The Work Index by Flexa

U Ethical Investors

U Ethical Investors is an Australian ethical investment manager that aims to generate positive social and environmental impact while delivering competitive risk-adjusted returns.

https://www.uethical.com/
4.6

/10

Transparency ranking

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Description

U Ethical Investors is an Australian investment manager focused on ethical and responsible investing. They offer a range of managed funds for both wholesale and retail investors, aiming to generate competitive returns while adhering to their strong ethical investment principles. Their products include equity trusts, income trusts, and a cash management trust, all of which invest in companies that align with their ethical investment policy. U Ethical has a long history of commitment to ethical investment and is a certified B Corporation, signifying their dedication to social and environmental impact.

U Ethical believes in transparency and provides detailed information about their investment process, performance, and holdings. Their website features extensive documentation including product disclosure statements, investment policies, and performance reports. U Ethical is also committed to active stewardship, engaging with companies in their portfolio to promote positive change and encourage responsible business practices.

Mission

U Ethical Investors is an Australian investment manager committed to using business as a force for good, aiming to achieve competitive risk-adjusted returns while limiting harm and creating positive impact through their ethical investment policy. They offer a range of ethical managed funds for wholesale and retail investors, focusing on sustainable and responsible investment practices that align with their mission of building a better world through investing with purpose.

Environmental impact driven
Social impact led
Sustainability

Culture

U Ethical promotes a culture of responsible investing, placing a strong emphasis on ethical considerations and sustainability. The company encourages its employees to be passionate about creating a better world through investing, aligning with their mission to use business as a force for good. This is further evidenced by their B Corp certification, which recognizes their commitment to social and environmental impact.

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