U Ethical Investors

Certified B Corporation
Headquarters

Victoria, Australia

Certified Since

May 2018

Industry

Investment advising

Sector

Service with Minor Environmental Footprint

Operates In

Australia

U Ethical is an investment manager with a difference. It believes in creating a better world by investing with purpose—today and into the future. Its first funds were established in 1985 and over recent years it has grown steadily to become one of the largest ethical investment managers in Australia with over $1 billion under management. To date it has granted over $59 million to social justice advocacy and community programs.

Overall B Impact Score

Based on the B Impact assessment, U Ethical Investors earned an overall score of 131.0. The median score for ordinary businesses who complete the assessment is currently 50.9.
131
131 Overall B Impact Score
80 Qualifies for B Corp Certification
50.9 Median Score for Ordinary Businesses

Governance 11.5

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 & Engagement1.3
Ethics & Transparency7.7
+ Mission Locked2.5

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.


Workers 24.7

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 Security2.8
Health, Wellness, & Safety8.7
Career Development4.3
Engagement & Satisfaction4.0

Community 40.7

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, & Inclusion5.1
Economic Impact3.3
Civic Engagement & Giving3.3
Supply Chain Management2.9
+ Designed to Give26

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 7.5

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 Management3.3
Air & Climate1.0
Water0.3
Land & Life2.7

Customers 46.4

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 Stewardship3.0
+ Portfolio Reporting5.5
+ Targeted for Investment9.3
+ Leadership & Outreach3.2
+ Investment Criteria19.3
+ Portfolio Management6

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

2022 Overall B Impact Score131
2018 Overall B Impact Score125.2

Additional Documentation

U Ethical 2022 Transparent Assessment


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