“I would highly recommend…for anyone who provides ethical investment advice to clients, especially financial advisers who have clients that want their portfolios to align with their values.”
- Paul Garner, Novo Wealth
Traditional advice can be a one-way street.
We believe ethical investment conversation bridges the gap between adviser and client, creates a two-way engagement, and enhances the adviser-client relationship.
You know you’re here because you want to be part of the global trend and growth of ethical investing,
and you know you need help to make that happen
As a financial adviser, you can have a tremendous impact for good.
This is why Alexandra Brown created the Ethical Advice Accelerator program. Financial advisers who differentiate themselves as industry leaders in ethical investment can create remarkable change, through enhanced adviser-client relationships, and directing dollars to where it counts.
88% of Australians believe it’s important their financial adviser provides responsible or ethical investment options.
Responsible Investment Association Australasia
Upon reading a report about the Sustainable Development Goals (SDGs) in 2019, Alexandra found an opportunity to make a significant difference. The SDGs are a set of global goals that aim to protect our environment, and create an equitable planet for all people.
There was a diagram showing the investment chain, and how money travels from people/investors to the SDGs, through organisations, financial institutions, foundations, and governments.
Alexandra recognised that financial advisers should be in the diagram (see the yellow arrow below).
Click Image to Enlarge
Advisers are an integral link in the investment chain and an imperative inclusion towards achieving the Sustainable Development Goals.
Given her experience in the industry, her skills in providing education products, and passion for sustainability, Alexandra was perfectly positioned to accelerate the role of advisers in achieving the Sustainable Development Goals by upskilling advisers as quickly and comprehensively as possible.
Alexandra has been working with advisers in the ethical advice space since 2015. She founded Invest with Ethics, a consulting business focused on supporting advisers that specialise in ethical and responsible investment. It was during this time, she recognised more and more advisers were seeking help in their transition from the traditional to ethical advice space.
Alexandra began developing and accumulating the tools and resources needed by advisers new to this area, drawing on conversations and engagements with ethical advisers, BDMs, fund managers, and other finance professionals with experience in ethical investments and advice.
One particular advantage was Alexandra’s role at Altiorem, the world’s first community-built online sustainable finance library. As Co-founder and Head of Research, Alexandra has access to a huge amount of the latest, greatest, and trending ESG and responsible investment research.
Over the years, she has hand-picked the best articles to include in the Accelerator program, amassing a wealth of knowledge and pertinent information aimed specifically at making the case for financial advisers to include ethical and responsible investments in their practice.
In 2021, the company Ethical Invest Group was founded, and since then we’ve expanded our collection of resources to assist financial advisers with their ethical investment needs. The highlights of this first year as a company has been the launch of the Accelerator program, and the strong partnerships established with leading organisations that recognise the need for further education and support for financial advisers, and are vocal advocates for ethical and responsible investment.
The team is growing, and we look forward to reaching and supporting even more financial advisers.
Our mission is to reimagine the investment chain for a sustainable future, ensuring every financial adviser can offer every investor ethical investment options and opportunities.
Ethical investing is a win for advisers, it's a win for clients, and it's a win for a more sustainable future.
Vision: To accelerate ethical investment from niche to norm.
Ethical Invest Group provides ethical investment consulting and education to purpose-driven financial advisers, helping them feel supported, confident, and aligned to build deeper relationships with their clients and enhance their scope of service by providing ethical investment advice.
I already offer ethical investment options - what’s the difference?
You might see the term ‘ethical investment’ and feel that your recommendations are already ethical. We get it. In the sustainable finance industry though, ethical investments are those that specifically incorporate values and environmental, social, and governance (ESG) criteria. Financial planners that specialise in this area are proud to call themselves ethical advisers. It doesn’t mean that your traditional advice isn’t ethical. Ethical advice in this context refers to advice that brings together client values, sustainability as well as ethical and responsible investments.
What is ESG and do advisers need to care?
ESG stands for environmental, social and governance factors. For investing, ESG factors such as: climate change, pollution and animal welfare (E); human rights, tobacco and gambling (S); and bribery, corruption and tax evasion (G), can result in material risks and opportunities for investors. ESG factors can also be important to your client and ethical advice may mean aligning your clients values with their portfolio by incorporating their social and environmental concerns. ESG has moved into mainstream finance, and advisers need to embrace it or be left behind.
What can I do if my client tells me they want to invest ethically?
More and more clients are asking their advisers to align their super and investments with their values, and seeking to avoid or support the issues that matter most to them.
It’s time for advisers to proactively ask their clients about their ethical preferences, and avoid the awkward situations that arise when the conversation is led by the client.
We provide some quick free training if you want to learn more about having confident discussions with your clients:
65% of people globally are driving the topic of sustainable investing forward with their advisers.
Schroders Global Investor Study
When you work with us at Ethical Invest Group you will be supported as you gain the knowledge and confidence to provide the best advice that aligns with client needs and values.
To get started, choose an option below, we’re ready to help you:
For financial advisers trying to navigate through ESG and responsible investing but feeling overloaded and unsure what help they can get.
ETHICAL ADVICE ACCELERATOR
For financial advisers ready to provide holistic ethical investment advice without wasting hours trying to find what they need to know. This is a self-paced program with support included.
Building her practical skills in ethical investment, Alexandra pursued a career alongside financial advisers. Wanting to remain firmly in the ethical space, she provided consulting services to advisers such as product research and analysis, client articles and content creation, client questionnaires, and other support services in ESG and sustainability.
One thing is clear:
there is no one way to provide ethical advice, and for advisers it is a special opportunity to engage with clients at a deeper level and with purpose.
This led to becoming a member and on the Board of the Ethical Advisers' Co-op, a national group of advisers who specialise in ethical and responsible investing. Through this network, Alexandra has learned from, and helped, many advisers in this space.
Alexandra is Head of Research at Altiorem, an online sustainable finance library. Altiorem's mission is to lift the finance industry higher by helping advocates within organisations to make the case for sustainable finance, and implement the steps needed to create real change. Not only a rewarding role, Alexandra shares the best research in the Altiorem library with members of the Ethical Advice Accelerator program.
“...Alexandra's positive and caring nature and her passion for responsible investment have made her a wonderful mentor, guiding students and industry professionals..."
- Pablo Berrutti, Altiorem
Alexandra is a regular panel guest for ESG and responsible investment events, conferences, and retreats. Reach out if you would like a credible, professional, and passionate speaker at your next event. She loves to help spread awareness and advocate for ethical and responsible investments.
In her downtime, Alexandra goes hiking to clear her brain so she can turn up the next day and fight the good fight. She used to be an award winning chef, but prefers to talk about sustainable finance instead of cooking, just know: if you ever get invited to her place for a dinner party, turn up.
86% of Australians believe it's important their financial adviser asks them about their interests and values in relation to their investments.
Responsible Investment Association Australasia
Acknowledgement of Country: In the spirit of reconciliation Ethical Invest Group acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.