Responsible Investment Academy
Responsible Investing - A Specialist Course for Financial Advisers
Responsible Investment Annual Benchmark Report
Policy and Legislative Achievements
RESPONSIBLE INVESTMENT ACADEMY
The RI Academy was established in 2009 following a significant grant from the Australian Federal Government. The RI Academy is the world’s first structured learning pathway for financial services, corporate and other professionals needing to understand how environmental, social and governance (ESG) issues are impacting investment decision making, company and shareholder value and ongoing access to investment and capital markets.
The RI Academy targets key players in the financial services industry, (operating in both wholesale and retail markets) and is focussed on mainstreaming RI across global markets we are taking RI from the few to the many”.
Learn how to enrol via the RI Academy website. RIAA members benefit from a 30% discount on all course offerings.
Take a look at our musical e-brochure to find out more about the Academy. For further information on course offerings please contact enquiries@riacademy.org.
RIAA CERTIFICATION PROGRAM
In September 2005 RIAA launched the world’s first responsible investment industry certification program designed to assist investors to locate the products and services which best suit their financial needs and values.
The Certification Symbol is best described as a navigational tool which promotes informed choice and provides standardised information to allow consumers to compare and contrast the many responsible investment products and services now available in Australia and New Zealand.
Find out more about the Certification program and locate certified products and services.
RESPONSIBLE INVESTING – A SPECIALIST COURSE FOR FINANCIAL ADVISERS
In September 2009, RIAA launched Version 3.0 of its acclaimed online course for financial advisers and in 2008 the training was awarded the prestigious LearnX prize for sustainability education. This engaging, interactive, three hour course gives advisers the knowledge and the skills required to provide professional and comprehensive advice on responsible investing.
Click here to view details on the course or contact us at info@responsibleinvestment.org.
RESPONSIBLE INVESTMENT BENCHMARK REPORT
Each year since 2002 RIAA has commissioned research into the size and growth of responsible investment in Australia and New Zealand. The objective of this research is to gather data on the various forms of responsible investment and to present analysis of growth in the sector in comparison with the total investment market.
RIAA’s Responsible Investment Benchmarking Report is the only report of its kind in Australasia and is quoted extensively in the media and in industry papers around the world. Read the latest Responsible Investment Benchmark Report.
POLICY AND LEGISLATIVE ACHIEVEMENTS
FSRA SRI Disclosure Bill: In 2002 and 2003 the EIA played a key role in the development and passing of the FSRA SRI Disclosure Bill, the ASIC SRI Disclosure Guidelines and the ASIC Best Practice Recommendation on SRI for Financial Advisers.
EIA win on Consumer Advisory Warning: Under new federal regulations, the following sentence was to be included from 1 July 2005 in the consumer advisory warnings (CAW) for superannuation PDSs and one year later in managed investment products. You should consider whether investment features such as superior investment performance, provision of better member services, or ethical and social considerations justify higher fees and costs.
Concerned by the strong inference that ethical and social considerations were linked with higher fees and costs, the EIA quickly took action to lobby Treasury. The submission presented two alternatives to this sentence, one being the removal of the phrase social and ethical considerations all together. On the 16 March 2005, the Treasury announced the final regulations and the EIA are delighted to advise that at acceptable alternative had been reached. For full details, please refer to the CAW win.
