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The Right Shade of Green – Matching client expectations with ethical investment

The Right Shade of Green – Matching client expectations with ethical investment

Nathan Fradley
Adviser, Ask me about Sustainable & Responsible Investment
Nathan Fradley
Adviser, Ask me about Sustainable & Responsible Investment

The Right Shade of Green – Matching client expectations with ethical investment

A big thank you to Nathan Fradley for joining us for the final live web event for 2020. Plenty of virtual high fives came through the chat box today and with good reason – this session was jam-packed with practical, helpful and insightful nuggets of ethical investing gold.

In this session, Nathan and I explored the following:

→ What exactly IS ethical investing and the different types of approaches

→ How to have better conversations with clients and where Nathan has had success integrating this into his process

→ What to do when you want to use an ethical product that’s not on your APL (loved Nathan’s approach to this!)

→ Greenwashing – what is it and how you can spot it

→ The resources (most are free!) that are available for you to up skill in this area

→ Some data behind whether clients really have to give up returns for ethics (spoiler alert – the answer is no)

Here’s Nathan’s slides from the session:

XY Preso.pdf

And here’s a bunch of link and resources Nathan highlighted throughout the discussion:

https://www.marketforces.org.au/superfunds/

https://www.responsiblereturns.com.au/search

https://www.leafratings.org/all-funds.html

 

The Invest With Ethics Ethical Advice Accelerator Program

Also highly recommend joining the Invest With Ethics Group on XY hosted by ethical expert Alexandra Brown.

5 months ago

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A big thank you to Nathan Fradley for joining us for the final live web event for 2020. Plenty of virtual high fives came through the chat box today and with good reason – this session was jam-packed with practical, helpful and insightful nuggets of ethical investing gold.

In this session, Nathan and I explored the following:

→ What exactly IS ethical investing and the different types of approaches

→ How to have better conversations with clients and where Nathan has had success integrating this into his process

→ What to do when you want to use an ethical product that’s not on your APL (loved Nathan’s approach to this!)

→ Greenwashing – what is it and how you can spot it

→ The resources (most are free!) that are available for you to up skill in this area

→ Some data behind whether clients really have to give up returns for ethics (spoiler alert – the answer is no)

Here’s Nathan’s slides from the session:

XY Preso.pdf

And here’s a bunch of link and resources Nathan highlighted throughout the discussion:

https://www.marketforces.org.au/superfunds/

https://www.responsiblereturns.com.au/search

https://www.leafratings.org/all-funds.html

 

The Invest With Ethics Ethical Advice Accelerator Program

Also highly recommend joining the Invest With Ethics Group on XY hosted by ethical expert Alexandra Brown.