Industry Moves Spotlight: Ethos Managed Portfolios

16 February 2021 Read time: < 1 min

With the recent launch of Ethos Managed Portfolios, Penny Pryor from Industry Moves sat down with our founder and CEO, Paul Kearney, to chat about responsible investment and delve into the features of the new Ethos suite.

“The portfolios are the result of an extensive research and consultative process and are an expression of the firm’s long-held belief that good investment is responsible investment,” writes Pryor.

She goes on to reflect on the the five managed investment options, across the range of risk preferences – from defensive to high growth. The full case study covers topics including Kearney Group’s attraction of sustainable managed portfolios, our fund manager selection process, current client demand and our pricing model.

Pryor also dug into the Group’s assertion that considering environment, social and governance (or ‘ESG’) factors as part of the investment process is a financial adviser’s moral obligation to their clients.

“There is a school of thought and perhaps maybe even the way advisers have been trained is to get the best return for clients as possible,” says Paul.

“But that relies on a very narrow definition of wealth and a very narrow definition of what is best for the community. Clearly one of the ways we can have impact …is trying to understand what’s going to happen as a result of the decisions being made.”

You can learn more about Ethos and access the most current results and portfolio reports here.

Or click here to read the full article in Industry Moves.


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