Our Latest Newsletter

In this edition..

Ethical Investment Week 2024
NorthStar Impact Webinar: Pathways to Universal Childcare in Australia – Key Considerations and Future Directions
A Game of Tetris – Hear from Octopus Investments and the Future of renewable energy in Australia
Cementing trust with investors – WHEB Asset Management to adopt the SDR “Sustainability Impact” label
Value of an Adviser – The Russell Investments’ 2024 report findings
The Polycrisis – with Elizabeth Sawin

Ethical Investment Week 2024

Each year, Ethical Investment Week highlights the objectives and benefits of ethical investments and advice. This year we celebrate a decade of Ethical Investment Weeks.

The 11th annual Ethical Investment Week will focus on how you can build a sustainable legacy in partnership with an ethical adviser.

To celebrate Ethical Investment Week, Co-op members have organised a number of events – including many online events, some of which will also be recorded and available to enjoy at a later date. Head on to the website to register for these events and more:

T. Rowe Price webinar – Embracing Responsible Investing to Attract and Retain the Next Generation of Wealth
Nanuk Asset Management webinar discussion to include why they invest the way they do, AI and ethical investing
Ethical Invest Group Live Q&A with advice specialists on how to be an informed investor
Brisbane event – Join Ethical Investment Advisers for their 20th anniversary and the screening of Common Ground – more details in our next email

#EthicalInvestWk

NorthStar Impact Webinar: Pathways to Universal Childcare in Australia – Key Considerations and Future Directions

NorthStar (a Fund we invest in) has been advocating for accessible and affordable high-quality childcare. A significant barrier to this has been the sector’s wages, which have capped supply growth. On 8 August 2024, the Government announced its support for a wage increase for early childhood education and care professionals.

Join NorthStar for this webinar discussing key considerations for Australia and different pathways towards universal childcare.

A Game of Tetris – Hear from Octopus Investments and the Future of renewable energy in Australia

Australia is making remarkable strides in the renewable energy sector, setting new records in solar and wind energy generation with renewable energy records continuing to fall across the National Electricity Market (NEM), including a new high for rooftop solar in New South Wales and in Queensland.

Recent discussions with Octopus Investments (a Fund we invest in) have highlighted the transformative changes underway in the energy sector, emphasising strategic initiatives that are driving this progress. As solar and wind power continue to flex their muscles across the National Electricity Market, the opportunities for investors in Australia’s renewable energy market are becoming increasingly attractive.

source: Reneweconomy and livewiremarkets

The conversation highlights the transformative changes in the energy sector, the strategic initiatives underway, and the opportunities for investors in the renewable energy market in Australia.

Cementing trust with investors – WHEB Asset Management to adopt the SDR “Sustainability Impact” label

We are delighted the WHEB fund that we invest in on behalf of our clients, will be one of the first adopters of the ‘Sustainability Impact’ label under the voluntary SDR labelling regime. These sustainability labels are designed to give people confidence that a sustainable investment product is doing what it says.

On adopting the label, George Latham, Managing Partner at WHEB Asset Management, says:

“The average investor on the street doesn’t care what hoops have to be jumped through or what the regulation is called, but they do care that when they invest in a sustainability labelled fund it does what they expect it to do, by investing in stocks that are aligned with their environmental and social values.”

To align with the label the Fund will be renamed to “FP WHEB Sustainability Impact Fund”.

**Russell Investments’ 2024 Value of an Adviser report –** Financial advice just as valuable in rising markets as in downturns

The Russell Investments’ 2024 Value of an Adviser report shows that advisers have helped clients balance the competing emotions triggered by strong returns and a cost-of-living crisis, highlighting that financial advice remains a critical service for many Australians. Investors who sought advisers’ expertise in regularly reweighting portfolios were better positioned to avoid the common trap of chasing quick investment wins and then bailing when markets dipped. This indicates that such behavioural coaching remains a crucial component of the counsel provided by financial advisers

At Ethical Investment Advisers we not only help clients navigate market volatility but also provide valuable insights into sustainable and socially responsible investment opportunities, enhancing the overall benefits of financial advice.

client testimonial – Kory

“We have trusted Karen McLeod for her thoughtful and technical financial advice since we retired from the paid workforce over a decade ago. We are confident in her very well researched knowledge and ideas, appreciate her clear instructions and answers…”

from Adviser ratings

How to talk about the Polycrisis – with Elizabeth Sawin

Do you find people changing the subject when you speak up about climate change? Have you ever torpedoed the mood of a get-together just by mentioning an environmental problem?
Join the conversation with Dr. Sawin on Thursday, September 26, 2024 at 11:00am Pacific. Dr. Sawin will share how she turned her focus to visioning and “multisolving” to communicate more effectively and develop more inspiring projects.