Ethical Investing

Ethical investing or Socially Responsible Investing (SRI) is the process of investing to achieve strong financial returns while encouraging the building of a better future for all of us and the generations to come.

 

We are able to incorporate ethical investment into our portfolio construction through our knowledge of, and dialogue with many SRI style fund managers.  Our focus when using this style of investment is to select competent fund managers that continue to pick good quality stocks while using at least two of the following methods to "screen" for potential investments.

 

Negative screening – Avoiding investment in industries which have a negative impact on society and the environment.

 

Positive screening – Proactive search for investments that contribute positively to society and the environment.

 

Corporate engagement – Dialogue with companies invested in for the purpose of raising issues of concern and advocating positive change to company practices.

 

Aside from our long term commitment to providing quality ethical investment options where appropriate, we are also pleased to note that Fiducian has recently launched its own SRI fund, the Fiducian Diversified Social Aspirations Fund.  

 

The Fiducian Diversified Social Aspirations Fund is a multi-manger fund with two underlying fund mangers.  These two managers provide exposure to some of the best socially responsible companies in Australia and across the globe. 

 

This Fund provides investors with a number of potential benefits, including:

 

  • wide geographical and sector diversification of investment across a range of Australian and global companies;

 

  • the potential for the longer-term investor to achieve fair overall returns, while allowing investors exposure to ESG (Environment, Social and Governance) aware companies.

Specialist Planner

Schedule a consultation with our Ethical Investment expert. 

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