Benefits of Betashares Ethical Managed Accounts
Ethical investing leadership
Betashares is firmly established as a trusted leader in ethical investing. Our market-leading range of ethical and responsible ETFs now has more than $4 billion in FUM.
Stringent screening criteria
The underlying ETFs and shares held in the Betashares Ethical Managed Accounts meet some of the most stringent screening criteria in the market. Our screening methodology is transparent, enabling your clients to see which companies have been excluded from, or included in, the underlying portfolios, and why.
Direct Australian equities
The Australian equities component of the Betashares Ethical Managed Accounts comprises a direct holding of ASX-listed securities, meaning your clients are beneficial owners of the ethically-screened Australian equities.
Detailed reporting
Our comprehensive stewardship reporting includes details of our proxy voting and the engagement we undertake with companies in the underlying ETFs of our Ethical Managed Accounts. Our stewardship activities reflect our commitment to making a positive impact and influencing change at a corporate level.
RIAA certified
Betashares is a proud member of the Responsible Investment Association Australasia (RIAA) and our suite of Ethical Managed Accounts has been certified by RIAA. 1
Risk profiles
Betashares’ Ethical Managed Accounts seek to provide attractive risk-adjusted returns over the suggested time frames of the three target risk profiles, as well as a portfolio of directly held ethical Australian stocks.
Platform availability
