The Green Dream

In this episode I interview the author of a book called ‘The Rich Greenie, financial strategies for living well while saving the planet’. Stuart Barry is the owner and Senior Adviser at Tas Ethical, a Hobart firm which is part of our Ethical Investment Advisers licensee group.  Stuart has almost 40 years experience in the industry, is a Certified Financial Planner and holds a Masters of Business A...

Have you ever wondered about super and investment funds that claim to be ethical or sustainable, but you suspect they might not be true to label? In today’s episode I talk with Chris Lang about Leaf Ratings, which aim to eradicate green (& ‘rainbow') washing! You can find the web page at www.leafratings.org .  Leaf Ratings are based on surveys done by Financial Advisers in the Ethical Adv...

In this discussion with Greg Liddell,  Director of Responsible Investments at BetaShares, we talk about the active management of passive funds that is going on behind the scenes by the BetaShares team. The sustainability focused Exchange Traded Funds (ETF's) that we focus on in this interview aren't actively traded, but are run like index funds, with an ethical overlay.  However for Greg...

Andy Gracey describes Australian Ethical’s funds as more than just “feel good” investments, having won a number of awards over the years. They are long term focused, and seek opportunities in growth areas with a sector specialist approach, whilst guided by their ethical charter (as I discussed with Stuart Palmer in Episode 3 of this podcast).  Andy has worked in investment management for over 20 y...

In this discussion with Kerry we explore Impact Investing: a style of investment dedicated to intentionally doing good and contributing to solutions. We discuss the ‘ABC’ of ethical investing and explore the idea that capitalism rewards companies that make positive contributions both socially and environmentally. We talk about taking the measurement of impact to the next level, as well as a range...

In this interview I talk to a fellow Financial Planner, my colleague Karen McLeod. Career wise, we have a fair bit in common - like myself, she is an Authorised Representative of Ethical Investment Advisers, is a member of our Investment Committee, is accredited by the Responsible Investment Association Australasia (RIAA) as a Certified Financial Adviser, is a member and former Chair of the Ethica...

Hello and welcome to our special Ethical Investment Week (EIW) podcast! The theme for EIW 2021 is Wayfinding for ethical investment. In its simplest definition, wayfinding is about observing the natural world in order to work out your location, orient yourself towards your destination, set a course to get you there, then dynamically respond to signs as you journey. Wayfinding is as relevant for ou...

This interview is with Kate Temby of Affirmative Investment Management. I was keen to talk to an Impact bond manager to demystify the world of bonds, particularly those that can help communities or transform infrastructure in a sustainable way. We explain some of the jargon, talk about ‘Waci’ budgets, and discuss how it’s possible to create a positive social and environmental impact with bonds, wi...

In this podcast I interview Dr Stuart Palmer, the Head of Ethics Research at Australian Ethical. Stuart evaluates the impacts which companies’ products, services and operations have on people, animals and the environment. So if you ever wondered why a particular company is or isn’t in Australian Ethical’s portfolios, Stuart is your man. He is the gatekeeper of Australian Ethical’s charter, a list...

 I recorded this interview whilst the 2021 Tokyo Olympics were underway, which was fitting because Tom King won a gold medal for sailing at the Sydney Olympics and was later awarded a Medal of the Order of Australia for services to sport. It's not uncommon to apply skills acquired in the sporting arena in the business world, and Tom talks about there being some particularly strong parallels w...

It was great to have this chat with Nick Edgerton – his enthusiasm for sustainable investing is infectious, and whenever I talk to him I get the feeling that there’s no cutting corners in terms of creating positive impact economically, socially and environmentally. It was a wide ranging discussion, from Antarctica, to coconuts, yoghurt, EV’s, taxes and a lot in between – I hope you enjoy this inte...