Ethical and Socially Responsible Investments

Responsible Investment is an umbrella term to describe an investment process which takes environmental, social, governance (ESG) or ethical considerations into account. This process stands in addition to, or is incorporated into the usual fundamental investment selection and management process of looking at the financial health of the underlying investments.

Many clients before they see us have monies invested in superannuation and or non-superannuation investments whose underlying investments may expose the clients to companies whose practices may contravene one or all of those issues they feel passionate about.

Responsible Investments enable you the investor to base your financial decisions on your convictions, end up with solid returns and make a positive contribution to our world.

Why are we involved with ‘Ethical’ investing?

We feel passionate about a range of issues such as the:

  • Effects of climate change
  • Fossil fuels
  • Gambling
  • Tobacco
  • Use of sweatshops
  • Production of weapons of mass destruction
  • Effective use of our natural resources
  • Rapidly growing and ageing population
  • Corporate, environmental and social practices of companies

We support groups such as:

  • Conservation SA
  • Cancer SA
  • The Adelaide Remakery