Our Investment, Sustainability and Distribution teams

Ethical Partners Funds Management is an investment manager owned by its employees. We employ people who share our love of investing, and who are honest, curious and dedicated.

We believe these characteristics will benefit our clients in the long term. We have a flat management structure so distractions are at a minimum and we share common goals and most importantly common values.

Among our commitments to clients are that we will stay true to our value investing principles and process. We will treat your funds and members’ funds with the respect they deserve as long-term savings and never forget the privilege it is to be the custodian of those funds for as long as you are a client.

Matt Nacard

Chief Executive Officer / Analyst

Nathan Parkin

Investment Director

Andrew Wilson

Portfolio Manager

Kapil Gahir

Analyst

Sam Cox

Analyst

Robyn Parkin

Head of Sustainability

Mayleah House

Head of Stewardship

Jacob Tran

Senior Portfolio Analyst

Our Consultants

Racquel Joyner

Compliance Consultant

Our Partners

We have developed informal relationships with a number of Non-Government Organisations (NGOs) for input around ethical issues, company practices and advocacy. Our own research is augmented through this panel of research specialists and our relationships centre around a shared vision for changing corporate behaviour where appropriate and encouraging improved practices around human rights and the environment amongst other issues. We believe that through developing and supporting a network of passionate NGOs we can achieve more effective outcomes in these areas as well as promote a strong culture of accountability and purpose within our own organisation.

We maintain an open and ongoing dialogue with our panel with the intention of mutual support, and more specifically in areas such as sharing of information about company practices, corporate access, further development and refining of our ethical investment screens and a strong shared purpose in advocacy in areas of concern.

Fund Administrator and custodian

The Responsible Entity has appointed Apex Fund Services as the fund administrator and custodian. Apex services many domestic and international fund managers and has in excess A$960bn of funds under administration.

Fund Auditor

Grant Thornton is a global assurance, audit, accounting, tax and advisory firm. It has over 1,200 people working in offices throughout Australia and its auditing division audits several fund managers in Australia. Grant Thornton is involved in the responsible/ethical investment space through the audit of the Responsible Investment Association of Australasia (RIAA) and it also performs product accreditation verification for RIAA’s Responsible Investment Certification Program.

Market access and portfolio management

The Investment Manager uses IRESS (ASX:IRE) for its live pricing information, some of its market data requirements and its portfolio management system.

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Branding and Design

Our branding and design consultant is Karen Van Esveld who has a Bachelor of Design from the University of Newcastle. She has worked at several multinational branding and design agencies in Australia and Hong Kong. Karen recently travelled to Cambodia and contributed to the funding of a new school in the village of Tatrai. Karen will have ongoing involvement in the Ethical Partners Tatrai Foundation. In consultation with Karen, this website was designed by David Nolan Design.

Our Team
Our Partners

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

The information on this website is intended for wholesale and sophisticated investors

Level 6, Johnsons Building,
36 Grosvenor Street
SYDNEY  NSW  2000

Telephone: 02 8999 1228
Email:
investors@ethicalpartners.com.au
www.ethicalpartners.com.au
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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.