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Morphic Asset Management

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Certified

Morphic is a Sydney-based investment manager that has a strong record for delivering high risk-adjusted returns from investing in global equities in a way that doesn’t harm the environment, society or people. Morphic was founded by Jack Lowenstein and Chad Slater in 2012 after working together for many years at Hunter Hall, a pioneer in ethical investing, where they established an excellent track record. The founding principle was simple: there was a better way to invest. Morphic excludes investments that involve: Armaments tobacco, alcohol, gambling intensive farming and aquaculture extraction of oil and gas coal and uranium mining rainforest and old-growth logging As investors in the Funds, the team aims to deliver global equity market performance during good times and, through the use of hedging, endeavours to protect a degree of capital when things get tough, in a responsible way. Morphic is a signatory of the Principles for Responsible Investment (PRI). Both Morphic’s unit trust, the Morphic Global Opportunities Fund and its ASX-listed investment company, the Morphic Ethical Equities Fund (ASX: MEC), are certified by the Responsible Investment Association of Australasia (RIAA) as ethical investments available to investors. Morphic is also a signatory of Climate Action 100+, a five-year initiative led by investors to engage with the world’s largest corporate greenhouse gas emitters to improve governance on climate change, curb emissions and strengthen climate-related financial disclosures.

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Organisation

Company number

  • 155937901

Services offered

Certified products

  • Morphic Ethical Equities Fund

Approved products

Why choose a RIAA financial adviser?

RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.

By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.