We pursue investment in companies that pass both our investment process screens and appropriate valuation measures. The investment process examines financial strength, cash flow metrics, shareholder structure and management and utilises the proprietary Ethical Partners Opportunity and Risk Assessment (EPORA). We choose an active advocacy role in encouraging better corporate behaviour. Evidence of this can be seen in our regularly published Engagement Report.
Businesses that seriously consider their impact on people and the environment will create stronger, more resilient businesses that could ultimately benefit their shareholders. But we also believe that being a disciplined value investor and paying the right price for companies is equally important.
We use ESG information from over 600 different, diverse sources. This includes commercial sustainability providers, and domestic and international government, non-government and academic sources. We also liaise and utilise data from not-for-profits, community groups, environmental and human rights activists, consultants and ethical investment bodies.
When you invest your money in the Ethical Partners Australian Share Fund your investment is pooled together with other investors’ money. We use this pool of money to buy investments and manage those investments on behalf of all investors in the Fund. Under this structure you access the knowledge and skill of Ethical Partners Funds Management which makes sustainable and responsible investment decisions on behalf of all unit holders utilising its investment process (as outlined in the Information Memorandum and PDS). The Fund aims to outperform the S&P/ASX 300 Accumulation Index over the medium to long term. This information is intended for wholesale and institutional investors only.TELL ME MORE
We identify companies that are doing things well and encourage everyday businesses to do what they do in a better way. That doesn’t just mean focusing on companies at the forefront of innovation. While new companies in innovative industries can be good, responsible and sustainable investments, we believe the greater opportunity to affect the world in a positive way will come from companies making everyday items with more thoughtfulness while caring for people and the environment. We believe all businesses have the opportunity to benefit from doing things better with the advantages of doing so being enjoyed by society, their people, their environment and their shareholders.TELL ME MORE
The Ethical Partners Tatrai Giving Fund is a division of Ethical Partners Funds Management that aims to support underprivileged areas in society. It exists because the owners and Directors of Ethical Partners Funds Management believe it is important to help those that are not as fortunate as ourselves. The Giving Fund is substantially funded from Director donations. Our clients are also welcome to donate along side us.TELL ME MORE