Can you invest ethically without sacrificing a financial return?

Morgans Sydney, Level 21, Aurora Place, 88 Phillip Street, Sydney
11 December 2019, 4:45 AM

Admission Information:

What are ethical, sustainable, and impact investing? Want to make a positive change, while continuing to grow your wealth? Want to be ahead of the pack?

Please join us as we hear from Alistair Mills from one of Australia’s leading fund manager, Betashares and Shaun Rasulov from Morgans, Australia’s largest national full-service stockbroking and wealth management network, on why there has been a significant growth in demand for responsible investing.

There is still a common belief among investors (which is gradually changing) that if you wish to invest ethically, you will need to sacrifice a return, but this has been proven to be a myth. New evidence from the RIAA shows that, as at 31 December 2018, those fund managers that invested responsibly and ethically have outperformed those that invested without giving consideration to environmental, social and governance (ESG) factors, illustrated in the image below, over a 1, 3, 5 and 10 year* timeframe.

*Source: Responsible Investment Benchmark Report 2019 Australia (RIAA). Past performance is not indicative of future performance.

Performance of Australian Core responsible Investments against mainstream funds.

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Shaun and Alistair will also bust a few other myths on responsible investing, such as lack of diversification, that ethical investing is only about protecting the planet, that ethical funds are all the same and more.

Come and find out how you can align your needs for growing your wealth with your personal values.

Event details

Date

Wednesday, 11 December 2019

Time

  • 4:45 – Registration opens
  • 5:15 – Start

Venue

Morgans Sydney

Level 21, Aurora Place, 88 Phillip Street, Sydney

RSVP

Wednesday, 4 December 2019

Email: sousan.rashidi@morgans.com.au

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