Australian Ethical Investment (ASX: AEF) — Company Overview, News & Financial Data
Australian Ethical Investment is a leading ethical investment manager in Australia, managing over $6 billion in funds.
Australian Ethical Investment
Australian Ethical Investment is an Australian ethical wealth management and superannuation company headquartered in Sydney, Australia. Founded in 1986, the company manages ethical superannuation funds, pensions, exchange-traded funds, and managed investment funds for individual, institutional, and adviser clients. The firm applies screening processes to select investments in sectors such as renewable energy, healthcare, information technology, and education, while restricting capital from fossil fuels, tobacco, gambling, and weapons. As a certified B Corporation, it operates superannuation funds through Australian Ethical Superannuation Pty Ltd and serves members and investors across Australia.
Snapshot
Operations
Products and/or services of Australian Ethical Investment
- Superannuation Funds: Ethical superannuation investment options for individual Australian workforce members and employers, providing multi-asset portfolios, high-growth strategies, and balanced options screening against negative environmental and social impacts while targeting long-term capital growth.
- Managed Funds: Managed investment trusts offering retail and institutional investors access to diversified portfolios across active equities, quantitative strategies, fixed income, and private markets, selected through positive environmental, social, and governance criteria.
- Account-Based Pensions: Ethical retirement pension solutions designed for retirees to draw down regular income streams during retirement, providing access to screened multi-asset and fixed income portfolios tailored for post-work capital preservation and growth.
- Exchange Traded Funds: Active exchange-traded funds providing liquid, tradeable exposure to ethically screened investment portfolios across Australian and global equity markets for retail investors, wealth managers, and institutional clients.
- Separately Managed Accounts: Customized investment administration and portfolio management services tailored for financial advisers and high-net-worth clients seeking direct beneficial ownership of ethically screened portfolios across multiple asset classes.
- Institutional and Adviser Services: Investment management, reporting, and advisory distribution capabilities serving financial planners, family offices, foundations, and non-profit organizations seeking screened multi-asset, active equity, and fixed-income portfolios.
Australian Ethical Investment executive team
- Mr. John Paul McMurdo M.B.A.CEO, MD & Director
- Mr. Mark Simons C.A.Chief Financial Officer
- Mr. Ludovic TheauChief Investment Officer
- Ms. Maria LoyezChief Customer Officer
- Ms. Karen Hughes A.C.A., B.Sc.Chief Risk Officer & Company Secretary
- Mr. Anthony Lane B.Com., L.L.M.Chief Operating Officer
- Eveline Moos B.Com.Chief People & Culture Officer
- Mr. John Woods C.F.A.Deputy Chief Investment Officer & Head of Multi Assets
- Mr. Clinton LeongHead of Investment Business Management
- Ms. Alison George B.A., C.A.Chief Impact & Ethics Officer