EIA-Profile

ABOUT

 

Based in Brisbane, Ethical Investment Advisers (EIA) has been trading since 2004. However the company has advisers with over 50 years of combined experience in the ethical investment industry. EIA has clients throughout Australia (and some international clients), a sign of having some of the pioneer ethical investment advisers in their group. The company has also pioneered the concept of fee for service and has always a policy of rebating commissions on investments. Over time we have become specialists in using direct shares within investment portfolios and self managed superannuation funds (SMSF). This allows the investor to be very specific about the ethics of investments in their portfolio. We can provide ongoing investment services and administration services for SMSFs. Our advisers are Members of RIAA and the Ethical Advisers’ Co-operative.  We have created the first fossil fuel free share portfolio in Australia in 2014

CONTACT INFO

 

Contact: Louise Edkins

Email: Louise Edkins

Phone: 07 3367 3332

Website: www.ethicalinvestment.com.au

Address: PO Box 623, Paddington QLD 4064

Cert Symbol

CERTIFICATION DETAILS

Ethical Investment Advisers Dealer Group Certification

Certified by RIAA Since:

2009

 

Dealer Group Established:

2004

 

RIAA Certified Advisers in Dealer Group:

  • Louise Edkins
  • Karen McLeod

 

 

 
 

Responsible Investment Products:

  • AMP Capital Sustainable Share Fund
  • AMP Responsible Investment Leaders International Share Fund
  • Australian Ethical Larger Companies Trust
  • Australian Ethical Smaller Companies Trust
  • Australian Ethical Property Trust
  • Australian Ethical World Trust
  • Australian Ethical Climate Advocacy Fund
  • BNP Paribas Impax Environmental Markets Trust
  • BT Wholesale Ethical Share Fund
  • Challenger Wholesale Socially Responsive Share Fund
  • Colonial Generation Fund
  • Hunter Hall Global Ethical Trust
  • Hunter Hall Value Growth Trust
  • Hunter Hall Deep Green Global
  • Hunter Hall Australian Value Trust
  • Perpetual Wholesale Ethical SRI Fund

 

DISCLAIMER: This information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a Dealer Group, RIAA does not endorse or recommend any particular firm or individual financial adviser to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

Ethical Investment Advisers Mid-Cap Separately Managed Account

Certification Category

Fund Manager

 

Certification Symbol

Ethical Investment

 

Certified Since

2014

Investment Approach

Screening (negative); Screening (positive)

 

Exclusions

Harmful environmental or societal activities such as:

  • Gambling
  • Weapons and armaments
  • Tobacco
  • Carbon intensive industries
  • Uranium
  • Land Degradation caused by mining
  • Animal Cruelty
  • Genetic modification
  • Excessive consumption
  • Third world exploitation

 

Inclusions

Positive environmental or societal activities such as:

  • Renewable energy
  • Organic produce
  • Plantation forestry
  • Community development
  • Sustainable design
  • Recycling
  • Waste management
  • Fair trade
  • Clean technology
  • Healthcare
  • Community finance

Responsible Investment Methodology

 

The ethical screening process has two stages. Firstly, a negative screen is applied to companies which are directly involved in harmful environmental activities and socially hazardous activities such as tobacco and weapons manufacture or gambling. Companies which do not pass the negative screen are excluded from the portfolio. Companies which are indirectly involved in these sectors (through distribution or via related parties) will not be explicitly excluded from the portfolio.

Secondly, a positive screen is applied to companies which are involved in positive environmental activities or which provide benefits to society, such as healthcare, renewable energy and social welfare.

All companies which pass the negative screen will be considered for investment; however the manager has a tendency towards positively screened investments.

Ethical Investment Advisers continuously monitor all investments to ensure they continue to meet our environmental and socially responsible standards. If a company contravenes the ethical screening process, the manager will attempt to divest as soon as prudently possible.

DISCLAIMERThis information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.