Ethical Investment Update (September 2010)

Queensland leads the way as more recycled water could be used under a new 50-year plan, while governments worldwide are developing and unveiling plans to tackle environmental issues...(More)

Would you like to see Brisbane become Australia's most sustainable city? Visit our stand at the free Brisbane City Council GreenHeart Fair on Sunday 17th October ... (More)

After the recent election, one thing is certain: The Green vote in Australia is on the rise.   (More)

AGL Energy is well placed to increase its investment in renewable energy and wins two Green Globe Awards which recognises the leading role AGL has played in relation to climate change leadership... (More)

CSL Limited was awarded the top environmental rating from EcoInvestor, however it is not all good news... (More)

Origin Energy and Contact Energy complete a geothermal binary plant which will provide enough baseload renewable energy to power about 23,000 homes... (More)

In the past month, we've been featured in the press.  Here are the articles.

More and more investors are realising that the financial value of an investment is just one consideration when assessing its worthiness.  Savvy investors also want to know how companies they invest in minimise their environmental impact, treat their employees, respond to feedback or objections from shareholders, and how they interact with the local communities they operate in.  The consideration of these issues and how they fit with your personal values is called ethical investment... (More)

Ethical Investment Advisers recently featured in an article in the Australian Financial Review,  "Why sustainable issues matter in investing". The article shows that it pays to be ethical and responsible, citing the BP Deepwater Horizon oil rig disaster and the $37 million sexual harrassment claim against David Jones and the former Chief Executive. Both cases illustrate how companies are exposed in the key areas of environment and social responsibility if they are not actively managing their environment, social and governance risks.

Advisers Terry Pinnell, Louise Edkins and Karen McLeod will be attending the 7th International Responsible Investment Conference, "Take on the elephant in the room" from 14-15 September. The conference will analyse investment themes that now dominate economies such as climate change, ageing populations, new valuation modelling and social, governance and environmental issues in China. We look forward to passing on our knowledge to you when we next speak. 

Trainee Financial Adviser Luke Gould has completed his Diploma in Financial Services (Financial Planning).  Luke is now accredited RG146.  Well done Luke!  He has re-commenced his Bachelor of Business at QUT this semester, and continues to work part-time at Karen McLeod's practice. You may have the pleasure of speaking to Luke when you next call or email.