Among our commitments to clients are that we will stay true to our value investing principles and process. We will treat your funds and members’ funds with the respect they deserve as long-term savings and never forget the privilege it is to be the custodian of those funds for as long as you are a client.

Our Consultants

Fund Administrator and custodian

The Responsible Entity has appointed Apex Fund Services as the fund administrator and custodian. Apex services many domestic and international fund managers and has in excess A$960bn of funds under administration.

Fund Auditor

Grant Thornton is a global assurance, audit, accounting, tax and advisory firm. It has over 1,200 people working in offices throughout Australia and its auditing division audits several fund managers in Australia. Grant Thornton is involved in the responsible/ethical investment space through the audit of the Responsible Investment Association of Australasia (RIAA) and it also performs product accreditation verification for RIAA’s Responsible Investment Certification Program.

Market access and portfolio management

The Investment Manager uses IRESS (ASX:IRE) for its live pricing information, some of its market data requirements and its portfolio management system.

Branding and Design

Our branding and design consultant is Karen Van Esveld who has a Bachelor of Design from the University of Newcastle. She has worked at several multinational branding and design agencies in Australia and Hong Kong. Karen recently travelled to Cambodia and contributed to the funding of a new school in the village of Tatrai. Karen will have ongoing involvement in the Ethical Partners Tatrai Foundation. In consultation with Karen, this website was designed by David Nolan Design.

Our Team
Our Partners