Sustainable Investing
Invest in a Way That Reflects What Matters to You
Growing interest in social and environmental issues has changed the way many Australians think about investing.
Ethical and sustainable investments aim to align your investment choices with your values, while also considering environmental, social and governance (ESG) factors as part of the investment selection process.
At Antea, we can help you explore investment options that reflect what matters to you while remaining aligned with your broader financial goals.
Why Sustainable Investing Matters
Your investments can do more than help build your financial future. They can also reflect the industries, causes and issues you choose to support.
For some people, sustainable investing means avoiding certain industries. For others, it means investing in companies and projects contributing to positive environmental or social outcomes.
There is no single approach to ethical investing. What matters is finding an investment strategy that reflects your values, financial goals, timeframe and comfort with risk.
Different Approaches to Ethical Investing
Sustainable Investments
These investments focus on areas connected to a more sustainable future, such as renewable energy, clean technology and water-related initiatives.
Screened Investing
This approach excludes or reduces exposure to industries or companies that may not align with your values, such as tobacco, weapons, gambling or fossil fuels, while favouring areas with stronger ESG characteristics.
Impact and Community Investing
These investments aim to generate positive social or environmental outcomes while also seeking a financial return.
Corporate Advocacy and Shareholder Action
Investors may use their position as shareholders to influence company policies, practices and behaviour on environmental, social or governance issues.
Integration of ESG Factors
ESG considerations can also be incorporated into traditional financial analysis, recognising that environmental, social and governance issues may affect investment risk and performance.
Finding an Approach That Reflects Your Values
Ethical investing can mean different things to different people, so it is important to understand the criteria, investment approach and values behind each option.
You may want to avoid certain industries, support particular causes or simply have greater transparency around where your money is invested.
Our advisers can help you explore the available options and consider how your investments may better align with your values while remaining focused on your broader financial strategy.
You May Benefit from Sustainable Investment Advice If You...
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Want your investments to better reflect your personal values
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Want to understand where your money is currently invested
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Prefer to avoid certain industries or activities
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Are interested in environmental or socially responsible investments
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Want to better understand ESG investing
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Are reviewing sustainable investment options within your superannuation
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Want confidence that your investments remain aligned with your financial goals
Why Choose Professional Advice?
Sustainable investing involves more than choosing an investment labelled ethical, responsible or sustainable.
Different investment managers can apply very different screening criteria, ESG frameworks and definitions of what is considered sustainable. Professional advice can help you look beyond the label, understand what you are actually investing in and compare the options available.
At Antea, we help you bring those investment choices together with your broader financial strategy so you can make informed decisions with greater confidence.
Frequently Asked Questions
What is sustainable investing? Sustainable investing considers environmental, social and governance factors alongside traditional investment considerations. It may involve avoiding certain industries, supporting particular sectors or incorporating ESG factors into investment decisions.
What does ESG mean? ESG stands for environmental, social and governance. These factors can include issues such as environmental impact, workplace practices, corporate behaviour, leadership and accountability.
Can I choose which industries I don't want to invest in? Depending on the investment options available, screening can be used to exclude or reduce exposure to certain industries, such as tobacco, gambling, weapons or fossil fuels.
How do I know if an investment is genuinely sustainable? It is important to look beyond terms such as ethical, green or sustainable and understand the investment's underlying holdings, screening criteria and ESG approach. The Responsible Investment Association Australasia (RIAA) is also a useful resource for learning more about responsible investing.
Book Your Complimentary Initial Consultation
Whether you're interested in ethical investing, want to better understand where your money is invested or would like your portfolio to more closely reflect your values, we're here to help.
Step 1:
Click the button below to view our availability.
Step 2:
Choose a time that suits you.
Step 3:
Meet with one of our advisers to discuss your investment goals and values, and explore how sustainable investing could form part of your broader financial strategy.