Ethical Investment Week
28 September – 4 October 2026
Each year, Ethical Investment Week highlights the objectives and benefits of ethical investments and advice.
The 13th annual Ethical Investment Week in 2026 will focus on the strong connection between Ethical Investing and Growing Generational Wealth.
Every financial decision we make today has the potential to shape the future for those who come after us.
Ethical Investment Week 2026 explores the theme of The Legacy We Leave, continuing our focus on intergenerational wealth transfer and the impact our choices can have across generations.
Throughout the week, we’ll share short, practical insights into some of the key issues our advisers help clients navigate, from investing and retirement planning to estate planning, family conversations, and creating lasting positive impact.
At the heart of each topic is one simple but powerful question:
How will this decision be judged by the next generation?
We invite you to join the conversation and explore what it means to build a legacy that reflects your values, supports the people you care about, and contributes to a better future.
Take Action this Ethical Investment Week
During the week, you can:
- Take the quick, 3-minute Ethical Investment Week Survey
- Join seminars and webinars to explore how to align your portfolio with your values
- Access short courses on ethical investment with practical steps for investors of all ages and circumstances
Ethical Investment Week Events
| Date | Organiser | Event | Location | Details |
|---|---|---|---|---|
| Friday 2 October 2026 | Ethical Invest Group | Live Webinar & Q&A: How to invest in line with your values | Online | Register here |
| More to come! | ||||
Why This Matters for You
“Younger investors plan to increase sustainable allocations at higher rates — they are the future of wealth stewardship.”
Australia is about to experience the largest transfer of wealth in its history. Over the next 20 years, between $3.5–$5.4 trillion will move from one generation to the next. Most of it will be in property and superannuation — assets many Australians hold today. At the same time, 88% of Australians now expect their investments to be managed responsibly and ethically.
People over 55 hold 60% of New Zealand’s $2.29 trillion wealth. $1.11 trillion will be transferred in the next 20 years. 75% of New Zealanders expect their investments to be managed ethically and responsibly.
Globally, around USD 83 trillion will be transferred over the next 25 years.
- The US alone accounts for USD 29 trillion.
- Women and younger investors (Gen Z and Millennials) are increasingly directing these funds — and they overwhelmingly prefer ethical, sustainable investment strategies.
Research Spotlight
- 88% of global investors are interested in sustainable investing
- 99% of Gen Z and 97% of Millennials express strong interest
- 59% plan to increase sustainable allocations in the coming year
- 80% would choose an adviser or platform based on sustainable offerings (96% of Gen Z; 92% of Millennials)
(Source: Morgan Stanley Institute for Sustainable Investing – Sustainable Signals, 2024)
How to Make Ethical Investing Part of Your Legacy
Here are three steps to consider:
- Choose an Adviser Who Understands Your Values
Work with a financial adviser who specialises in ethical investing. They’ll work to understand your values and help ensure your portfolio reflects what matters most to you.
- Formalise Your Wishes
Include your ethical investment intentions in your will, trust, and estate plan. This could mean directing funds to be managed sustainably or setting up structures that ensure the wealth you leave via this legacy is invested ethically and will continue to reflect your values long after you’re gone.
- Educate others and the next generation
Talk to others, including your people in your life, about investing in line with their ethics. Share your story about why and how you invest ethically helps others see the impact their choices can make. Provide them with resources and guidance on ethical investing so they can make informed decisions – your ethical adviser can help with this.
