4.50
-1.32%
Close of 9 Nov 2026, in AUD
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About Australian Ethical Investment
Its shares trade on ASX under the ticker AEF.AX. It has been listed since 17 December 2002. In the fiscal year to 30 June 2026, it reported revenue before interest expense of A$129.5m and net income of A$25.8m. At that date it held total assets of A$79.8m and shareholders' equity of A$50.6m.
Australian Ethical Investment Ltd. engages in the provision of investment management services. The company is headquartered in Sydney, New South Wales. The company went IPO on 2002-12-17. The firm also acts as the Trustee of the Australian Ethical Retail Superannuation Fund. The company operates through fund management segment. The firm's products include Super, Managed Funds and Pensions. The firm invests in clean energy solutions, such as solar and wind; energy efficiency, such as light emitting diode (LED) lighting, motors and smart energy management technologies; Other products and activities, such as recycling, insulation and battery storage; healthcare; medical research; communication; education; information technology; Responsible Banking; Aged Care, and sustainable products. Its managed fund is a managed investment portfolio and can include investments in shares, property and fixed interest. Its subsidiaries are Australian Ethical Superannuation Pty Limited and Australian Ethical Investment Limited Employee Share Plan Trust.
Figures and description from our data supplier, not checked against the company's own report.
Company facts
- Sector
- Financials
- Industry
- Capital Markets
- Listed since
- 17 Dec 2002
- Employees
- 40
- Website
- australianethical.com.au ↗
Leadership
Pay as last reported
- Mr. Stephen GibbsNon-Executive Independent Chairman of the Board, since 2012A$225,175
- Mr. John McmurdoChief Executive Officer, Managing Director, Director, since 2020A$1.2m
- Mr. Mark SimonsChief Financial OfficerA$631,336
- Mr. Ludovic TheauChief Investment OfficerA$512,339
- Ms. Karen HughesChief Risk Officer, Company SecretaryA$431,519
- Mr. Richard BrandweinerExecutive Director, since 2024
- Ms. Marion EnanderChief Strategy & Innovation OfficerA$543,525
- Ms. Maria LoyezChief Customer OfficerA$556,609
- Mr. Ross PiperChief Executive SuperannuationA$527,076
- Ms. Mara BunNon-Executive Independent DirectorA$166,200
- Ms. Katherine GreenhillNon-Executive Independent DirectorA$181,512
- Ms. Sandra McCullaghNon-Executive Independent DirectorA$113,927
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 86
- Environment
- 99
- Social
- 86
- Governance
- 72
- Women in the workforce
- 50%
- Carbon reduction policy
- Yes
- Human rights policy
- Yes
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Ethical investment focus: Australian Ethical Investment Ltd has established a strong reputation as a leading ethical investment company in Australia. Their commitment to investing in companies that have a positive impact on society and the environment provides them with a unique selling point.
- Strong brand recognition: The company has built a strong brand image and is well known among socially conscious investors. This brand recognition gives them a competitive advantage in attracting clients who align with their values.
- Experienced management team: Australian Ethical Investment Ltd boasts a team of experienced and knowledgeable professionals who have extensive expertise in the field of ethical investment. This enables them to make informed decisions and effectively manage investment portfolios.
Weaknesses
- Limited investment options: Australian Ethical Investment Ltd focuses solely on ethical investments, which may limit the variety of investment options available to their clients. This could potentially hinder growth and diversification opportunities.
- Dependence on market trends: Like any investment firm, Australian Ethical Investment Ltd is susceptible to market fluctuations and economic downturns. Their performance may be affected if there is a decline in the overall market or if ethical investing becomes less popular.
- Relatively small market share: Despite their strong brand recognition, Australian Ethical Investment Ltd has a relatively small market share compared to larger and more established investment firms. This can make it challenging to compete with industry giants and attract a significant client base.
Opportunities
- Growing demand for ethical investments: As social and environmental issues gain more attention, there is a growing demand for ethical investments. Australian Ethical Investment Ltd can capitalize on this trend by expanding their offerings and attracting new clients who prioritize responsible investing.
- Emerging technology and innovation: The advancement of technology and innovation presents opportunities for Australian Ethical Investment Ltd to develop new investment strategies and enhance their service offerings. They can leverage these advancements to gain a competitive advantage in the market.
Threats
- Intense competition: The ethical investment sector is becoming increasingly saturated, with numerous competitors entering the market. This heightened competition poses a potential threat to Australian Ethical Investment Ltd's market share and profitability.
- Regulatory changes: Changes in government regulations and policies related to investments and ethical practices can impact the operations of Australian Ethical Investment Ltd. Adapting to new regulatory requirements may require additional resources and could affect their profitability.
- Economic downturns: Economic recessions or financial crises can significantly impact the investment industry as a whole, including Australian Ethical Investment Ltd. These downturns can lead to decreased investor confidence, lower returns, and potential client withdrawals.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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