B Impact Report

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Ethinvest

Financial Planners and Investment Managers
Certified Since: July, 2014
Location: Sydney, New South Wales, Australia
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline

109.6

The B Impact Scores are being compared against all businesses that have completed the B Impact Assessment

Ethinvest was the first financial planning company in Australia with a specific ethical investment division. Ethinvest is keen to ensure that its clients know what their money is doing and are confident that it aligns with their values and concerns. Ethinvest's founder, Ross Knowles, was the founding co-president of The Responsible Investment Association of Australasia.

From individuals needing to find a super fund (or consolidate many funds!) to trustees of Self Managed Super Funds and organizations looking for a staff super plan - Ethinvest can help you find a good solution. The not-for-profits service covers all areas of portfolio design and management, including regular reporting and reconciliations and ongoing advice. Ethinvest ensures that the capital held by charitable institutions is invested in activities that are consistent with their mission and ethos - aligning the way that income is generated with the positive activities that the income funds.

Impact Area Scoresinfo_outline

Previous Overall B Impact Score