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Mike Josephson

Financial Adviser

|

Certified

Mike Josephson

Financial Adviser

|

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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Since 2003, Mike has been providing tailored financial advice to a wide range of clients, including individuals, families, not-for-profit organizations, and charitable trusts. Along with strategic and mainstream investment advice, Mike has extensive experience helping individuals, families, and organizations align their investments with their values. Mike started his financial services career as an advisor to not-for-profit organizations in California. After migrating to Australia in 2008, he worked in philanthropy and as an advisor with a boutique Melbourne advisory firm specializing in ethical investment, before joining Ethinvest. Mike has a BA and MA from Princeton University in the United States, as well as an Advanced Diploma in Financial Planning in Australia. He is passionate about social justice, combating climate change, and visual arts. Originally trained as an architect, he has also lived and studied in Japan.

Address

Woi Wurrung (Wurundjeri) Country Level 8, 1 York Street, Melbourne, VIC, AU, 2000

Phone

Email

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Organisation

  • Ethinvest

Company number

Services offered

  • Superannuation and retirement planning Investments/Managed funds Direct shares

Certified products

Approved products

  • Australian Ethical Cash Trust Australian Ethical Fixed Interest Trust Australian Ethical Advocacy Fund Australian Ethical Australian Shares Fund Australian Ethical Diversified Shares Fund Australian Ethical Balanced Fund Australian Ethical International Equities Fund Alphinity WS Socially Responsible Share AMP Capital RIL Australian Shares Fund AMP Capital Sustainable Share Fund AMP Capital RIL International Share Fund AMP Capital RIL Balanced BT Ethical Share Fund WS BT Sustainable Conservative BT Sustainable Balanced Generation Wholesale Global Share Fund Stewart Investors Worldwide Sustainability Fund BNP Paribas Environmental Equities Trust Perpetual Wholesale Ethical SRI

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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.