I believe investing can be used as a force for good, to create change and address some of the biggest problems the world faces. I work with clients to build a Portfolio of Purpose that aligns values with money. Not just excluding those that do harm but actively seeking those who benefit society and contribute to solutions.
I am certified as a Responsible Investment Adviser by the Responsible Investment Association Australasia. I recently completed 4 years as a Director of the Responsible Investment Association Australasia (RIAA) working toward RIAA’s mission of ensuring capital is aligned with achieving a healthy society, environment and economy. I was previously chair of one of RIAA’s Certification Assessment Panels and was inaugural co-chair of RIAA’s Financial Adviser Forum.
Regularly called on for articles on responsible and ethical investment in publications including AFR, SMH, Financial Standard and Money Magazine. And panelist and speaker at conferences and webinars on responsible investing for the Financial Planning Association, RIAA, Money Management and more.
Out of the office, you are most likely to find me on my road bike or mountain biking on Australia’s best trails in Canberra.
Read a Livewire Markets profile and detailed look at my ethical and impact investment approach here: Meet Dave: The adviser who thinks far beyond financial returns
From the best weekly news source for impact investing in Australia: Impact Profile: Dave Rae
An in depth profile of my practice and approach can be found in this article from Money and Life magazine: Perfect, the enemy of good
A selection of articles I’ve contributed to or been quoted in:
Ethinvest opens Canberra office with industry heavyweight – FS Sustainability
Last summer’s bushfire crisis is changing the way we invest – Money Magazine
The “why” of ethical investing – Money and Life
ESG imbalance between client and adviser – Money Management
ESG is a game changer for investors – Financial Review
RIAA announces new board – Money Management
The recipe for successfully advising on sustainable investments – Money Management
FASEA too soft on ethical investing – Financial StandardÂ
Dave Rae: a responsible investor and a financial advisor – Good Future Podcast
InvestorDaily ESG Summit add new speakers – IFA
Advisers discuss new era of advice, ethical considerations: RIAA – FS Sustainability
Guide to ESG Investing (pdf link) – Financial Standard
The ABC of sustainable investing – making ESG work for your advice practice (webinar) – BT
This website is for informational purposes only and the information contained is of a general nature and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if particular strategies and products are right for you. In all instances where information is based on historical performance, it is important to understand this is not a reliable indicator of future performance. You should not rely on any material on this website to make investment decisions and should seek professional advice.
DAVE RAE is and authorised representative of ETHINVEST Pty Ltd ABN 53 003 843 874 AFSL 223718 and is a registered financial adviser ASIC No. 237107.