Ethical Assets Pty Ltd • Authorised Representative No 1238517 of MyPlanner Professional Services  Pty Ltd AFSL No 425542

Phone: 0403 614 840 | Level 2 | 101 William Street | Darlinghurst NSW | 2010 | Sydney

  • Ethical Assets is on Facebook
  • David Lewis is on LinkedIn
Please reload

Recent Posts

Time to divest from fossil fuels

September 7, 2017

Please reload

Featured Posts

Use your super to make our world a better place

July 17, 2017

Use your super to make our world a better place … without sacrificing investment performance


When we think about our superannuation, most of us focus our attention on investment returns, security and costs.  Outside of these issues, we pay little attention to where our money is invested.  We leave that to others and trust them to do a good job with our money.


Many investment managers do a good job based on their mandate of getting you a stable long-term investment return.  However, their mandate rarely includes consideration of the social, environmental or ethical impact of the companies they invest your money in.


Most investment managers will diversify your investment funds across multiple asset classes in order to reduce volatility.  Within each asset class they will also diversify across many companies.  Because of this process, many super funds are being invested in companies that you, as an individual, may be morally or ethically opposed to.


It is not uncommon for large super funds to invest in companies involved in products and practices that include tobacco, weapons and armaments, gambling, unsustainable logging, water pollution, third world exploitation, unsustainable farming practices and animal cruelty.


Many of us are unknowingly supporting companies and industries whose practices we morally oppose.


You could be supporting a charity to assist exploited workers or clean water in Bangladesh while your super fund is investing in a retailer manufacturing its garments in Bangladeshi factories that are unethical and polluting.


Individually we can align our investments with our personal values.  Collectively we can drive real social change.  We can make a difference with our money.  We can encourage clean and renewable energy.  We can withdraw funding from the industrialised military complex.  We can invest in companies that are not only profitable, but also make a positive contribution to our society and the world.


Together we can make a difference.  There is $2 trillion invested in Australian superannuation funds.  Each of us can demand that our superannuation funds are invested in accordance with our own values.  This can be done simply, profitably and with no material difference in costs.


Would you like to know more about ethical and socially responsible investing?  Would you like to ensure that your superannuation funds are not only profitable, but also make a positive impact to society and the environment?  Why not build an investment portfolio that aligns with your values and directs your resources to make our world a better place?


Would you like to know more?  Give me a call or send me an email by clicking on the contact tab above.  I would be happy to show you how this is possible.



Information contained within this document is of a general nature only.  Individuals should not act upon any such information without prior consultation with a qualified financial adviser to ensure that any action meets their personal financial needs, situation and objectives.  No responsibility is accepted for those persons acting on information contained herein and persons do so at their own risk.


Responsibility is disclaimed for any inaccuracies, errors or omissions.  Particular investments or insurance policies are neither invited nor recommended.  All expressions of opinion are published on the basis that they are not to be regarded as expressing the official opinion of any other person or entity unless expressly stated.


Ethical Assets Pty Ltd is a Corporate Authorised Representative No. 1238510 of MyPlanner Australia Pty Ltd AFSL 345905.



Share on Facebook
Share on Twitter
Please reload

Follow Us
Please reload

Search By Tags