented in order to inform people motivated by ethical, environmental or social concerns. 

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