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James Perrin

Financial Adviser

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Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Trevor joined Ethinvest in 1997. He has been the Managing Director since 2008. Prior to joining Ethinvest, Trevor spent six years in South America working in economic development. Trevor started his career as an economist for one of Australia's major banks as well as AP Dow Jones Telerate. He holds an Economics degree from Sydney University and an MBA from Eastern University in Philadelphia. In 2003, Trevor became a Certified Financial Planner. Apart from his work at Ethinvest, Trevor is also a trustee of various philanthropic organisations including the John T Reid Charitable Trusts, the Ethinvest Foundation and the Community Impact Foundation. Trevor is passionate about global justice and advocacy, having served on the board of Tearfund Australia and the Darwin Challenge. In his leisure time, he enjoys running, reading, and keeping up with current affairs.

Address

Gadigal Country Level 8, 1 York St, Sydney, NSW, AU, 2000

Phone

Email

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Organisation

  • Ethinvest

Company number

Services offered

  • Superannuation and retirement planning Wills and estate planning Investments/managed funds Direct shares

Certified products

Approved products

  • AMP Responsible Leaders International Share Fund AMP Responsible Leaders Australian Share Fund AMP Responsible Leaders Balanced Fund AMP Responsible Leaders Conservative Fund Australian Ethical Balanced Trust Australian Ethical Smaller Companies Trust Australian Ethical Large Companies Trust Australian Ethical World Trust Colonial First State Worldwide Sustainability Fund CVC Sustainable Investment Fund CFS Generation Perpetual Wholesale Ethical SRI Fund

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.