Australian Ethical Investment: Difference between revisions
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| foundation = {{Start date and age|1986}} |
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| location = 130 Pitt St, [[Sydney]], [[Australia]] |
| location = [[Pitt Street|130 Pitt St]], [[Sydney]], [[Australia]] |
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| homepage = {{url|australianethical.com.au}} |
| homepage = {{url|australianethical.com.au}} |
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Revision as of 00:36, 30 November 2022
Company type | Public |
---|---|
ASX: AEF | |
Industry | Financial Services |
Founded | 1986 |
Headquarters | 130 Pitt St, Sydney, Australia |
Key people | |
Products | superannuation, managed funds, ETF, pensions |
Revenue | A$58.7 million (Y.E. 30 June 2021)[2] |
Number of employees | 100 |
Website | australianethical |
Australian Ethical is Australia's largest and original 100% ethical investment manager based in Sydney.
Australian Ethical has $6.18 billion in funds under management and over 80,000 clients (managed fund investors and funded superannuation members) as of 30 September 2022[update].[3] The company's Australian Shares Fund has outperformed the benchmark in the long term.[4] Australian Ethical is one of the fastest growing super funds in the country by number of members.[5]
The company was a founding B Corp in Australia, and the first publicly listed company in Australia to achieve B Corp status.[6][7] It was awarded the B Corp "Best for the World" ranking it in the top 10% of B Corps globally in various categories in the years 2015 through 2019 and 2021.[8]
Australian Ethical Charter
The company works off the framework provided by the Australian Ethical Charter, a list of 23 principles that have been part of the company constitution since 1986.[9] The Charter is used to make decisions about the companies Australian Ethical will and won't invest in.
Products & services
The company offers a number of superannuation, managed fund and ETF products.
Community giving
Australian Ethical distributes up to 10% of its annual profits (after tax and before bonuses) to charitable organisations and social impact initiatives through the Australian Ethical Foundation.[10]
To date, the Australian Ethical Foundation has granted over $6 million through community and strategic grants. In FY21 the company donated $1.8 million through the foundation.[11] The Community Grants selection process uses community voting to help decide the projects that are most important to the Australian community by engaging shareholders, members, staff and the public to have their say.[12]
Ethical investing
Australian Ethical screens potential investments for adherence to the Australian Ethical Charter.[13]
References
- ^ McCubbing, Gus (3 February 2020). "McMurdo new CEO of Ethical Investment fund". Seven News.
- ^ "Archived copy". Archived from the original on 29 November 2021. Retrieved 29 November 2021.
{{cite web}}
: CS1 maint: archived copy as title (link) - ^ "AEF Quarterly FUM & Flows and Business Update: 1 July - 30 September 2022" (PDF). Australian Ethical.
{{cite web}}
: CS1 maint: url-status (link) - ^ "Australian Ethical Australian Shares Fund".
- ^ "KPMG Super Insights: Top 10 funds by growth (2022)". Retrieved 26 August 2020.
- ^ "Australian Ethical certified as a B Corporation - Australian Ethical - Super and Managed Funds". Australian Ethical - Super and Managed Funds. 20 February 2014. Retrieved 5 September 2018.
- ^ "What is B-Corp". B Corp.
- ^ "Australian Ethical Investment | Certified B Corporation". bcorporation.net. Retrieved 12 July 2019.
- ^ "Australian Ethical - ethical investing".
- ^ "Australian Ethical Foundation".
- ^ "Australian Ethical Foundation".
- ^ "Australian Ethical Foundation - Australian Ethical".
- ^ "Australian Ethical Charter - Australian Ethical - Super and Managed Funds". Australian Ethical - Super and Managed Funds. Retrieved 7 September 2018.
External links
- Companies listed on the Australian Securities Exchange
- Financial services companies based in Sydney
- Investment companies of Australia
- Superannuation in Australia
- Financial services companies established in 1986
- Australian companies established in 1986
- Ethical investment
- B Lab-certified corporations in Australia