ESG and Ethical Investing
ESG investing at Morgans
We understand the importance of structuring your investment portfolio to not only
maximise your investment returns, but to ensure you are investing in a diversified pool of asset classes
across equities, fixed income, property and cash investments.
We also understand the increasing focus on ethical investing and Environmental, Social and Governance (ESG) impacts for investment portfolios.
Morgans Advisers can guide you to look
at your investment portfolio from an ethical perspective and evaluate how you can invest according to your
personal values across ESG issues.
Get started with ethical investing
Step 1: Ethical investing fact find
Our Advisers can help you to prepare an ethical investing fact
This document asks you for your views on ethical,
environmental and social themes that are important to you and
This helps us gain a greater understanding of your ethical
Step 2: Ethical investment – portfolio
With your ethical concerns and
values raised, we can assist with the following services:
- If new to investing, construct an investment portfolio that
aligns with your ethical views
- If you already have an investment portfolio, we can assist
with both positive and negative screening of your current
- We can screen your current investment portfolio to review
ESG risk ratings and companies that may be at higher risk
of ESG-related issues in the future.
Step 3: Providing you with ethical investment
options that are appropriate for your portfolio
Your adviser will discuss the different ethical investments that
may suit your specific needs and values. Options include:
- Ethical ETFs from experienced fund managers
- Ethical managed funds
- Green or impact bonds and funds
- Social infrastructure investing
- Companies focused on climate change or other ethical
Find out more
We have engaged Sustainalytics, an ESG provider to support you in aligning your investment portfolio with your ethical values and preferences.
Contact your Morgans Adviser to learn more about ethical investing, alternatively complete the form below and a local Morgans Adviser will be in touch.
We will direct your request to our nearest branch to get in touch.
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