Major Reports

Major Reports

Ethical Partners TCFD

July 2, 2024

This report summarises the extensive climate related governance and risk analysis and management we undertake, as well as our strategy to address climate change in our EPORA Investment process, our engagements, shareholder voting and wider advocacy, and our EPCAP carbon monitoring and metrics, in line with our commitment to TCFD reporting.

Robyn Parkin
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Head of Sustainability
Major Reports

Ethical Partners is very pleased to share our new Credible Transition Plan Framework

March 12, 2024

Ethical Partners notes that whilst there has been a welcome increase in carbon emission reduction targets and commitments across the ASX over the past few years, there is wide variation in the detail included in these plans, as well as the credibility of the transition planning by ASX listed companies. In fact, in our own internal and detailed assessments of the credibility of ASX listed companies’ transition plans through Ethical Partners proprietary in-house ESG analysis and investment process, not one company assessed met all key elements of what Ethical Partners deems credible for a transition plan.

Robyn Parkin
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Head of Sustainability
Major Reports

Ethical Partners is extremely proud to announce the formal endorsement of our inaugural Reflect Reconciliation Action Plan.

March 12, 2024

This RAP formally recognises our recognition of Aboriginal and Torres Strait Islander peoples as the Traditional Owners and Custodians of this land. At Ethical Partners, we firmly believe that as the first stewards of Australia, Aboriginal and Torres Strait Islander peoples and cultures should hold a special and celebrated place in the institutions and fabric of modern Australian society. We furthermore firmly believe that there is an urgent need for substantive social, political and structural reform, led by First Nations voices and wisdom, and consistent with the principles of the UN Declaration on the Rights of Indigenous Peoples and the Uluru Statement from the Heart.

Robyn Parkin
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Head of Sustainability
Major Reports

United Nations Environment Finance Initiative profile on Ethical Partners

September 15, 2023

The United Nations environment finance initiative produced a 2023 case study on Ethical Partners. They profiled only five global managers - Cathay Life Insurance Co., Ltd., Ethical Partners Funds Management, Legal & General Investment Management (LGIM), SuMi TRUST AM, and SURA Investments. They congratulated Ethical Partners on our continued leadership in climate-oriented initiatives.

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Major Reports

Lonsec Recommended Rating

May 3, 2023

Lonsec Research has conducted a very thorough out of cycle review of the Ethical Partners Australian Share Fund (EPASF) resulting in a "Recommended" rating.

Matt Nacard
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Chief Executive Officer / Analyst
Major Reports

2023 Engagement and Stewardship Report

April 13, 2023

We are proud to share this detailed report on our Engagement, Voting and Advocacy activities over the past 18 months, including our 444 company engagements with over 165 different companies on numerous areas of ESG risk, opportunity and impact.

Robyn Parkin
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Head of Sustainability
Major Reports

Mental Health and wellbeing in the workplace

March 14, 2023

Ethical Partners believes that the companies in which we invest have a fundamental responsibility to support the health of their employees, their customers and the communities in which they operate. This report, authored by batyr, looks in depth at the issue of mental health and wellbeing in the workplace and includes a best practice framework for companies.

Robyn Parkin
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Head of Sustainability
Major Reports

2021-2022 Modern Slavery Statement

January 13, 2023

Ethical Partners Funds Management is very pleased to share our recently released FY 2021-2022 Voluntary Modern Slavery Statement.

Robyn Parkin
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Head of Sustainability
Major Reports

Ethical Partners TCFD

December 21, 2022

Ethical Partners firmly believes that climate change represents one of the most serious challenges for the world today, in terms of economic, political and human impacts.

Robyn Parkin
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Head of Sustainability
Major Reports

Integrating Child Rights across the ASX: Part A

September 12, 2022

A new report released today shows there is an overwhelming lack of attention being given by Australian companies on the impacts their business has on children, with less than 1% having a specific commitment to respecting children’s rights further than just child labour.

Robyn Parkin
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Head of Sustainability
Major Reports

Integrating Child Rights across the ASX: Part B

September 11, 2022

Part B of the Report offers guidance for companies in ten steps on how they can better protect and respect children’s rights throughout their own operations. These areas include guidance on: governance and commitment, managing impacts on children’s rights, and reporting and disclosure.

Robyn Parkin
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Head of Sustainability
Major Reports

Feb 2022 Reporting Season Wrap

March 22, 2022

Our internal Sustainability Team has analysed the recent reporting season, producing this market leading report.

Robyn Parkin
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Head of Sustainability
Major Reports

2020-2021 Modern Slavery Report

January 31, 2022

We believe that if investors are demanding transparency, accountability, disclosure and attention to Modern Slavery within their operations, that we as investors must also be transparent and accountable as to how we address modern slavery ourselves.

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Major Reports

2021 Engagement and Stewardship Report

November 23, 2021

We have published the 2021 Ethical Partners Engagement, Stewardship and SDG Impact Report which details Ethical Partners' 317 direct ESG engagements with 100 companies over the period July 2020-September 2021.

Robyn Parkin
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Head of Sustainability
Major Reports

ESG Reporting Season Wrap: Market focus increases significantly

September 13, 2021

This reporting season it was very clear to see the acceleration of ESG issues across the entire ASX. Far from being the domain of the investor meeting with the sustainability team, or the once-a-year Sustainability Report, ESG is now front and centre of more than half of all ASX Reporting Season presentations and earnings calls.

Robyn Parkin
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Head of Sustainability
Major Reports

2021 Ethical Standards Report

July 28, 2021

The 2021 Ethical Standards Report is drawn from the results of our EPORA process. It provides an important snapshot of the state of ESG reporting and practice across the ASX.

Robyn Parkin
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Head of Sustainability
Major Reports

Ethical Partners Modern Slavery Report

March 31, 2021

The Australian Modern Slavery Act 2018 requires certain entities based, or operating in Australia, to report annually on the risks of Modern Slavery in their operations and supply chains, and actions to address those risks. Other entities, based or operating in Australia may report voluntarily. Whilst Ethical Partners does not meet the threshold for mandatory reporting, we have chosen to report voluntarily, as we believe that investors, asset managers and the financial sector have a crucial role to play in addressing Modern Slavery.

Robyn Parkin
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Head of Sustainability
Major Reports

Leaders or Laggards? Tax and revenue transparency of ASX listed mining, gas and oil companies

July 27, 2020

COVID-19 demonstrates the importance of well-funded health care, social protection systems and the value of transparency in data and decision-making. Now more than ever, governments need revenues from taxation to fund essential public services for their citizens. Tax avoidance, offshore secrecy, and tax breaks to attract investment all divert potential revenues. The OECD has identified the extractive industries as the world’s most corrupt economic sector. The starting point for tackling corruption, poor governance and tax non-compliance in the extractives sector is transparency. Click through to full report.

Robyn Parkin
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Head of Sustainability
Major Reports

2019 Ethical Standards Report

August 6, 2019

The team at Ethical Partners has produced a major report to discuss overall Australian company ethical standards and reporting. The 26 page report gives good insight into company standards – particularly in the less researched small and mid-cap space. Our team has applied our investment process across more than 200 companies, which has involved assessing almost 3,000 individual data points and undertaking over 350 company meetings in the past year.

Robyn Parkin
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Head of Sustainability

Ethical Partners Management Services ACN 623 503 720 as Corporate Authorised Representative of Ethical Partners Funds Management Pty Ltd ACN 623 475 454; AFSL 504749

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We acknowledge the Gadigal people of the Eora Nation who are the Traditional Custodians of the land and waterways on which we work. We pay our deep respects to Elders past and present.