Posts about ethical

Quick disclaimer. I run ethical funds. We let clients add or subtract ethical (and investment) themes from all our portfolios. But I've never been a fan of the industry. Seven years ago, in a post titled Ethical Snake Oil, I argued that the booming industry of ESG (Environmental, Social, and ...

Earlier this year, we were proud to be recognised at the WeMoney Superannuation Awards 2025, winning Best for Portfolio Customisation. That recognition meant a lot to us — because it's proof that treating every member like an individual investor truly matters.

When it comes to ethical investing, what we say we believe and where we actually put our money aren’t always aligned. The latest investor data and survey results from Nucleus Wealth highlight a fascinating tension that we have termed: ideals versus action.

This is the remastered version of our podcast. Our episodes will continue to be recorded live, but we are committed to delivering high-quality audio that is optimized for your enjoyment. By optimizing the audio, removing any technical glitches, and refining the content, we provide a polished ...

ESG investing is a complicated area with many ethical dilemmas and moral decisions to be made.

In this investment webinar, Nucleus Wealth Chief Investment Officer, Damien Klassen and Senior Financial Adviser, Samuel Kerr discussed the many grey areas of ethical investing and how you can do it on your terms. Agenda: Defining Ethics, ASIC Crackdown Effect on portfolio performance What are the ...

Recently described by CNBC as “the hot new investing strategy”, Vanguard, Blackrock and Morgan Stanley have all recently acquired direct indexing companies to bolster their investment offerings to clients. Nucleus Wealth is proud to announce directindexing.com.au - Australia’s first direct indexing ...

The western world has not engaged in war with Russia in a traditional sense yet, but it is waging financial war through economic sanctions and the divestment of Russian securities. Nucleus Wealth wants to reassure you that we do not hold any Russian investments across any of our portfolios. It is ...

In today's investment webinar, Nucleus Wealth's Head of Investments Damien Klassen and Senior Financial Advisor Sam Kerr cover the different ways you can invest ethically, how ethical investing really works, why you might consider it, and the investment impacts of the decision On the agenda: ...

Did you know that Baby Boomers are far more likely to excluded vices from their investments than Millennials? Or that both generations are equally likely to exclude War and Climate Change contributors?

Many of you will have seen Trump's announcement essentially trying to prevent pension funds from considering ethical issues for investing. To quote The Australian:

In today's webinar, hear from Nucleus Wealth’s Head of Investment Damien Klassen, Head of Operations Tim Fuller, and renowned ethicist Peter Singer as they cover "Effective Ethical Investment" Topics include ethics in the Australian financial services industry, the 3 types of ethical investing and ...

Ethical investment inflows have doubled in 2019. But, the Wall Street Journal highlights a problem near to my heart: ethical investing is not the same to everyone.

This week's LIVE webinar (12:30pm AEST, Thursday 4th July) - we explain all things ethical investment. Defining ethics in investment What does investing ethically mean to a portfolio’s performance? What are the options? What are the pitfalls? How we help investors invest according to their ethics, ...

From SuperRatings last week Lonsec has sustainable (AKA ethical or ESG) super funds charging high fees and underperforming: