Ethical Managed Accounts
Ethical managed account solutions designed for investors seeking to align their investments with their values.
Key features
The underlying ETFs and shares in each portfolio undergo some of the most stringent screening in the market, with a transparent process showing which companies are included or excluded, and why.
Betashares is a proud member of the Responsible Investment Association Australasia (RIAA) and our suite of Ethical Managed Accounts has been certified by RIAA*.
Includes proxy voting and the engagement we undertake with the companies in the underlying ETFs of our Ethical Managed Accounts – reflecting our commitment to positive corporate impact and change.
Available risk profiles
Sustainability Leaders
Sustainability Leaders
Platform availability
Product information and reporting
High quality reporting and client education materials, to keep you and your clients informed.
ESG content
A branch of Trellia Wealth Partners
Founded by Betashares, and InvestSense, Trellia Wealth Partners is a true partner in both portfolio management and practice growth, built to support the full spectrum of needs of the modern advice practice. The Betashares Managed Accounts are the indexed-based investment solutions within the Trellia Wealth Partners offering.
Footnote:
*The Betashares Ethical Model Portfolios have been certified by the Responsible Investment Association Australasia according to the strict operational and disclosure practices required under the Responsible Investment Certification Program. See www.responsiblereturns.com.au for details. The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. Certifications are current for 24 months and subject to change at any time.