Get Ethical with Elizabeth Hatton: Recent Episodes
Elizabeth Hatton
In Get Ethical, we will help you to sort out what ethical means for you and prioritise what's important, by explaining how an ethical investing framework can guide your financial decisions. Brought to you by Viva Financial Planning.
Investing has become a crucial aspect of modern-day finance, and ethical investing has emerged as a popular trend among investors who aim to make a positive impact on society.
In this episode, Sabina Ahmed, a senior investment analyst in equities at U Ethical, shares her diverse career journey and her passion for finance. She believes that we should give importance to encouraging young girls to enter the world of finance and promoting investments that align with our values. She talks about ethical investing and its differences from Islamic investing, as well as the screening process used to identify sustainable companies and the importance of macroeconomic dynamics and diverse leadership teams. We also delve into the challenges of understanding different data definitions and the need for work-life balance in pursuing financial independence.
Sabina Ahmed’s insights on sustainable investing and her career journey are inspiring and informative. Learn more about it now!
Episode Highlights:
- Sabina Ahmed's diverse career journey in finance
- The influence of Sabina's grandfather on her passion for finance
- Encouraging young girls to enter the world of finance
- The differences between Islamic and ethical investing
- The screening process used to identify sustainable companies for ethical investing
- Fundamental analysis in investment decision-making
- Understanding macroeconomic dynamics and engaging with company management
- The benefits of diverse leadership teams in companies
- Making investment decision-making more systematic and easier through frameworks and data analytic metrics
- The challenges of understanding different data definitions and having confidence in reporting processes
- The importance of work-life balance in pursuing financial independence
About Our Guest
Sabina’s experience in research and investment management spans over ten years. Before joining U Ethical, she worked as a Business Analyst at ANZ. Prior to that, she was a Portfolio Manager at Alfalah GHP Investments, one of the largest asset managers and advisors in Pakistan. As a Senior Equities Analyst, Sabina is responsible for the formulation of research strategies, and quantitative and qualitative databases, and models for our Australian and international portfolios.
Collect with Sabina
- Website | www.uethical.com
- LinkedIn | Sabina Ahmed
Get In Touch With Us
- Elizabeth Hatton LinkedIn | www.linkedin.com/in/elizabethhatton
- Viva Ethical Financial Advice Facebook | www.facebook.com/vivafp
- Viva Ethical Financial Advice Instagram | @vivafp
- YouTube | VivaEthical Financial Advice
Welcome to Get Ethical podcast!
In Get Ethical, we will help you to sort out what ethical means for you and prioritize what's important, by explaining how an ethical investing framework can guide your financial decisions.
Brought to you by Viva Ethical Financial Advice
In this episode we talk to Kerry Series, founder partner of NorthStar Impact, which is an Australian based fund looking to invest for financial returns and also move capital to solve today’s social and environmental challenges.
In this episode we chat to Desiree Lucchese, Head of Ethics and Impact at UEthical, about the challenge of the transition to responsible investments. At U Ethical, Désirée leads the evolution of the ethical investment framework and U Ethical's active stewardship with portfolio companies, in collaboration with U Ethical’s investment team, key stakeholders and industry peers. Resources mentioned in this episode... UEthical https://www.uethical.com/ Subscribe to VivaEthical’s monthly Insights here www.vivafp.com/subscribe
In this special episode to coincide with Ethical Investment Week, we talk to a VivaEthical client Jude about what fires her up about ethical investing and how working with a financial adviser has assisted her money journey.
Jude has been a geography teacher and artist, she retired from teaching a few years back. She is passionate about giving back to the community and helping people understand how they can contribute to better outcomes for the planet.
Ethical Investment Week is in its 9th year in 2022 and is co-ordinated by the Ethical Adviser's Co-op, a group of leading financial experts and ethical advisers of which VivaEthical is a member.
It's purpose is to give clients an opportunity to ensure their investments are best suited to their beliefs, attitudes and ethics by consulting with advisers who are specialists in this area.
Resources for this episode...
Ethical Investment Week
https://www.ethicaladviserscoop.org/ethical-investment-week.html
Ethical Advisers’ Co-op
www.ethicaladviserscoop.org
Subscribe to VivaEthical’s monthly Insights here
www.vivafp.com/subscribe
In this episode we chat to Jeremy Dean about how responsible and sustainable investing is now what people expect and how being "green" delivers on social and environmental outcomes, as well as financial returns.
Jeremy Dean is the Head of Regnan and the Responsible Investment Distribution of Pendal Group. He has over 25 years of industry experience and currently works closely with the Investment boutiques across Pendal and Regnan to deliver client solutions that seek to meet both investment outcomes and sustainable goals.
Resources…
www.regnan.com
www.pendalgroup.com
Subscribe to VivaEthical’s monthly Insights here
www.vivafp.com/subscribe
In this episode we talk to Blair Modica about navigating the financial world and getting your financial literacy up a notch or two, especially in regards to sustainable and ethical investing.
Blair is the Director of Adviser Business at BetaShares, an Australian Exchange Traded Funds (ETF) manager. Currently, Blair is responsible for assisting Financial Advisers in Victoria and Tasmania with Betashares products, including ethical ETF's.
Resources mentioned in this episode...
BetaShares Approach to ESG
https://www.betashares.com.au/about-us/stewardship/
In this episode we talk to Sara Redmond-Neal about getting sustainable in your small business - find out about your opportunity to grow and benefit in ways you didn't expect.
Sara Redmond-Neal is the founder of Small Mighty CSR. She has spent 15 years advising businesses and governments on how to care for people, planet and profit - by applying corporate social responsibility (CSR) principles and practices.
Resources mentioned in this episode...
www.smallmightycsr.com
Download your Quick Start Sustainability Checklist here
In this week's epsiode we talk to Dawn Thomas, Wealth Adviser at Integro Wealth. She shares her thoughts about why understanding how your money works is so important, that your super is the go-to investment for your longer-term financial security and how GenZ are prioritising ethical investment in their super.
Brought to you by Viva Financial Planning.
Resources mentioned in this episode...
https://integrowealth.com.au
Your Money Story podcast hosted by Dawn
Capital markets can influence change - it's exciting to know that you're able to invest, do better financially and make a difference to what matters to you. Mark Holtom, Director at Ethical Investing NZ, chats about his money journey in the UK and New Zealand, how the world of responsible investing has changed and how it's important to stop talking and start doing!
Brought to you by Viva Financial Planning.
Resources mentioned in this episode...
https://www.ethicalinvesting.nz/
https://mindfulmoney.nz/
People are under financial pressure, nevertheless being ethical means you can choose what should happen with your money. Stewart Bell, Business Coach and Founder of Audere Coaching & Consulting, chats about his money journey, and how getting financially healthy and well - with the help of a coach - is quite like getting fit at the gym. Enjoy!
Brought to you by Viva Financial Planning
Resources mentioned in this episode...
Audere Coaching & Consulting
In today's episode, we interview Kim Payne, Managing Director of 9Rok Consulting, she helps professionals communicate the value of advice. We discuss investing, the importance of money behaviour, and how your values count.
Get Ethical podcast is brought to you by Viva Financial Planning
Resources we mentioned...
www.9rok.com.au
As ethically conscious professionals, it's really common for you to want to manage your finances in line with what you believe in. The problem is that sometimes you're not sure how to go about it, you might be embarrassed to admit that you're not across the basic details, and you're scared that you're not going to be living the life you want. This can be frustrating and it often makes you feel overwhelmed and out of control.
In Get Ethical, we will help you to sort out what ethical means for you and prioritise what's important, by explaining how an ethical investing framework can guide your financial decisions. Brought to you by Viva Financial Planning.