#11 The Challenge of Investing with Kerry Series

#12 Ethical? Find out how an expert goes about untangling the data with Sabina Ahmed

In this episode, Sabina Ahmed, a senior investment analyst in equities at U Ethical, shares her diverse career journey and her passion for finance. She believes that we should be encouraging young girls to enter the world of finance. She talks about ethical investing and its differences from Islamic investing, as well as the screening process used to identify sustainable companies. We also delve into the importance of macroeconomic dynamics and diverse leadership teams and the need for work-life balance in pursuing financial independence. Resources mentioned in this episode... UEthical [https://www.uethical.com/] - Investing with Purpose Subscribe to VivaEthical’s monthly Insights here [https://www.vivafp.com.au/subscribe]

#11 The Challenge of Investing with Kerry Series

In this episode we talk to Kerry Series, founder and partner of NorthStar Impact, which is an Australian-based fund looking to invest for financial returns and also move capital to solve today’s social and environmental challenges. Kerry has been involved in the investment world since 1992, this episode delves into his investment journey and how he came to care so much about impact investing as a force for good. Resources mentioned in this episode... NorthStar Impact Funds [https://www.northstarimpact.com.au/] Impact Investment Summit - 30/31 March, 2023 [https://impactinvestmentsummit.com/] Subscribe to VivaEthical's monthly Insights here [https://www.vivafp.com.au/subscribe]

#10 Responsible Investing: helping decision-makers to do their bit with Désirée Lucchese

In this episode we chat to Désirée Lucchese, Head of Ethics and Impact at UEthical, about the challenge of the transition to responsible investments. At U Ethical, Désirée leads the evolution of the ethical investment framework and U Ethical's active stewardship with portfolio companies, in collaboration with U Ethical’s investment team, key stakeholders and industry peers. Resources mentioned in this episode... UEthical https://www.uethical.com/ [https://www.uethical.com/] Subscribe to VivaEthical’s monthly Insights here www.vivafp.com/subscribe [http://www.vivafp.com/subscribe]

#09 “I know about frankincense but franking credits?' with Jude M

In this special episode to coincide with Ethical Investment Week, we talk to a VivaEthical client Jude about what fires her up about ethical investing and how working with a financial adviser has assisted her money journey. Jude has been a geography teacher and artist, she retired from teaching a few years back. She is passionate about giving back to the community and helping people understand how they can contribute to better outcomes for the planet. Ethical Investment Week is in its 9th year in 2022 and is co-ordinated by the Ethical Adviser's Co-op, a group of leading financial experts and ethical advisers of which VivaEthical is a member. It's purpose is to give clients an opportunity to ensure their investments are best suited to their beliefs, attitudes and ethics by consulting with advisers who are specialists in this area. Resources for this episode... Ethical Investment Week https://www.ethicaladviserscoop.org/ethical-investment-week.html [https://www.ethicaladviserscoop.org/ethical-investment-week.html] Ethical Advisers’ Co-op www.ethicaladviserscoop.org [http://www.ethicaladviserscoop.org] Subscribe to VivaEthical’s monthly Insights here www.vivafp.com/subscribe [http://www.vivafp.com/subscribe]

#08 Different shades of Green is the New Black with Jeremy Dean

In this episode we chat to Jeremy Dean about how responsible and sustainable investing is now what people expect and how being "green" delivers on social and environmental outcomes, as well as financial returns. Jeremy Dean is the Head of Regnan and the Responsible Investment Distribution of Pendal Group. He has over 25 years of industry experience and currently works closely with the Investment boutiques across Pendal and Regnan to deliver client solutions that seek to meet both investment outcomes and sustainable goals. Resources… www.regnan.com [http://www.regnan.com] www.pendalgroup.com [http://www.pendalgroup.com] Subscribe to VivaEthical’s monthly Insights here www.vivafp.com/subscribe [http://www.vivafp.com/subscribe]