Ethical Investment Advisers

10/04/2026

Modern slavery risks are still hiding in the supply chains of everyday products - from solar panels to clothing to food. Advisers are increasingly expected to help clients navigate these issues, but the information they receive is often too vague to be useful.

At the Responsible Investment Association Australasia Conference, Måns Carlsson OAM and Karen McLeod together with Rachel Alembakis and Ethan Kusch will unpack what real human rights due diligence looks like in practice: site visits, worker interviews, escalation pathways, and genuine remediation. Måns’ on‑the‑ground experience shows exactly what meaningful action looks like, and why advisers need to be able to tell the difference between glossy reporting and real risk management.

And the timing matters. Australia is preparing to strengthen its Modern Slavery Act, with mandatory due diligence, clearer expectations, and stronger enforcement all on the horizon. Advisers will play a key role in lifting standards across the sector.

The session will give advisers practical tools to assess fund managers, ask sharper questions, spot red flags, and communicate these issues clearly to clients. If you want clarity, confidence, and real‑world examples, this workshop will deliver.

17/03/2026

We are delighted that adviser Karen McLeod will be speaking at the RIAA Conference Australia 2026 in a Workshop on Human Rights and Modern Slavery: What advisers need to know.

Join finance, sustainability and industry practitioners for an immersive, hands-on experience that will equip you with the tools to translate frameworks and expectations into actionable decisions.

As the largest responsible investment gathering in the Southern Hemisphere, there is no better place to make meaningful connections, learn from leading experts and uncover emerging opportunities as responsible investment continues to evolve.

Hosted by the Responsible Investment Association Australasia (RIAA) on the 27 & 28 May 2026 at the Melbourne Convention & Exhibition Centre (MCEC) or online.

Early bird tickets available for a limited time (before 26 March) – secure your spot today: https://lnkd.in/gcEjpRYe

09/03/2026

"The more diverse voices you have in a room, the better the outcomes, because more diverse viewpoints have been considered."

We highlight Meridian Energy, a company we invest in, as an equal opportunity employer with Advanced GenderTick accreditation.

In celebration of Women's achievements - Leanne Robb Procurement Engineer, Renewable Construction Team of Meridian Energy tells her story and career trajectory. Leanne has been right on the cutting edge of Meridian delivering the first large-scale grid battery storage system and the first solar farm.

Having come close to throwing in the towel, only to find her feet, Leanne is passionate about encouraging young women to consider engineering as a career.

She has volunteered for the Wonder Project – an initiative that aims to inspire young people to take on STEM (science, technology, engineering and maths) subjects, and was a diversity and inclusion ambassador at Aurecon.

https://www.meridianenergy.co.nz/news-and-events/women-of-meridian-leanne-robb

Having grown up in Wellington appreciating that weather conditions could serve a greater purpose than folding umbrellas in half, it’s no surprise that Leanne Robb ended up in the renewable energy sector

07/03/2026

International Women's Day 2026 - 'Give To Gain'

When we give, we gain.

Together, let's help forge gender equality through abundant giving.

The IWD 2026 Give To Gain Campaign encourages a mindset of generosity and collaboration.

Many women want to take control of their finances but face persistent structural and behavioural barriers.

When women gain confidence and act collectively, we build a fairer, more sustainable world for women.

Check out our 30-day financial action plan. Which of the checklist items would you like turned into a short, actionable plan?

18/02/2026

We are excited to share the Ethical Advisers' Co-op 2025 Annual report with you as it continues to highlight the power of collaboration in ethical investing.

With more than $3.25b in funds under management, the Ethical Advisers' Co-operative continues to be a vocal representative for advisers and investors seeking ethical and sustainable investment options.

The Co-op’s Annual Report highlights some of the great work undertaken by members, including engagement activities, ethical fund ratings and member events.

Our 2025 Annual Report is a testament to the power of collaboration in ethical investing across Australia and Aotearoa NZ.
Key outcomes include:

• Growing to $3.25 billion in ethically managed funds under advice for our clients

• Supporting shareholder resolutions on climate, biodiversity (eg the Save the Skate campaign), and human rights, contributing improved disclosures, policy changes and divestment

• Our 12th Ethical Investment Week sparked widespread media coverage on intergenerational wealth transfer

• An updated list of Ethical Leaf Ratings, with over 50 funds covered
Check it out and consider how your investments can drive real impact – find an ethical adviser today!

https://www.ethicaladviserscoop.org/annual-reports/

15/10/2025

A huge thank you to our amazing clients and everyone who joined us last week to celebrate Ethical Investment Week with our special screening of Future Council. Your presence made the evening not only a success, but a truly meaningful one.

The film invited us to listen to the next generation’s voice — and what a voice it was: bold, imaginative, and refreshingly honest. One moment that had the whole room smiling was when the ING Bank executive was asked when the bank might reconsider its approach to lending in the future.

“I’m not asking you to take a jump-off-a-cliff risk (with your business decisions) — just maybe a rolling-down-the-hill risk.”

It was a cheeky but powerful reminder that change doesn’t have to be radical to be real. Sometimes, it’s about taking that first gentle step toward a more ethical, sustainable, and values-aligned future.

We’re so grateful to work with clients who are already asking the big questions, making thoughtful choices, and shaping a legacy that future generations can be proud of.

Here’s to investing with heart, mind, and hope.

13/10/2025

Reframing Intergenerational Wealth Through Values and Voice

The recent AFR article, published along-side Ethical Investment Week, featured insights from adviser Karen McLeod who is also part of the Ethical Advisers’ Co-op. The piece helped frame a growing conversation around intergenerational wealth transfer, not just as a financial transaction, but as a deeply values-driven process.

The Ethical Advisers’ Co-op was invited to contribute to the article, helping shape the narrative through the lens of ethics, family values, and legacy. Karen McLeod noted that beneficiaries are increasingly involved in decisions about whether to divest from companies that no longer reflect their values and reinvesting in climate-positive or socially impactful opportunities.

This shift isn’t just about ethical outcomes. It’s also a chance to start important conversations between generations and about how wealth is passed on, how it’s used, and what kind of world it helps create. Families are engaging in discussions about financial and ethical priorities and advisers are playing a key role in navigating these conversations.

For many, inherited wealth is no longer just a legacy of financial security it’s a chance to leave a positive impact for future generations.

This year’s Ethical Investment Week focus: the strong connection between Ethical Investing and Growing Generational Wealth - brought this conversation to life. Through events, discussions, and the screening of the film Future Council, we invited people to experience the next generation’s voice. The film offered a powerful vision of what young people hope for and expect from the world we’re shaping today.

Together, the AFR article and Ethical Investment Week have helped spotlight: ethical investing is not just about avoiding harm, it’s about creating a legacy that future generations can be proud of.

08/10/2025

🌱 Did you know your super, savings and investments could be funding fossil fuels, weapons, or animal cruelty—without you knowing?

This Ethical Investment Week (6-12 Oct) is a chance to rethink where your money is invested and how it can support a better future.

💬 Our Advisers are here to help you:
✅ Understand what’s in your portfolio
✅ Make values-aligned investment choices
✅ Take action against greenwashing
📅 Join us this October and be part of the movement for ethical investment

🔗 Learn more: https://www.ethicaladviserscoop.org/ethical-investment-week/

08/10/2025

Is Your Super Fund Investing In Line With Your Ethics?

Check out your Super Funds and all the other 65 Super Funds' Leaf Rating. Rated by the Ethical Advisers' Co-ops Leaf Rating Committee.

The Committee Leaf Rating System rates each Super Fund based on its ethics. This includes the underlying investments, their research and screening methods and more.

Want to learn more?

Visit: https://www.ethicaladviserscoop.org/ethical-fund-ratings/

08/10/2025

Ethical Investment Week has begun and will run from the 6th to the 12th of October.

We will be sharing content focusing on this year's theme of "Building Generational Wealth" and the connection between Ethical Investing and Growing Generational Wealth.

Want to learn about whether your Super Fund is investing in line with your ethics? Check out its Leaf Rating and what it means on our website (https://lnkd.in/e_7vyRcC).

Want to learn about financial wealth, and also creating a better tomorrow by investing ethically?

Want to learn about how important Ethical Investing is to you? Take our 3-minute 'Ethical Investment Week Survey' (Ethical Investment Week Survey).

Want to learn more? Visit our website https://lnkd.in/gCnPUx34 and keep an eye out for more posts this week.

08/10/2025