Podcasts about australian ethical

Australia’s big banks are under pressure over their role in the energy transition - and fund manager Australian Ethical is now set to confront Westpac and NAB with resolutions at their AGMs.Alison George, Head of Impact and Ethics at Australian Ethical, talks to Sean Aylmer about why the resolutions are necessary, suggesting Westpac has made no progress in the last 12 months.Australian Ethical works with Blue Chip Communication, which is a supporter of this podcast.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

An Ethical Investment Week 2024 interview: 'What type of ethical investor are you?'It's been 3 years since we had a chat to Australian Ethical about their ethics, and they have grown substantially since then. Today we're excited to interview Persephone Fraser, who is the (Acting) Ethical Stewardship Lead at Australian Ethical. In addition to the Stewardship role, she performs ethics research to define AE's sustainable investment universe. She is responsible for assessing investments against the Australian Ethical Charter, evaluating the impacts of industries and investments on people, animals and the planet.   She is also responsible for policy advocacy and strategic engagement work streams and communications, with her focus areas being climate change, including high emitting and hard to abate sectors like built environment, and transition facilitating activities like transition minerals and hydrogen. Before joining Australian Ethical in 2020, Persephone worked in research across the Climate Justice Initiative, Common Capital, Reconciliation Australia, and the Greens. I'll clarify an acronym mentioned: M&A –stands for ‘Mergers and Acquisitions', which describes the consolidation of multiple companies and their assets through a range of financial transactions – for example, via a takeover or sale of a business.We hope you enjoy this discussion with Persephone Fraser of Australian Ethical. We wish to acknowledge the traditional custodians of the land we recorded on, the Wardandi Noongar people. We pay our respects to them and their culture; and to elders past, present and emerging. You can check out Australian Ethical at australianethical.com.au, and detailed infomration about their ethical charter and criteria here. For more information about James Baird, JustInvest Financial Planning and Ethical Investment Advisers see: justinvest and ethicalinvestment. 

In today's business landscape, ESG-focused brands are no longer a trend, but a necessity. Consumers are starting to become more environmentally and socially conscious, which means that businesses need to adapt and stay relevant.  In this episode of The CMO Show, we're chatting to Maria Loyez, Chief Customer Officer at Australian Ethical and Alistair Tod, Head of Marketing at Single O Coffee.   The similarities between ethical investing and coffee beans might seem far and few but listen in and you might find yourself pleasantly surprised.  You might also like: How WithYouWith Me amplifies diversity in tech talent How The Conversation is rising above the chatter How Adobe is driving dynamite digital experiences   The CMO Show is produced by ImpactInstitute, in partnership with Adobe. Visit our websites to learn more about what we do.  www.impactinstitute.com.au  https://business.adobe.com/au/

Andrew Goldstein is Managing Director and Founder of Goldstein Legal, a boutique legal practice advising and supporting financial services businesses. Andrew's legal background includes several years in private practice with mid and top tier firms, and several years a senior in-house practitioner with Macquarie, Challenger, Australian Ethical and Ardea. Now, his focus is on the legal needs of investment managers, platforms and other regulated investors along with their adjacent counterparties and service providers. On the show we had a great discussion about the role of GC's, the financial services industry as a whole and how Andrew has developed a strong business having ventured out on his own. 

In today's episode, Vic goes head-to-head with Alison George, our very clever and succinct friend at Australian Ethical. If you've listened to this podcast before, you'll no doubt be aware of Vic's undying love for Microsoft in all its nerdy-tech glory … so naturally, we've put her on the ‘against' side of today's ethical investment debate. From the risks of facial recognition to carbon neutral data centres, increased productivity to who's responsible for the recycling, we dive deep into the highs and lows of investing in this multi-(multi)-billion-dollar company. If you want to find out what kind of investor you are, try this quiz we've put together with Pathfinder! It's such a great way to find out what your values are and what kind of companies you might like to invest in! And for more information about Pathfinder head to Pathfinder.kiwi. For more from The Curve:InstagramWebsiteTikTokNewsletter Disclaimer: Raising The Curve has been prepared solely for informational and educational purposes. Any information provided and serviced described in this website are intended to be of general nature and provide general information only. The opinions expressed by The Curve do not constitute investment advice.See omnystudio.com/listener for privacy information.

Ethical investing is surging - in fact, awareness of responsible investing has jumped 20% in just the last two years. John McMurdo, CEO of Australian Ethical, talks to Sean Aylmer Frustration about how fear and frustration is pushing investors to make different decisions with their money - and why ethical investing is able to match (and even out-perform) other forms of investing. This is general information only. You should seek professional advice before making investment decisions.Australian Ethical is a supporter of Fear and Greed.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Andrew, Matt, and Claude discuss some interesting macro points from Commonwealth Bank's results and Charter Hall Long WALE REIT. Plus good news from Redbubble, Australian Ethical Investment & Ansarada. Follow us on Twitter: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g----- 0:45 - Good News5:15 - Commonwealth Bank of Australia (ASX: CBA)16:32 - Charter Hall Long WALE REIT (ASX: CLW)20:44 - Redbubble (ASX: RBL)25:46 - Australian Ethical Investment (ASX:AEF)35:53 - Ansarada Group (ASX: AND) 

At Data Futurology's OpsWorld conference in March, a panel of experts came together to discuss the importance of getting measurements, processes and methodologies right to drive DataOps and MLOps across the organisation. The panel consisted of Katherine Fowler, Head of Business Transformation at L'Occitane Australia, Amar Poddatooru, Head of Data and Technology at Australian Ethical, and Emyr James, Head of Data at Resolution Life and moderating the discussion was Andrew Aho, Regional Director, Data Platforms at InterSystems. It became a far-reaching discussion that started with methods to define and measure the ROI of data and analytics initiatives and how to get those projects off the ground. The discussion moved on to overhyped technologies in the data space, and then looked forward to what is on the horizon for the years ahead. As the panel discussed, there is a lot of interest among consumers in some innovative technologies, including ChatGPT. This is in turn driving a lot of interest at the executive level at rolling out solutions that use these tools. However, without the right foundations in place, and without proper concern for the privacy and regulatory risks associated with these tools, they will cause the data team more headaches than they're worth. This panel discussion is essential for understanding how to structure a foundation for data success, be disciplined in deploying the available resources across the data team, gain executive buy-in, and then steadily build the practice up. Enjoy the show!  Thank you to our sponsor, Talent Insights Group! Join us for our next events: Advancing AI and Data Engineering Sydney (5-7 September) and OpsWorld: Deploying Data & ML Products (Melbourne, 24-25 October): https://www.datafuturology.com/events  Join our Slack Community: https://join.slack.com/t/datafuturologycircle/shared_invite/zt-z19cq4eq-ET6O49o2uySgvQWjM6a5ng What we discussed 2:07: Felipe introduces the Measurements Thought Leaders panel and moderator, Andrew Aho. 3:48: How do you define and measure data and analytics ROI? 7:21: A discussion on metrics that help get data initiatives off the ground. 9:41: How a data leader needs to focus on the data platform, and articulate both the “big picture” view and the details. 12:35: As more organisations adopt ops, processes and methodologies, what challenges might people anticipate arising, and how can those be addressed? 17:24: What can data professionals do to help solve the change management challenge? 18:34: What are the challenges and impact of upcoming “silver bullet” technologies like ChatGPT? 20:16: What is currently overhyped in the data space (and why)? 24:03: What can we as data scientists do to ensure that we're looking at the right risks and drawing accurate conclusions on what is right for the business? 26:13: If the goal is to focus on data science, how can we also keep experimentation and creativity going? 29:49: How do you estimate the value of change to get executive buy-in? 31:18: What upcoming developments and trends will emerge over the next five to ten years?   --- Send in a voice message: https://podcasters.spotify.com/pod/show/datafuturology/message

Andrew, Matt, and Claude cover doomsday prepping and hedging, the age-old quandary of when to sell stocks, working from home, and small-cap good news featuring: Plenti Group, Vysarn, and Australian Ethical Investment. Follow us on Twitter: @BabyGiantsPodSubscribe to our channel: https://www.youtube.com/channel/UCSXgHHJ4XjWK-r1k4O0pj1g-----0:41 - Good News5:54 - Doomsday Prepping13:36 - Hedging15:22 - The art of selling31:02 - Working from home42:29 - Small Cap Good News: Plenti Group (ASX: PLT)43:59 - Small Cap Good News: Vysarn (ASX: VYS)45:31 - Small Cap Good News: Australian Ethical Investment (ASX: AEF)

Andrew, Matt and Claude chat which info sources you can trust, lab-grown brain cells playing pong, DroneShield, Meta & VR, AF Legal and DropSuite's results, and Australian Ethical Investing quarterly FUM. Follow us on Twitter: @BabyGiantsPod-----0:45 - Good News: Jack Dorsey's decentralised social platform2:32 - Good News: Gas prices and storage5:47 - Lab-grown brain cells play Pong8:36 - DroneShield (ASX: DRO)19:26 - Meta (NASDAQ: META) VR day27:05 - Investing information sources37:05 - AF Legal Group (ASX: AFL)44:25 - Dropsuite (ASX: DSE)51:04 - Australian Ethical Investment (ASX: AEF)

Talk Investments with Mark Wenzel speaks to Leah Willis, Head of Client Relationships with Australian Ethical. Ethical, Socially Responsible or Conscious Capital are terms that are gaining important traction among investors. There has been a genuine shift in the desire of investors to have their superannuation and investment monies do better for society.  Australian Ethical is a leader in the field with over 30 years as an ethically conscious investment manager. They have a strong track record of meeting their ethical principals and performance which they put down to their unique structure with separate ethical and investment analysis teams.  This is a great podcast for anyone interested in their investment money being used for good. We discuss the challenges of managing ethically focused investment money, the impact it can have for a better society and why socially aware companies are likely to outperform in the future. Compound your wisdom!

Best US Corporate Citizens. And More. Articles covered include: “5 Renewable Energy Stocks To Watch In The Stock Market Today”; “100 Best Corporate Citizens”; “2 green stocks that I think are no-brainer buys for the future”; “A top fund manager has been buying these ASX tech shares after the market selloff”; and much, much, more Podcast: Best US Corporate Citizens. And More Transcript & Links, Episode 83, May 20, 2022 Hello, Ron Robins here. Welcome to my podcast episode 83 published on May 20, 2022, titled “Best US Corporate Citizens. And More” — and presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript, and links to content – including stock symbols, quotes, and bonus material – at this episode's podcast page located at investingforthesoul.com/podcasts. Now if any terms are unfamiliar to you, simply Google them. Also, just a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal investments I have in the investments mentioned herein. ------------------------------------------------------------- 5 Renewable Energy Stocks To Watch Now first off again to our favorite industry with this article titled 5 Renewable Energy Stocks To Watch In The Stock Market Today. It's by Brandon Michael and seen on stockmarket.com. Here are some quotes from Mr. Michael. “Investors keen on renewable energy stocks may be looking at the likes of Canadian Solar (NASDAQ: CSIQ). The company yesterday made its first move in the battery energy storage space in the United Kingdom… Elsewhere, Algonquin Power's (NYSE: AQN) Liberty unit is working with Meta Platforms (NASDAQ: FB) on a new wind power project in Michigan… With that being said, check out these renewable energy stocks… 1) Blink Charging (NASDAQ: BLNK) The company currently operates and maintains over 30,000 charging ports across 13 countries. Additionally, most of Blink's charging stations are linked via its global network, allowing users to seamlessly charge at any of its locations worldwide… The company announced record first-quarter results. Blink saw its total revenues soar to $9.8 million, a massive 339% increase year-over-year. The company attributes this massive growth in revenue to increased product sales and service revenues. Besides that, the company also sees 3,174 charging stations contracted or sold, a 99% year-over-year increase. With Blink expecting this momentum to persist through 2022, should you invest in Blink stock? 2) Ormat Technologies (NYSE: ORA) Ormat is a geothermal industry leader that has supplied power-generating equipment for customers in over 30 countries. Apart from that, it also has expertise in energy storage solutions. The renewable energy company reported its earnings for the first quarter of the year… Ormat generated revenues of $183.7 million, an increase of 10.4% year-over-year. The company owes this revenue growth to its Electricity segment performance as well as its strategic capacity additions. Next to that, its adjusted net income came in at $18.4 million, rising 20.8% from $15.3 million. Accordingly, diluted earnings per share were $0.33, growing 22.2%... The company also provided its guidance for the rest of the year. Ormat forecasts revenues to range between $710 million and $735 million… Is Ormat stock one to watch? 3) Sunrun (NASDAQ: RUN) It has pioneered home solar service plans to make local clean energy more accessible to everyone. The company's innovative home battery solutions also bring more affordable and reliable solar energy… Sunrun reported its financial results for the first quarter of 2022.  The company saw its revenue increase by 48% to $495.8 million. Besides that, it saw a 27% growth in its Solar Energy Capacity Installed in the first quarter, exceeding its guidance. Sunrun also grew its customer base by 20%, now totaling 689,774 customers as of March 31, 2022. For the rest of the year, the company expects its Solar Energy Capacity Installed Growth to be 25% or more, an increase from its prior guidance of 20%. Considering Sunrun's performance, is Sunrun stock worth adding to your watchlist? 4) SolarEdge (NASDAQ: SEDG) Its products include SolarEdge Power Optimizer, SolarEdge Inverter, SolarEdge Solutions, and SolarEdge Monitoring Software. It is noteworthy that the company's power optimizers provide module-level maximum power point tracking and real-time adjustments of current and voltage to the optimal working point of each PV module… SolarEdge announced its first-quarter financial results… It reported a record revenue of $655.1 million, up 62% from $405.5 million in the same quarter last year. Its solar segment, which makes up most of its revenue, brought in a record $608 million, an increase of 62% year-over-year… Net income came in at $68.8 million in the past quarter, rising 24% from $55.5 million. Diluted earnings per share were $1.20, up from $0.98 in the same quarter last year. All things considered, should you add SolarEdge stock to your portfolio? 5) Enphase Energy (NASDAQ: ENPH) Enphase is a renewable energy company that designs and manufactures home energy solutions. It is a global energy technology company and also the world's leading supplier of microinverters-based solar storage systems. With its smart and easy-to-use solutions, the company connects solar generation, storage, and energy management into one intelligent platform. Enphase's semiconductor-based microinverters convert energy at the individual solar module level and bring a system-based approach to solar energy management… The company reported better than expected results for its first quarter. Its revenue came in at $441.3 million, exceeding the $420 to $440 million the company forecasted last quarter. Additionally, this signals a revenue growth of 46.2% compared to the same period last year. Besides that, Enphase raked a net income of $51.8 million, up by 63.5%. Accordingly, diluted earnings per share were $0.37 compared to $0.24 in the year prior. For its second-quarter outlook, it foresees revenue to range between $490 million to $520 million. Given the solid quarter, should you buy Enphase stock?” End quotes. ------------------------------------------------------------- Best US Corporate Citizens This next piece is from a press release by 3BL Media announcing their terrific annual 100 Best Corporate Citizens ranking. Here are some quotes from the release. “Recognizing outstanding environmental, social and governance (ESG) transparency and performance among the 1,000 largest U.S. public companies. For the fourth consecutive year, Owens Corning (OC) tops the ranking. PepsiCo (PEP), Apple (AAPL), HP (HPE) and Cisco (CSCO) round out the top five. The 100 Best Corporate Citizens ranking is based on 155 ESG factors in eight pillars: climate change, employee relations, environment, finance, governance, human rights, stakeholders and society, and ESG performance. Using a methodology developed by 3BL Media, all Russell 1000 Index companies are researched by ISS ESG, the responsible investment research arm of Institutional Shareholder Services. There is no fee for companies to be included in 100 Best Corporate Citizens… To ensure companies in the ranking were not lobbying against Paris Climate Agreement-aligned policies, in 2021 3BL Media partnered with InfluenceMap to assess a ‘red flag' penalty to such oppositional companies. Taking it a step further, in 2022 a ‘green flag' bonus was introduced to recognize firms using their political influence and spending in support of Paris aligned policies. PepsiCo, Apple, Microsoft, PSEG and Salesforce were the only companies to receive this ‘green flag.' Click here to access the complete 100 Best Corporate Citizens of 2022 ranking and methodology.” End quotes. ------------------------------------------------------------- 2 green UK stock picks Now from the UK is this article 2 green stocks that I think are no-brainer buys for the future by Jon Smith. It's found on fool.co.uk. So to some quotes from Jon Smith. 1)  ITM Power (LSE:ITM) “The first green stock I like is ITM Power. The business designs, manufactures, and integrates electrolysers to produce green hydrogen. It has a range of commercial potential uses, including as fuel. The only waste is water and green hydrogen can be stored in tanks for long periods of time — it's easy to see why people are excited… ITM Power is really starting to get up and running. The stock won a project grant from the German government in January. It has secured investment from the UK government last November for the first phase of an ongoing project at the Whitelee Windfarm hydrogen facility. The share price is down 11% over the past year, but up 50% over two years. I think that with momentum from the recent investments and the prospect of increased production in the next year or so, the share price could really start to take off. There is some risk that the market finds issues with green hydrogen in practice, but for the moment I think it's a viable form of clean energy for the future. 2) Greencoat Renewables (LSE:GRP) Another company that fits the bill is Greencoat Renewables. I think this is a no-brainer buy not for share price growth, but rather for dividend income in my portfolio. The company invests in wind and other renewable energy projects in Europe, with the aim of distributing returns via dividends. Currently the dividend yield sits at 5.22%, with the share price up 1% over the past year… I like the fact that Greencoat has projects in different countries in its portfolio. Although there is a lot of exposure in Ireland, it also has projects in France, Spain, Finland, and Sweden… I do know that getting wind projects up and running can be very expensive. This might make it tough for Greencoat to step up to the next level as private investors might favour cheaper green energy options. However, I think there is enough funding already in this space to ensure the dividends stay generous and consistent.” End quotes. ------------------------------------------------------------- 2 Australian tech stock picks Now to an Australian article that could be of interest to global investors. It's titled A top fund manager has been buying these ASX tech shares after the market selloff. It's by James Mickleboro and appeared on fool.com.au. Here are some quotes from Mr. Mickleboro. Note, Bigtincan is a tech company billing itself as a ‘sales enablement platform.' Now the quotes. “1) Bigtincan Holdings Ltd (ASX: BTH) According to a change of interests of substantial holder notice, Australian Ethical Investment Limited (ASX: AEF), has taken advantage of recent weakness in the Bigtincan share price to increase its stake. The notice reveals that the fund manager has picked up over 8.5 million shares since its last notice. This has lifted its holding in the sales enablement platform provider to a total of ~55.8 million shares, which is the equivalent of a 10.15% stake. With the Bigtincan share price down by almost 50% since the start of the year, it appears as though Australian Ethical sees this as a buying opportunity. 2) Nitro Software Ltd (ASX: NTO) Another change of interests of substantial holder notice reveals that Australian Ethical has also been buying this document productivity software company's shares. The fund manager has increased its stake by ~2.5 million shares to a total of just over 17.7 million shares. This represents a stake of 7.29%... Once again, with the Nitro share price down 46% in 2022, its analysts appear to believe this has created a buying opportunity. The team at Goldman Sachs would agree with this. The broker recently reiterated its buy rating and $2.35 price target on the company's shares.” End quotes. ------------------------------------------------------------- Articles for UK, Australian, and International Investors—again links on this podcast's webpage 1. Title Best ESG funds from the UK Evening Standard. By Andrew Michael. 2. Title 3 top ASX growth shares I'd buy next week on fool.com.au. By Tristan Harrison. 3. Title AXA IM launches two new green investment funds from InvestorDaily, Australia. By Paul Hemsley. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast: “Best US Corporate Citizens. And More.” To get all the links, and stock symbols, or to read the transcript of this podcast -- and more -- go to investingforthesoul.com/podcasts and scroll down to this episode. Also, be sure to click the like and subscribe buttons in Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope in these deeply troubled times! Contact me if you have any questions. Thank you for listening. Talk to you next on June 3. Bye for now. © 2022 Ron Robins, Investing for the Soul  

When you ask, we listen (and intently so). In December, we surveyed more than 4000 Livewire readers, and you told us there was one theme that deserved our attention - decarbonisation. And we're certainly not one to dispute the crowd.  It makes cents (literally). Serious money is flowing into renewable energy around the globe. In fact, Calastone found that ESG funds were the major beneficiaries of Australians' savings in 2021, with net new capital invested in ESG equity funds more than quadrupling year-on-year to $3 billion.  So in this episode, Livewire's Ally Selby was joined by two sustainable investment experts - Stephane Andre from Alphinity and Mike Murray from Australian Ethical - for their analysis of three ASX-listed stocks for exposure to decarbonisation. Plus, we also asked our guests to each name one company that they think could become a decarbonisation leader over the years to come.  Note: This episode of Buy Hold Sell was shot on Wednesday 27th April 2022. You can read an edited transcript below: https://www.livewiremarkets.com/wires/buy-hold-sell-5-cracking-asx-listed-stocks-for-exposure-to-decarbonisation 

Super funds Australian Ethical and Christian Super are in talks to merge and create the second biggest ethical super fund in Australia.   Fast, a seriously-hyped one-click checkout startup, which raised $130m just last year, has announced it is shutting down after burning through all its money.   Starbucks' OG CEO Howard Schultz has officially triple-dipped - he's returning to the CEO position at Starbucks for the third time after internal issues at the company.   ---   Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play Store): http://bit.ly/FluxappGooglePlay Save money and win cash prizes up to $250k weekly: https://www.flux.finance/win-the-week Get your credit score for free: https://bit.ly/fluxcreditscore Daily newsletter: https://bit.ly/fluxnewsletter Instagram: http://bit.ly/fluxinsta TikTok: https://www.tiktok.com/@flux.finance   ---   The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes. See omnystudio.com/listener for privacy information.

Episode 25 was recorded live on stage during the first FutureSeeds event, on May 26th 2021. Mara Bun is a true legend. She has been a non-executive director of Australian Ethical for the past five years. She was the founding CEO of Green Cross Australia, an organisation set up in 1993 by Mikhail Gorbachev to create a new approach to solving the world's most pressing environmental challenges. In early 2018 it was also announced that she will become the first female President of the Australian Conservation Foundation.
 Previously, Mara has worked for The Wilderness Society, Greenpeace Australia, CHOICE, the CSIRO and a number of financial organisations, including Macquarie Bank, Morgan Stanley, and as a director of Allen Consulting Group. Mara has also worked for The World Bank on an earthquake reconstruction project in Nepal. She was a Director on the Board of Bush Heritage Australia for ten years and a member of the NSW Sustainable Energy Development Authority Advisory Council for six years. Mara studied economics and political studies at Williams College, Massachusetts. Video version available at https://www.youtube.com/watch?v=GGK7m3RBQeE&t=4s

$6.5bn fund manager Australian Ethical, ‘clean fast food' firm Guzman y Gomez, Unilever's Ben & Jerry's, Lion's Stone & Wood, The Body Shop and parts of Danone are all Bcorps. They are all driving growth through commitments to social and environmental good – and are all laser-focused on the sustainability and purpose credentials of those they do business with. That includes media owners and agencies. In a few weeks, a new media carbon calculator developed by Benedictus Media sister company Net Zero Media – in beta and set to launch ahead of those being touted by the likes of GroupM – will shine a light on which publishers or media channels will deliver lowest carbon footprint per campaign. Bosses of Australia's three certified Bcorp indie agencies, Benedictus, Alchemy One and Optimising, say those clients can then reweight spend – and may even make shorter ads – in a bid to lessen environmental impact. And they think it's just the tip of the iceberg. See omnystudio.com/listener for privacy information.

Andy Gracey describes Australian Ethical's funds as more than just “feel good” investments, having won a number of awards over the years. They are long term focused, and seek opportunities in growth areas with a sector specialist approach, whilst guided by their ethical charter (as I discussed with Stuart Palmer in Episode 3 of this podcast). Andy has worked in investment management for over 20 years. In 2003 he set up his own equities research business undertaking research services for a number of ASX listed companies and institutional investors, before joining Australian Ethical in December 2004. Andy assumed full portfolio management responsibility for the Australian Ethical Australian Shares Fund in April 2008, although he has been responsible for the small cap component of the Fund since August 2006, and he has been portfolio manager for the Australian Ethical Emerging Companies Fund since inception 6 years ago.   Andy graduated from Massey University with a Bachelor of Business Studies (Economics and Finance with an honours degree in Finance) in 1991.I hope you enjoy this discussion with Andy Gracey of Australian Ethical Investments (recorded just as the Omicron Covid variant was starting to spread).  You can check out their website at: www.australianethical.com.au. For more information about James Baird and JustInvest Financial Planning see: justinvest and ethicalinvestment.  We wish to acknowledge the traditional custodians of the land we recorded on, the Wardandi Noongar people. We pay our respects to them and their culture; and to elders past, present and future.  

Welcome to the final instalment of the three-part Australian Investors Podcast mini-series on ethical investing in Australia, sponsored by Australian Ethical.I'm joined again by Mike Murray, Australian Ethical's Head of Domestic equities.In Part One of this series, I spoke with Dr Stuart Palmer about how Australian Ethical use their Charter to exclude about half of the companies on the ASX from the team's universe of investment ideas. In Part 2, Mike walked us through how he and the analyst team research companies and identify long-term compounders like Cochlear (ASX: COH) or Fisher & Paykal (ASX: FPH).You can go back to Parts One and Two by using the links in your podcast player. While you're there, don't forget to subscribe to The Australian Investors Podcast and, if you're really keen to help me out, leaving me an honest review.In this episode, the final part of our mini-series on ethical investing, Mike outlines his thesis for three Australian companies that are, at the time of recording, owned by the Australian Ethical High Conviction ETF.These companies are Healius Ltd (ASX: HLS), a laboratory testing and medical business formerly known as Primary Health Care; Pexa Ltd (ASX: PXA), which is by far Australia's most dominant property settlement and exchange platform; Downer Ltd (ASX: DOW), an industrials business working across many industries.As you'll hear from Mike, these companies have some wrinkles. But Mike does a great job of laying out his thesis.Watch the video version on the Rask Australia YouTube page.Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it's a 5-second task that really helps support the show (and puts a big smile on Owen's face).Full individual disclosures for each guest are available via the show notes page. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 8th Feb 2022

Welcome to the final instalment of the three-part Australian Investors Podcast mini-series on ethical investing in Australia, sponsored by Australian Ethical. I'm joined again by Mike Murray, Australian Ethical's Head of Domestic equities. In Part One of this series, I spoke with Dr Stuart Palmer about how Australian Ethical use their Charter to exclude about half of the companies on the ASX from the team's universe of investment ideas. In Part 2, Mike walked us through how he and the analyst team research companies and identify long-term compounders like Cochlear (ASX: COH) or Fisher & Paykal (ASX: FPH). You can go back to Parts One and Two by using the links in your podcast player. While you're there, don't forget to subscribe to The Australian Investors Podcast and, if you're really keen to help me out, leaving me an honest review. In this episode, the final part of our mini-series on ethical investing, Mike outlines his thesis for three Australian companies that are, at the time of recording, owned by the Australian Ethical High Conviction ETF. These companies are Healius Ltd (ASX: HLS), a laboratory testing and medical business formerly known as Primary Health Care; Pexa Ltd (ASX: PXA), which is by far Australia's most dominant property settlement and exchange platform; Downer Ltd (ASX: DOW), an industrials business working across many industries. As you'll hear from Mike, these companies have some wrinkles. But Mike does a great job of laying out his thesis. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it's a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th Feb 2022

Mike Murray, CFA is the Head of Domestic equities at Australian Ethical. In this conversation, Mike walks us through the investment pillar of Australian Ethical's process. We talk about business models, including repeatability, scaling, gross margins and capital intensity. Then we get a little nerdy and dive into valuation, expected returns and risk management.In this conversation, Mike shares the secrets behind companies like Cochlear Ltd (ASX: COH), Downer Ltd (ASX: DOW), Australian Ethical Investment Ltd (ASX: AEF) (the ASX-listed company) and Fisher & Paykel (ASX: FPH).Basically, if you want to know what makes great companies great investments, this is the episode for you.Before I ask Mike for his best-ever investment, a quick note. Please remember that this episode is part two of our three-part mini series, Ethical Investing in Australia.In part one I spoke with Dr Stuart Palmer, Head of Ethics Research, and we set the scene for this chat with Mike. So if you go thinking "I think I'm missing something?", just go back and listen to Part One first. Part One should be available in your podcast player and I've included a link in the show notes.Here's Mike Murray, Australian Ethical's Head of Domestic Equities, answering my question "what the best investment you've ever made?"...In part two and part three I'm joined by Australian Ethical's Head of Australian Equities, Mike Murray, who walks us through the investing pillar of Australian Ethical and then offers us 3 ethical investment ideas from Australian Ethical's Australian Shares High Conviction ETF (CBOE: AEAE).I hope you enjoy this conversation with Dr Stuart Parlmer of Australian Ethical.Watch the video version on the Rask Australia YouTube page.Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it's a 5-second task that really helps support the show (and puts a big smile on Owen's face).Full individual disclosures for each guest are available via the show notes page. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 8th Feb 2022

Mike Murray, CFA is the Head of Domestic equities at Australian Ethical. In this conversation, Mike walks us through the investment pillar of Australian Ethical's process. We talk about business models, including repeatability, scaling, gross margins and capital intensity. Then we get a little nerdy and dive into valuation, expected returns and risk management. In this conversation, Mike shares the secrets behind companies like Cochlear Ltd (ASX: COH), Downer Ltd (ASX: DOW), Australian Ethical Investment Ltd (ASX: AEF) (the ASX-listed company) and Fisher & Paykel (ASX: FPH). Basically, if you want to know what makes great companies great investments, this is the episode for you. Before I ask Mike for his best-ever investment, a quick note. Please remember that this episode is part two of our three-part mini series, Ethical Investing in Australia. In part one I spoke with Dr Stuart Palmer, Head of Ethics Research, and we set the scene for this chat with Mike. So if you go thinking "I think I'm missing something?", just go back and listen to Part One first. Part One should be available in your podcast player and I've included a link in the show notes. Here's Mike Murray, Australian Ethical's Head of Domestic Equities, answering my question "what the best investment you've ever made?"... In part two and part three I'm joined by Australian Ethical's Head of Australian Equities, Mike Murray, who walks us through the investing pillar of Australian Ethical and then offers us 3 ethical investment ideas from Australian Ethical's Australian Shares High Conviction ETF (CBOE: AEAE). I hope you enjoy this conversation with Dr Stuart Parlmer of Australian Ethical. Watch the video version on the Rask Australia YouTube page. Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community. Score $100 off Owen's high conviction ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it's a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th Feb 2022

Welcome to part one of our three-part Australian Investors Podcast mini-series on Ethical Investing in Australia, sponsored by Australian Ethical -- a leader in ethical managed funds and superannuation. In part one of this mini-series, Ethical Investing in Australia, you're going to hear from Australian Ethical's Dr Stuart Palmer. Stuart walks us through the evolution of ethical investing, the Australian Ethical Charter, the core tenants of the Australian Ethical investing process and how the ethical filter creates a universe of investible companies. Finally, I ask for Stuart's response to owning Westpac Banking Corp (ASX: WBC) and Facebook / Meta Systems Inc (NASDAQ: FB) stock -- then I run 5 ASX companies past him and his ethical filter: - Guzman y Gomez. A private company involved in Mexican fast food). - National Storage REIT (ASX: NSR). A self-storage REIT, offers a dividend. - Tyro Payments (ASX: TYR). A card terminals payments business. - ARB Corporation (ASX: ARB). The 4x4 accessories company. - Aussie Broadband (ASX: ABB). Provides low-cost NBN with good customer service. In part two and part three I'm joined by Australian Ethical's Head of Australian Equities, Mike Murray, who walks us through the investing pillar of Australian Ethical and then offers us 3 ethical investment ideas from Australian Ethical's Australian Shares High Conviction ETF (CBOE: AEAE). I hope you enjoy this conversation with Dr Stuart Palmer of Australian Ethical. Resources: Full show notes Learn about the AE Australian Shares High Conviction ETF Ethical Charter - Australian Ethical Mike's LinkedIn Stuart's LinkedIn Owen's ethical investing course DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 8th of February 2022.

Welcome to part one of our three-part Australian Investors Podcast mini-series on Ethical Investing in Australia, sponsored by Australian Ethical -- a leader in ethical managed funds and superannuation. In part one of this mini-series, Ethical Investing in Australia, you're going to hear from Australian Ethical's Dr Stuart Palmer. Stuart walks us through the evolution of ethical investing, the Australian Ethical Charter, the core tenants of the Australian Ethical investing process and how the ethical filter creates a universe of investible companies. Finally, I ask for Stuart's response to owning Westpac Banking Corp (ASX: WBC) and Facebook / Meta Systems Inc (NASDAQ: FB) stock -- then I run 5 ASX companies past him and his ethical filter: - Guzman y Gomez. A private company involved in Mexican fast food).- National Storage REIT (ASX: NSR). A self-storage REIT, offers a dividend. - Tyro Payments (ASX: TYR). A card terminals payments business. - ARB Corporation (ASX: ARB). The 4x4 accessories company. - Aussie Broadband (ASX: ABB). Provides low-cost NBN with good customer service.In part two and part three I'm joined by Australian Ethical's Head of Australian Equities, Mike Murray, who walks us through the investing pillar of Australian Ethical and then offers us 3 ethical investment ideas from Australian Ethical's Australian Shares High Conviction ETF (CBOE: AEAE).I hope you enjoy this conversation with Dr Stuart Palmer of Australian Ethical. Resources:Full show notesLearn about the AE Australian Shares High Conviction ETFEthical Charter - Australian EthicalMike's LinkedInStuart's LinkedInOwen's ethical investing courseDISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 8th of February 2022.

This episode originally featured in The Australian Finance Podcast series in April 2021.Co-hosts Kate Campbell and Owen Rask dive into everything ethical investing to celebrate the launch of our new investing course on Rask Education.The pair discuss figuring out your own values, different ethical investing strategies, positive and negative screens to cover, and 5 tips for ESG share investors.Want to keep going? Enrol in our free course.Enrol in our free Ethical Investing 101 course today.At the time of publishing, Owen owns shares of Pushpay (PPH), Salesforce (CRM), and units in the A200 ETF. Kate owns shares of Salesforce (CRM). Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.Take one of our intelligent & FREE investing courses (think ETFs, shares & valuation) on Rask Education and join our insightful FB community.Score $100 off Owen's high conviction ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts or Spotify - it's a 5-second task that really helps support the show (and puts a big smile on Owen's face).Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

The S&P/ASX200 closed 26 points, or 0.3% ahead on Monday, after the index shook of a morning stutter to jump 0.7% to a 6 week high at lunch, with the materials and energy stocks leading the way. Lower trading volumes perhaps reflecting a more cautious stance ahead of a massive week of economic and corporate revelations. Mineral Resources (MIN) led the gains, up 9%, while at the other end of matters, Perpetual Limited (PPL) lost 5.5% and growth darling Kogan.com (KOG) shrank over 4.4%. Ahead of match out across the region, the Nikkei, Hang Seng and the CSI300 are all flat or trading lower. Our top three VODs: Three of Australian Ethical's most exciting stock picksMichael is back in business with this buy hold sell | the tradeWhy American Century Investments has moved to "materially underweight" on China See acast.com/privacy for privacy and opt-out information.

In this podcast I interview Dr Stuart Palmer, the Head of Ethics Research at Australian Ethical. Stuart evaluates the impacts which companies' products, services and operations have on people, animals and the environment. So if you ever wondered why a particular company is or isn't in Australian Ethical's portfolios, Stuart is your man. He is the gatekeeper of Australian Ethical's charter, a list of 23 principles that have been part of the company constitution since 1986. The charter not only guides all of their investments, but also underpins all elements of Australian Ethical's business…it effectively filters out companies that don't match their ethical criteria. So in order to better understand this process, we did an ‘ethical Q&A' - I threw some stock names at Stuart, and asked him clarify whether that company was ‘in' or ‘out', based on ethics! This is part one of a two part discussion with Australian Ethical – in our second interview, we will be looking at the decision making processes around stock picking, once the ethical filtering has been done. Australian Ethical is an award winning ethical wealth management company based in Sydney. Australian Ethical has over $6 billion in funds under management and over 66,000 clients. It is one of the fastest growing super and investment funds in the country by both number of members and funds under management. 10% of Australian Ethical's profits fund the Australian Ethical Foundation and its Community Grants program. The company was a founding B Corp in Australia, and the first publicly listed company in Australia to achieve B Corp status. You can check out their website at: www.australianethical.com.auI hope you enjoy listening to this interview with Stuart Palmer of Australian Ethical. For more information about James Baird and JustInvest Financial Planning see: www.justinvest.net.au   We wish to acknowledge the traditional custodians of the land we're recording on, the Wardandi Noongar people. We pay our respects to them and their culture; and to elders past, present and future. 

The wild world of small caps has enamoured investors and punters alike since the dawn of time. Case in point, if a friend asked you to name your best stock pick, I'm almost certain they don't want to hear about BHP - they are after a small-cap.  These companies excite investors because their size means that they can grow multiples faster than their big cap cousins, and the lack of media coverage makes sorting through the company reports and Livewire articles all the more worth it when you find that gem. So to ease up your search, we brought in the experts.  In this episode of Buy Hold Sell, Ally Selby is joined by Nathan Hughes from Perpetual and Mike Murray from Australian Ethical. The trio discuss four small caps on the rise, including Integral Diagnostics, Nitro Software, PEXA and Blackmores. And to top it all off, our fundies have each brought along one small-cap with big potential. Note: This episode was filmed on Wednesday 15th September 2021. You can read a transcribed version below:  https://www.livewiremarkets.com/wires/buy-hold-sell-6-small-caps-on-the-rise/ 

Much-loved Dumbo Feather friend Hugh Mackay joins us on the podcast this week, sharing the insights, research and thinking behind his latest book "The Kindness Revolution." Hugh spoke with us as part of an interactive Small Giants Academy conversation event in July, hosted by our head of programming, Eleanor Gammell. Thanks to Australian Ethical for partnering with us on this episode.

John unpacks the importance of knowing your ‘why', his journey into the finance sector, key lessons he's learnt as a CEO, and some of the innovative things Australian Ethical are doing to future proof themselves. We discuss what he sees as the next big themes for investing and he shares some tips on where advisers can look to self-educate on future trends.