Our Future First Portfolios
We are proud to offer Coastline Advice clients the option to invest in our responsible investment portfolios under the “Our Future First” range, incorporating ethical, socially responsible, and sustainable investment overlays. Meaning you can have peace of mind that your money is invested in a way that is good for the planet and our community.
This portfolio was developed in collaboration with investment specialists, InvestSense, and in partnership with North, Netwealth and BT Panorama.
A more socially responsible option
The Our Future First portfolio has a responsible investment (which can include environmental, social, governance or labour standards) overlay for selecting underlying funds and securities when constructing the portfolio. It aims to positively influence our planet, your future and our future.
Coastline Advice designed this portfolio for clients seeking a more socially responsible option to their investments, which in turn benefits our future and the planet.
The direct Australian equity component of the Our Future First Portfolios aims to screen out those stocks with negative ethical factors. Specifically, the direct Australian equity component aims to avoid those industries outline below:
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✗ Fossil Fuels ✗ Uranium ✗ Defence Industries ✗ Alcohol/ Tobacco ✗ Gambling ✗ Extractive Industries |
✓ Ethical ✓ Sustainability ✓ Impact |
More Information
Call 5264 7700 to speak to an adviser about Our Future First.
Click to see the Coastline Advice Managed Portfolios product disclosure statement for MyNorth, BT, or Netwealth.
Responsible, Ethical Investment Selection
This is an illustration only and subject to change.
How the model portfolios are invested
Forward-looking
We strive to understand how the future might be different from the past. We take a forward-looking view of expected returns and provide investors with an understanding of expected outcomes and inherent risks in financial markets.
Valuation driven
We use a valuation-based investment approach, which aims to determine which assets are cheaper relative to each other, and therefore how much investors are likely to benefit from owning them. This ensures investors are sufficiently rewarded for the risks they are undertaking.
Transparent
We use a sophisticated approach to
investing. However, we aim to be open and transparent in all of our decisions. Through your online login, you can see what’s in
your portfolio and can explore the inner workings of your portfolio in real time.
Frequently asked questions
What is Responsible investing
Responsible investing refers to an investment approach that considers environmental, social, and governance (ESG) factors, in addition to financial performance, in the decision-making process. This approach aims to generate long-term, sustainable returns by integrating ESG criteria into investment analysis and portfolio construction.
Responsible investing encompasses various strategies such as ethical investing, sustainable investing, impact investing, and corporate engagement. It seeks to align investments with values and contribute positively to society and the environment, while also managing risk and achieving financial goals.
What are the main criteria used to evaluate companies for ethical investments?
In Australia, companies are evaluated for ethical investments based on environmental, social, and governance (ESG) factors. This includes assessing their environmental impact, such as carbon footprint and sustainability practices, as well as their social practices like labour rights, community relations, and diversity.
Governance factors are also considered, such as board structure, transparency, and ethical business practices. Ethical investing often involves exclusionary screening to avoid industries like tobacco and weapons, while positive screening looks for companies making positive impacts in renewable energy and social development sectors.
What industries do ethical investing exclude?
Ethical investing in Australia typically excludes industries such as tobacco, alcohol, gambling, weapons, and fossil fuels due to their perceived negative impact on society and the environment.
These exclusions align with the principles of responsible investing, which seeks to support companies that demonstrate strong environmental, social, and governance (ESG) practices while avoiding those engaged in controversial activities or with poor sustainability records. Investors in ethical funds or portfolios aim to align their investments with their values by supporting industries and companies that contribute positively to sustainable development and societal well-being.
Which industries and sectors do responsible investors typically focus on in Australia?
Responsible investing in Australia typically focuses on industries and companies that demonstrate strong environmental, social, and governance (ESG) practices. This includes investments in sectors such as renewable energy, clean technology, sustainable agriculture, water and waste management, healthcare and biotechnology, education and training, and social impact initiatives.
These investments aim to support companies that prioritise sustainable business practices, resource efficiency, innovation, and positive social impacts. Responsible investors seek to align their financial goals with their values by selecting investments that contribute to a more sustainable and ethical future.