Page Author: Evan Hughes QFA CFP

Better for the world, society & you

Ethical investing is known under different names but each have similar goals and outcomes

E.S.G issues

Environmental

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• climate change

• resource depletion

• waste

• pollution

• deforestation

Social

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• human rights

• modern slavery

• child labour

• working conditions

• employee relations

Governance

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• corruption

• executive pay

• board diversity

• political lobbying

• tax strategy

Ethical fund managers seek to address these issues through active management, negative screening, and collaboration with companies as shareholders

Sustainable Development Goals

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The Sustainable Development Goals are the blueprint to achieve a better and more sustainable future for all. They address the global challenges we face, including poverty, inequality, climate change, environmental degradation, peace and justice

Myth-busting

Ethical returns are lower than traditional funds?

Growing evidence shows that over the long term, ethical funds can out-perform traditional funds

Ethical funds are simply wind farms?​

Ethical funds are well diversified and can reduce risk further by screening out risk attributed to negative E.S.G. practices

Charges on ethical funds are higher?

As more than $30 billion has flowed into E.S.G. funds over the last 20+ years, economies of scale have reduced charges on ethical funds

Further Resources