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Australian Ethical has $8.68 billion in funds under management and around 115,000 clients (managed fund investors and funded superannuation members) {{as of|2023|01|31|lc=yes}}.<ref>{{Cite web |last= |first= |date= |title=AEF Half Year Financial Results – Shareholder Presentation H1 FY2023 |url=https://www.australianethical.com.au/globalassets/pdf-files/asx-announcement/2023/20230222-aef-shareholder-presentation-h1-fy2023.pdf |url-status=live |archive-url= |archive-date= |access-date= |website=Australian Ethical}}</ref>
Australian Ethical has $8.68 billion in funds under management and around 115,000 clients (managed fund investors and funded superannuation members) {{as of|2023|01|31|lc=yes}}.<ref>{{Cite web |last= |first= |date= |title=AEF Half Year Financial Results – Shareholder Presentation H1 FY2023 |url=https://www.australianethical.com.au/globalassets/pdf-files/asx-announcement/2023/20230222-aef-shareholder-presentation-h1-fy2023.pdf |url-status=live |archive-url= |archive-date= |access-date= |website=Australian Ethical}}</ref>


The company was a founding [[B Corporation (certification)|B Corp]] in Australia.<ref>{{Cite news|url=https://www.australianethical.com.au/news/australian-ethical-certified-b-corporation|title=Australian Ethical certified as a B Corporation - Australian Ethical - Super and Managed Funds|date=2014-02-20|work=Australian Ethical - Super and Managed Funds|access-date=2018-09-05|language=en-US}}</ref><ref>{{Cite news |date= |title=What is B-Corp |language=en-US |work=B Corp |url=https://bcorporation.com.au/what-bcorp/ |access-date=}}</ref> 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, 2021 and 2022.<ref>{{Cite web |title=Australian Ethical Investment {{!}} Certified B Corporation |url=https://www.bcorporation.net/en-us/find-a-b-corp/company/australian-ethical-investment |access-date=9 December 2022 |website=bcorporation.net |language=en}}</ref>
The company was a founding [[B Corporation (certification)|B Corp]] in Australia.<ref>{{Cite news|url=https://www.australianethical.com.au/news/australian-ethical-certified-b-corporation|title=Australian Ethical certified as a B Corporation - Australian Ethical - Super and Managed Funds|date=2014-02-20|work=Australian Ethical - Super and Managed Funds|access-date=2018-09-05|language=en-US}}</ref><ref>{{Cite news |date= |title=What is B-Corp |language=en-US |work=B Corp |url=https://bcorporation.com.au/what-bcorp/ |access-date=}}</ref> 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, 2021, and 2022.<ref>{{Cite web |title=Australian Ethical Investment {{!}} Certified B Corporation |url=https://www.bcorporation.net/en-us/find-a-b-corp/company/australian-ethical-investment |access-date=9 December 2022 |website=bcorporation.net |language=en}}</ref>


== Australian Ethical Charter ==
== Australian Ethical Charter ==

Revision as of 12:24, 28 June 2023

Australian Ethical Investment Limited
Company typePublic
ASXAEF
IndustryFinancial Services
Founded1986; 38 years ago (1986)
Headquarters130 Pitt St, Sydney, Australia
Key people
Productssuperannuation, managed funds, ETF, pensions
RevenueA$58.7 million (Y.E. 30 June 2021)[2]
Number of employees
100
Websiteaustralianethical.com.au

Australian Ethical is an Australian ethical investment manager based in Sydney.

Australian Ethical has $8.68 billion in funds under management and around 115,000 clients (managed fund investors and funded superannuation members) as of 31 January 2023.[3]

The company was a founding B Corp in Australia.[4][5] 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, 2021, and 2022.[6]

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.[7] 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.[8]

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.[9] 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 will.[10][11]

Ethical investing

Australian Ethical screens potential investments for adherence to the Australian Ethical Charter.[12]

References

  1. ^ McCubbing, Gus (3 February 2020). "McMurdo new CEO of Ethical Investment fund". Seven News.
  2. ^ "Archived copy". Archived from the original on 29 November 2021. Retrieved 29 November 2021.{{cite web}}: CS1 maint: archived copy as title (link)
  3. ^ "AEF Half Year Financial Results – Shareholder Presentation H1 FY2023" (PDF). Australian Ethical.{{cite web}}: CS1 maint: url-status (link)
  4. ^ "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.
  5. ^ "What is B-Corp". B Corp.
  6. ^ "Australian Ethical Investment | Certified B Corporation". bcorporation.net. Retrieved 9 December 2022.
  7. ^ "Australian Ethical - ethical investing".
  8. ^ "Australian Ethical Foundation".
  9. ^ "Australian Ethical Foundation".
  10. ^ "Australian Ethical Foundation - Australian Ethical".
  11. ^ NDIS Properties, 11 May 2023
  12. ^ "Australian Ethical Charter - Australian Ethical - Super and Managed Funds". Australian Ethical - Super and Managed Funds. Retrieved 7 September 2018.