Australian Ethical Investment specializes in ethical and sustainable investing, managing over $14 billion for more than 134,000 customers. The company is a leader in the ethical investment space, offering a range of managed funds and superannuation products that align with its ethical charter.
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Industry & Focus
Ethical Investing
Sustainable Finance
B Corporation
Australian Stock Exchange
Financial Services
Company Overview
AI-generated company summary
Australian Ethical Investment specializes in ethical and sustainable investing, managing over $14 billion for more than 134,000 customers. The company is a leader in the ethical investment space, offering a range of managed funds and superannuation products that align with its ethical charter.
Company History
Founded in 1986, Australian Ethical Investment has been a pioneer in ethical investing in Australia. In 2014, it became the first listed company in Australia to achieve Certified B Corporation status. Over the years, the company has grown significantly, managing billions in assets and maintaining a strong commitment to ethical and sustainable practices.
Competitive Advantages
Australian Ethical Investment's competitive advantages include its strong ethical charter, which guides all investment decisions, and its status as a Certified B Corporation, which underscores its commitment to high social and environmental standards. Additionally, the company's long-standing reputation and significant asset base provide a solid foundation for continued growth.
In 2025, Australian Ethical Investment released its annual report highlighting advocacy initiatives, climate actions, and cultural highlights. The company also achieved a high B Corp recertification score, reinforcing its leadership in ethical investing.
Key People
Leadership team at Australian Ethical Investment
JM
John McMurdo
Chief Executive Officer
John McMurdo serves as the Chief Executive Officer and Managing Director, leading the company with a focus on ethical investment strategies.
MS
Mark Simons
Chief Financial Officer
Mark Simons is the Chief Financial Officer, overseeing the financial operations and strategic financial planning of the company.
Financial Reports
20 reports available
AEF 2025 Annual Report
Annual ReportOct 10, 2025via asx_announcements
AEF Appendix 4E and FY25 Full Year Report and Accounts
Annual ResultsAug 28, 2025via asx_announcements
AEF Appendix 4D Half Year Report and Accounts H1 FY2025
Half Year ResultsFeb 27, 2025via asx_announcements
AEF Half Year Financial Results to 31 December 2024
Half Year ResultsFeb 27, 2025via asx_announcements
AEF 2024 Annual Report
Annual ReportOct 11, 2024via asx_announcements
AEF Appendix 4E Correction to Dividend Payment Date
Annual ResultsAug 29, 2024via asx_announcements
AEF Announcement FY24 Full Year Results
Full Year ResultsAug 29, 2024via asx_announcements
AEF Appendix 4E and FY24 Full Year Report and Accounts
Annual ResultsAug 29, 2024via asx_announcements
AEF Appendix 4D Half Year Report and Accounts H1 FY2024
Half Year ResultsFeb 23, 2024via asx_announcements
AEF Half Year Financial Results to 31 December 2023
Half Year ResultsFeb 23, 2024via asx_announcements