Ethical Investing

What filters are used in the InvestSense ethical investment process?

InvestSense makes a number of considerations when assessing whether an asset is suitable for inclusion in our Better World Portfolios. The focus for all selection criteria is to exclude assets that may have a negative impact on people or planet and to ensure that sustainability and ethical management are at the forefront.

The InvestSense Better World Portfolios are a suite of ethically aware diversified portfolios that combine ethically screened direct Australian equities with a selection of leading Fund Managers andExchange Traded Funds that focus on Ethical, Sustainability and Impact investing.

These portfolios include Fund managers who:

  • invest in securities that provide a positive contribution to society or the environment
  • are targeting investments that relate to the UN Sustainable Development Goals
  • are signatories to the UN Principles of Responsible Investing (PRI) or members of the Responsible Investment Association of Australasia (RIAA) or demonstrate a clear commitment to avoiding securities with negative ESG factors.

Related Reading

Invest for a Better World

Responsible Ethical Investing

InvestSense Better World Portfolios

Why Managed Accounts brochure

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Read More

What are the benefits of Managed Accounts?

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Managed accounts offer a variety of benefits to both advisers and investors alike. Managed accounts provide access to professionally managed and structured portfolios designed to deliver returns in line with a client's risk tolerance and investment goals.
Read More

How do I convert my clients’ portfolios to Managed Accounts?

April 27, 2023
Switching into Managed Accounts can be daunting, but the value delivered by these accounts make it well worth the effort and reduces client management over time. With a project based approach, you can effectively migrate clients from existing portfolios into our Managed Accounts.
Read More

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April 22, 2023
A Managed Account is an investment portfolio managed by professional fund managers. It is a structure that allows the manager to make changes to the portfolio in line with market conditions.
Read More

Why do InvestSense Portfolios have CPI+ objectives?

March 21, 2023
Investors should consider what they want to achieve for their investments in relation to 'real' returns - the returns in excess of inflation. Portfolios with CPI+ objectives aim to provide investors with a guide to what they can expect in real terms from their investment options.
Read More

What is the InvestSense investment process?

March 21, 2023
We believe that an investment approach should always be focused on delivering value for our clients and investors. Our process is based on three pillars which include being valuation driven, forward looking and transparent.
Read More

What valuation methodology do InvestSense use?

March 21, 2023
We believe in following a value based investment approach based on our risk management framework and our forward looking valuation approach.
Read More

What filters are used in the InvestSense ethical investment process?

March 21, 2023
InvestSense makes a number of considerations when assessing whether an asset is suitable for inclusion in our Better World Portfolios. The focus for all selection criteria is to exclude assets that may have a negative impact on people or planet and to ensure that sustainability and ethical management are at the forefront.
Read More

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