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Despite a tumultuous year for markets, funds under management with the Ethical Advisers’ Co-operative (EAC) were up over 15% on the previous year with $3.13 billion invested in ethically screened products as at 31 December 2022.
2022 saw Co-op members provide advice to 4,374 clients across Australia and New Zealand, up from 3,661 clients in 2021 with $2.72 billion in funds under management. “Despite markets being relatively flat over 2022, the level of funds invested ethically by Co-op members has increased by just over 15%,” said EAC Chair Terry Pinnell. “This due to new adviser groups starting to invest ethically and the increasing interest of investors that are seeing the value of investing to make the environment and society a better place. “We are expecting an increasing acceleration of investment in the next year, with new innovative investments reducing human impact on climate and reducing the loss of biodiversity.” This changing perspective, of clients seeking more ethical investment alternatives, was well illustrated during a series of client interviews conducted by the Co-op in the lead-up to their annual Ethical Investment Week. MEDIA CONTACT Tim Fitzpatrick | EAC Director
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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.
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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.
Privacy Policy