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.
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.
U Ethical is an investment specialist for charities and not-for-profits. We believe in creating a better world by investing with purpose—today and into the future. Our first funds were established in 1985 and over recent years we have grown steadily to become one of the largest ethical investment managers in Australia with over $1 billion under management. We have developed a reputation for our unwavering commitment to ethics-driven performance. Our ethical authenticity is central to who we are not just what we do. We aim to provide our clients with competitive returns. And as a social enterprise, we grant the majority of our operating surplus to social justice advocacy and community programs. We are one of only a few investment businesses in Australia to have been certified as a B Corporation. Our clients partner with us because we adopt bold positions on important ethical matters. We don’t shy away from holding companies to account on controversial issues. It’s what we call investing with purpose.
Address
Level 6, 130 Little Collins Street, Melbourne, VIC, AU, 3000
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Organisation
Company number
102469821
Services offered
Certified products
U Ethical International Equities Trust U Ethical Growth Portfolio U Ethical Australian Equities Trust (Wholesale and Retail) U Ethical Australian Equities Trust-Institutional
Approved products
