The Work Index by Flexa

Ethinvest

Ethinvest is an Australian ethical and impact investment advisory practice that helps individuals, families, and organizations invest wisely while making a positive social and environmental impact.

https://www.ethinvest.com.au/
4.9

/10

Transparency ranking

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Description

Ethinvest is an Australian ethical and impact investment advisory practice, founded in 1989. With over 30 years of experience, they specialize in helping individuals, families, and organizations align their investments with their values and make a positive social and environmental impact while achieving strong financial outcomes. Ethinvest prioritizes independent advice, offering personalized guidance and a range of services including financial planning, wealth preservation, and impact investing. Their commitment to ethical investing is reflected in their support of initiatives like the Responsible Investment Association Australasia (RIAA) and Australian Impact Investments.

Ethinvest actively engages in shareholder activism and advocacy, pushing for better corporate governance, equality, sustainability, and social responsibility. They work with clients and partners to drive change in the boardrooms of corporate Australia and beyond. Ethinvest also fosters philanthropy, assisting not-for-profits, charities, and foundations in managing their investments for long-term benefit and meaningful impact. They established the Ethinvest Foundation and the Community Impact Foundation to further their commitment to charitable giving and environmental sustainability.

Benefits

Ethinvest does not mention employee benefits on its website. NONE

Mission

Ethinvest is an Australian ethical and impact investment advisory practice dedicated to mobilising capital for a better tomorrow. They help individuals, families, and organisations invest wisely and align their investments with their values, creating a positive social and environmental impact while achieving strong financial outcomes. Ethinvest provides independent, ethical advice, guiding clients through personalized financial plans, wealth preservation strategies, and impact investing options that benefit people and the planet without compromising returns.

Animal focused
Disruptor
Environmental impact driven
Social impact led
Sustainability

Culture

Ethinvest promotes a culture of ethical and responsible investing, prioritizing social and environmental impact alongside financial returns. They value collaboration, client-centricity, and transparency, evidenced by their dedication to independent advice and community engagement. This culture is reflected in their commitment to shareholder activism, philanthropic endeavors, and a diverse and talented team passionate about making a positive difference in the world.

Progressive

DE&I

Ethinvest demonstrates commitment to diversity, equity, and inclusion through its diverse team of professionals across various locations in Australia, including Sydney, Melbourne, Canberra, Northern Rivers, and Adelaide. They also acknowledge the Traditional Owners of the lands on which their offices are located, demonstrating respect for Indigenous culture and history. Additionally, their work with various philanthropic organisations, including the John T Reid Charitable Trusts, Ethinvest Foundation, and Community Impact Foundation, reflects a commitment to creating a more equitable and just society.

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