How we evaluate products
Responsible Investment strategies, processes, practices and disclosures are assessed against the eight criteria for product certification in the Responsible Investment Standard and accompanying Guidance and Assessment Notes.
What are the requirements?
In order to certify products as certified responsible investments, RIAA assesses them against its RI Certification Standard. The Certification Standard is underpinned by eight requirements that act as the guiding principles of the RI Certification Program. Since its inception the RI Certification Standard has evolved significantly, reflecting the dynamic evolution of responsible investment. These eight requirements are:
- RI strategies are formal, disclosed, consistent, auditable and fit for purpose
- Labels are clear, honest and not misleading
- Product avoids significant harm
- Discloses full holdings, performance, sustainability outcomes and engagement and voting practices
- Managed by active stewards, and managers can detail the stewardship practices and outcomes
- Organisation has formal commitment to responsible investment
- Organisation provides educational information to members and customers about RI strategies
What this symbol means


General certification: This Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations, and that it adheres to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.
The content on this webpage is provided by Responsible Investment Association Australasia Ltd (ACN 641 046 666, AFSL 554110). For more information refer to our Financial Services Guide. Certain content provided may constitute a summary or extract from the offer document of a financial product. Any general advice has been provided without reference to your investment objectives, financial situation or needs. If the advice relates to the acquisition of a particular financial product for which an offer document (such as a product disclosure document) is available, you should obtain the offer document relating to the particular financial product and consider it before making any decision whether to acquire the product. Past performance does not necessarily indicate a financial products’ future performance. To obtain information tailored to your situation, contact a financial adviser.
Themes & Issues
Society
Education
Included
Green property
Included
Healthcare and medical products
Included
Renewable energy and energy efficiency
Included
Sustainable land and agricultural management
Included
Sustainable water
Included
More sustainable companies
Included
Animal cruelty
Fully avoided
Armaments
Fully avoided
Fossil fuels
Fully avoided
Gambling
Fully avoided
Human rights abuses
Fully avoided
Nuclear power
Fully avoided
Pornography
Fully avoided
Tobacco
Fully avoided
Environment
Education
Included
Green property
Included
Healthcare and medical products
Included
Renewable energy and energy efficiency
Included
Sustainable land and agricultural management
Included
Sustainable water
Included
More sustainable companies
Included
Animal cruelty
Fully avoided
Armaments
Fully avoided
Fossil fuels
Fully avoided
Gambling
Fully avoided
Human rights abuses
Fully avoided
Nuclear power
Fully avoided
Pornography
Fully avoided
Tobacco
Fully avoided
For RIAA’s definitions of the themes included and issues avoided, please view this guide . Product-specific exclusion criteria and practices may vary. You can find these by referring directly to the product provider.
Overview
The Australian Equities portfolio is designed to suit investors who hold strong ethical values and would like to invest predominantly in small and medium sized Australian listed companies. The fund aims to provide long-term growth opportunities and outperform the S&P/ASX All Ordinaries Index over the long term, while providing access to companies which meet strict environmental and socially responsible standards.
The portfolio specifically targets investments with positive environmental or social aspects, and aims to exclude investments which damage the environment or cause harm to society. A key focus of the portfolio is to find companies which are involved in positive environmental activities or which provide benefits to society, such as healthcare, renewable energy, energy efficiency and technology, food, water, sustainable agriculture and education.
Ethical Investment Funds Management utilise a two stage screening process for the portfolio. Firstly, a negative screenis applied to companies which are involved in harmful environmental activities andsocially hazardous activities such as tobacco and weapons manufacture, uranium orInvestment style and approachother mining, fossil fuels, coal seam gas or gambling. Companies which do not pass thenegative screen are excluded from the portfolio.
Secondly, a positive screen is appliedto companies which are involved in positive environmental activities or which providebenefits to society, such as healthcare, energy efficiency, recycling, renewable energy,fair trade, community finance and social welfare. All companies which pass the negativescreen will be considered for investment
Description
The Australian Equities portfolio is designed to suit investors who hold strong ethical values and would like to invest in small and medium sized Australian listed companies.
The fund aims to provide long-term growth opportunities and outperform the S&P/ASX All Ordinaries Index over the long term, while providing access to companies which meet strict environmental and socially responsible standards.
A key focus of the portfolio is to invest in companies which are involved in positive environmental activities or which provide benefits to society, such as healthcare, renewable energy, energy efficiency and technology, food, water, sustainable agriculture and education.The portfolio also aims to exclude investments which are involved in harmful environmental activities and socially hazardous activities such as tobacco and weapons manufacture, third world exploitation, fossil fuel extraction, uranium mining and gambling.Â
We, the Responsible Investment Association Australasia, don't earn any commission from providers or products you switch to.
Themes & Issues
7
themes included
8
issues fully avoided
0
issues mostly avoided
0
issues partially avoided
Product Targets
Wholesale
Retail
Certified Since
2014
Last date certified
August 24, 2023
Primary RI Strategy
Positive Screening
Secondary RI Strategy
Negative Screening