How we evaluate products
Responsible Investment strategies, processes, practices and disclosures are assessed against the eight criteria for product certification in the Responsible Investment Standard and accompanying Guidance and Assessment Notes.
What this symbol means
General certification: This Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations, and that it adheres to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.
Sustainable Plus classification: This Symbol signifies that a product or service has been certified and classified to offer an investment style that takes into account environmental, social, governance or ethical considerations, with embedded, measurable and reported sustainability objectives aligned with portfolio holdings and stewardship practices, adhering to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.
<span class="text-size-xxsmall">The content on this webpage is provided by Responsible Investment Association Australasia Ltd (ACN 641 046 666, AFSL 554110). For more information refer to our Financial Services Guide. Certain content provided may constitute a summary or extract from the offer document of a financial product. Any general advice has been provided without reference to your investment objectives, financial situation or needs. If the advice relates to the acquisition of a particular financial product for which an offer document (such as a product disclosure document) is available, you should obtain the offer document relating to the particular financial product and consider it before making any decision whether to acquire the product. Past performance does not necessarily indicate a financial products’ future performance. To obtain information tailored to your situation, contact a financial adviser.</span>
Themes & Issues
Society
Green property
Included
Renewable energy and energy efficiency
Included
Sustainable transport
Included
Sustainable water
Included
Armaments
Fully avoided
Human rights abuses
Fully avoided
Fossil fuels
Mostly avoided
Gambling
Mostly avoided
Tobacco
Mostly avoided
Alcohol
Mostly avoided
Environment
Green property
Included
Renewable energy and energy efficiency
Included
Sustainable transport
Included
Sustainable water
Included
Armaments
Fully avoided
Human rights abuses
Fully avoided
Fossil fuels
Mostly avoided
Gambling
Mostly avoided
Tobacco
Mostly avoided
Alcohol
Mostly avoided
<span class="text-size-xxsmall">For RIAA’s definitions of the themes included and issues avoided, please view this guide. Product-specific exclusion criteria and practices may vary. You can find these by referring directly to the product provider.</span>
Overview
Description
• sustainable agriculture – supporting or providing components which aim to improve efficiency, address biodiversity loss, pollution, land disturbance, and water overuse
• other – seeking to deliver solutions to an environmentally sustainable economy including emerging technologies supporting a transitioning economy.
To qualify for inclusion in the GEO Option, the below asset classes must have:
1. Listed Equities: Portfolio to maintain a minimum 50% environmental weighted average revenue (EWAR), with each security to have a minimum 20% environmental revenue.
2. Infrastructure and private equity assets (which may include development assets): business activities which seek to address current and emerging environmental issues and opportunities.
The aim is for at least 50% of the Option to be aligned to the strategy..
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Themes & Issues
4
themes included
2
issues fully avoided
4
issues mostly avoided
0
issues partially avoided
Product Targets
Retail
Certified Since
2017
Last date certified
July 14, 2023
Primary RI Strategy
Positive Screening
Secondary RI Strategy
Negative Screening