Ethical Advisers Funds Management Pty Ltd are passionate about offering ethical investment choices to all investors. By integrating the social, environmental and financial aspects of an investment, we believe that a more sustainable investment return is possible.
Ethical Advisers Funds Management is a wholly owned subsidiary of Ethical Investment Advisers Pty Ltd. In 2004, financial planners Louise Edkins and Terry Pinnell, who were among the pioneers of ethical investment advice during the 1990s, established Ethical Investment Advisers so they could offer specialist advice on ethical investing.
Ethical Advisers Funds Management are dedicated to investing money ethically, whilst still receiving a solid return.
We are also mindful that the financial planning community need affordable and ethical investment product offerings for their clients. Our vision is to help all investors incorporate their values with their investment objectives. By integrating the social, environmental and financial aspects of an investment, we believe that a more sustainable investment return is possible.
Our Ethical Charter and Stewardship Policy
Our Ethical Charter describes in detail the process through which we select investments that best align with the ethical values of our investors.
We believe in providing full transparency of the managers and companies we invest in.
Our Code of Ethics
- Client First
Place the client’s interests first at all times.
Provide professional services with integrity.
Provide professional services objectively.
Be fair and reasonable in all professional relationships. Disclose and manage conflicts of interest.
Act in a manner that demonstrates exemplary professional conduct.
Protect the confidentiality of all client information.
Provide professional services diligently.
- Reasonable Fees
Provide all our services at a fair and reasonable rates.
Be available to clients as much as possible, through email, phone and personal contact.
Endeavor to be environmentally aware in our dealings.
Maintain the abilities, skills and knowledge necessary to provide professional services competently, by continuous ongoing education.
Be open and transparent in all our governance issues.
Be a good corporate citizen and involve ourselves in the local community.
Be fair with our dealings with all our staff and any external service providers.
Our Environmental Practices
As a group, we are doing our bit for the environment including:
We offset carbon from cars, airfares and office heating/cooling with Greenfleet. We recently received the ‘Huon Award’ for the continuos support of carbon offsetting through Greenfleet. We also use solar hot water, solar panels, low energy lights and insulation to reduce our energy consumption. We also buy green power and have planted trees on the western side of our offices to reduce heat.
We lower our environmental impact by using recycled envelopes and paper, use scrap paper for internal printing, double-sided printing for report printing and use E-mail as much as possible internally and in communication with our clients. We also provide showers and changing rooms for staff to promote riding or walking to work and all of our staff work close to or at home to reduce travelling.
We recycle all of our waste paper, plastics and metals and recycle food waste as compost.
We use water tanks and low water use toilets and showers to reduce our water usage. We also recycle grey water and use mulching to reduce water loss in our gardens.