Australian Ethical Investment

Super, Retirement and Managed Investment

Sydney, New South Wales

Australia

www.australianethical.com.au

About Australian Ethical 

Australian Ethical is a financial services company with a difference. All client money is invested according to the Australian Ethical Charter, meaning that Australian Ethical avoids investments that harm people, animals and the planet and seeks out investments that will create positive, sustainable change for society and the environment.

Australian Ethical integrates the principles of B Corporations across its entire business, not just its investment products. The company’s stakeholders include people, clients, shareholders and ultimately, the world. Australian Ethical is publicly listed on the Australian Stock Exchange but manages to donate 10% of profits to good causes as part of an annual Community Grants program. 

Australian Ethical aims to be a best of breed business that creates positive impact for all its stakeholders and looks to promote a shift in attitudes and behaviour so that all investment has an ethical purpose alongside the pursuit of competitive financial returns.

Established almost 30 years ago, Australian Ethical has always been a pioneer in the investment industry and there was a natural alignment between the B Corp movement and our corporate values. Through our investments, we are trying to help build capacity for ethical businesses and by becoming a certified B Corporation we wished to support and grow a community promoting better business for a better world.

The Change We Seek®

Australian Ethical is driven to redefine how people invest their money – not just for financial gain, but for the good of society and the environment. We have a deeply held belief that the conscious movement of money can have a positive impact in the world, for all. 

The value of a business should not be determined by profit and assets alone, but by its relationships with communities and staff, caring for the environment, and a culture of supporting the needs of clients.

What makes us a better company?

B Impact Report

Certified since: 

February 2014
Summary:

Company Score

Median Score*

Environment

Environment

The Environment section of the Assessment evaluates a company's environmental performance through its facilities; materials, resource, and energy use; and emissions. Where applicable, it also considers a company's transportation/distribution channels and environmental impact of its supply chain. This section also measures whether a company's products or services are designed to solve an environmental issue, including products that aid in the provision of renewable energy, conserve resources, reduce waste, promote land/wildlife conservation, prevent toxic/hazardous substance or pollution, or educate, measure, or consult to solve environmental problems.

14
7
Workers

Workers

The Worker section of the survey assesses the company's relationship with its workforce. This section measures how the company treats its workers through compensation, benefits, training, and ownership opportunities provided to workers. It also focuses on the overall work environment within the company through management/worker communication, job flexibility and corporate culture, and worker health and safety practices.

31
18
Customers

Customers

The Customers section of the Assessment measures the impact a company has on its customers. The section focuses on whether a company sells products or services that promote public benefit, and if those products/services are targeted towards serving underserved populations. Questions in this section will measure whether a company's product or service is designed to solve a social or environmental issue (e.g. improves health, preserves environment or creates economic opportunity to individuals or communities, promotes the arts/sciences, or increases the flow of capital to purpose-driven enterprises).

27
N/A
Community

Community

The Community section of the survey assesses a company's impact on its community. The Community section evaluates a company's supplier relations, diversity, and involvement in the local community. The section also measures the company's practices and policies around community service and charitable giving. In addition, this section includes if a company's product or service is designed to solve a social issue, including access to basic services, health, education, economic opportunity, arts, and increasing the flow of capital to purpose-driven enterprises.

19
17
Governance

Governance

The Governance section of the Assessment evaluates a company's accountability and transparency. The section focuses on the company's mission, stakeholder engagement, and overall transparency of the company's practices and policies.

20
6
Overall B Score
112
55

80 out of 200 is eligible for certification

*Of all businesses that have completed the B Impact Assessment

*Median scores will not add up to overall

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