Ethical investing deep dive with Australian Ethical Head of Ethics Research, Dr Stuart Palmer

Welcome to part one of our three-part Australian Investors Podcast mini-series on Ethical Investing in Australia, sponsored by Australian Ethical -- a leader in ethical managed funds and superannuation.

In part one of this mini-series, Ethical Investing in Australia, you're going to hear from Australian Ethical's Dr Stuart Palmer.

Stuart walks us through the evolution of ethical investing, the Australian Ethical Charter, the core tenants of the Australian Ethical investing process and how the ethical filter creates a universe of investible companies. Finally, I ask for Stuart's response to owning Westpac Banking Corp (ASX: WBC) and Facebook / Meta Systems Inc (NASDAQ: FB) stock -- then I run 5 ASX companies past him and his ethical filter:

- Guzman y Gomez. A private company involved in Mexican fast food).

- National Storage REIT (ASX: NSR). A self-storage REIT, offers a dividend.

- Tyro Payments (ASX: TYR). A card terminals payments business.

- ARB Corporation (ASX: ARB). The 4x4 accessories company.

- Aussie Broadband (ASX: ABB). Provides low-cost NBN with good customer service.

In part two and part three I'm joined by Australian Ethical's Head of Australian Equities, Mike Murray, who walks us through the investing pillar of Australian Ethical and then offers us 3 ethical investment ideas from Australian Ethical's Australian Shares High Conviction ETF (CBOE: AEAE).

I hope you enjoy this conversation with Dr Stuart Palmer of Australian Ethical.

Resources:

• Full show notes
• Learn about the AE Australian Shares High Conviction ETF
• Ethical Charter - Australian Ethical
• Mike's LinkedIn
• Stuart's LinkedIn
• Owen's ethical investing course

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Date recorded: 8th of February 2022.

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