Sillouette of Wind Turbine

Ethical investment

Resources

You don't need to seek professional advice to make a change to your Super and Investments today.

 

Below are a range of tools you can use to review your own Super or Investments against your values and even contact them to push for positive change!

LEAFRATINGS

This is a ratings initiative run by the Ethical Adviser Coop - a not for profit group of like minded Financial Advisers Australia wide, who specialise in Ethical Investment Advice, of which I am a part of.

We have rated a number of 'Ethical' Managed Funds and Superannuation Investment options, providing an overview of the fund, its processes, its great features and their concerns.

https://www.leafratings.org/

RESPONSIBLE RETURNS

Run by the Responsible Investment Association of Australasia (RIAA) these are ratings for managed funds and superannuation investment options.

This can be great to dive into the specific holdings of an investment, as well as identifying the areas a fund partially excludes, fully excludes or positively includes as well as overall investment process.

I am a member of RIAA who run this website.

 

 

responsiblereturns.com.au

MARKET FORCES

This website focuses mostly on Climate change but has a great tool that shows how much of the Australian Investments within Super investment options are aligned with the Paris Agreement, as well as the funds voting records with regards to Climate Change.

This gives you a good idea of whether a fund is in-fact an 'investor advocates' as many claim, or are just marketing themselves so.

They also have some great information on General Banking as well. 

You can also use this site to contact your fund directly and demand they divest from thermal coal.

We have no affiliation with Market Forces

https://www.marketforces.org.au/

ALTIOREM

Altiorem is a not-for-profit library and resource centre that:

  • Helps people understand the role finance must play in addressing sustainability challenges and building a better future for all.

  • Supports advocates for sustainable finance in making stronger arguments for change, and implementing solutions with real impact.

  • Helps a new generation of leaders gain a solid understanding of critical sustainability issues and their relevance to business and finance.

altiorem.org

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