Australian Ethical Investment Limited

Certified B Corporation
Headquarters

New South Wales, Australia

Certified Since

February 2014

Industry

Investment advising

Sector

Service with Minor Environmental Footprint

Operates In

Australia

Australian Ethical Investment is Australia’s original ethical investor, offering superannuation, exchange traded funds (ETFs) and managed funds. Their promise is that they will only invest in a way that creates financial security for you and positive change for society and the environment. They invest in line with their Ethical Charter which determines what they seek out and what they avoid. Their investments are aligned to global trends and growth industries like the rising threat of climate change. They invest in renewables and energy efficiency, healthcare and medical breakthroughs, increasing global connectivity such as innovative technology, and sustainability solutions. They avoid investments that harm people, animals, and the environment. Check them out at www.australianethical.com.au

Overall B Impact Score

Based on the B Impact assessment, Australian Ethical Investment Limited earned an overall score of 168.5. The median score for ordinary businesses who complete the assessment is currently 50.9.
168.5
168.5 Overall B Impact Score
80 Qualifies for B Corp Certification
50.9 Median Score for Ordinary Businesses

Governance 19.2

Governance evaluates a company's overall mission, engagement around its social/environmental impact, ethics, and transparency. This section also evaluates the ability of a company to protect their mission and formally consider stakeholders in decision making through their corporate structure (e.g. benefit corporation) or corporate governing documents.

Mission & Engagement1.5
Ethics & Transparency7.7
+ Mission Locked10

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.


Workers 39.9

Workers evaluates a company’s contributions to its employees’ financial security, health & safety, wellness, career development, and engagement & satisfaction. In addition, this section recognizes business models designed to benefit workers, such as companies that are at least 40% owned by non-executive employees and those that have workforce development programs to support individuals with barriers to employment.

Financial Security13.7
Health, Wellness, & Safety9.6
Career Development5.9
Engagement & Satisfaction7.7

Community 40.1

Community evaluates a company’s engagement with and impact on the communities in which it operates, hires from, and sources from. Topics include diversity, equity & inclusion, economic impact, civic engagement, charitable giving, and supply chain management. In addition, this section recognizes business models that are designed to address specific community-oriented problems, such as poverty alleviation through fair trade sourcing or distribution via microenterprises, producer cooperative models, locally focused economic development, and formal charitable giving commitments.

Diversity, Equity, & Inclusion5.3
Economic Impact3.1
Civic Engagement & Giving9.1
Supply Chain Management4.6
+ Designed to Give17.1

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.


Environment 11.9

Environment evaluates a company’s overall environmental management practices as well as its impact on the air, climate, water, land, and biodiversity. This includes the direct impact of a company’s operations and, when applicable its supply chain and distribution channels. This section also recognizes companies with environmentally innovative production processes and those that sell products or services that have a positive environmental impact. Some examples might include products and services that create renewable energy, reduce consumption or waste, conserve land or wildlife, provide less toxic alternatives to the market, or educate people about environmental problems.

Environmental Management4.5
Air & Climate4.8
Water0.2
Land & Life2.2

Customers 57.1

Customers evaluates a company’s stewardship of its customers through the quality of its products and services, ethical marketing, data privacy and security, and feedback channels. In addition, this section recognizes products or services that are designed to address a particular social problem for or through its customers, such as health or educational products, arts & media products, serving underserved customers/clients, and services that improve the social impact of other businesses or organizations.

Customer Stewardship4.3
+ Portfolio Reporting6
+ Targeted for Investment16.3
+ Leadership & Outreach4
+ Investment Criteria21
+ Portfolio Management5.5

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.



Previous Overall B Impact Scores

2023 Overall B Impact Score168.5
2019 Overall B Impact Score156.4
2016 Overall B Impact Score111.7
2014 Overall B Impact Score130.6

Additional Documentation

Australian Ethical Investment 2023 Assessment


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