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The Future is Fair
Vote with your money. Three ETFs that include gender diversity filters, PLUS some ASX listed companies leading the way for women's leadership.
About
Whether you want down with the patriarchy, or you simply believe companies that promote inclusivity and diversity top to bottom is the way of the future – you’ll be wanting to invest in companies that reflect these beliefs. Unsurprisingly, the leadership makeup of large companies, that employ millions of women, are still heavily weighted towards men. So even if you’ve got the best laid f*ck the patriarchy plans, there isn’t yet a simple way to invest and be a proactive ally to women at the same time...but at Pearler, we’re trying to draw attention to this in a way that hopefully inspires more people to invest in line with their values.
This template starts with ETFs and then adds some direct investments into Australian companies championing women in leadership. ETFs still make up most of the portfolio, using the same criteria as the other templates and you'll notice the direct investments are much smaller. The ETFs have been independently verified as only including ethical, sustainable and well governed companies (ESG). This is not perfect but it’s a reasonably easy way to ensure you’re only investing in companies that (at least) follow local and global best practice when it comes to diversity in leadership and inclusivity. What companies are included and why? We start by identifying the ASX listed Australian companies that stand out when it comes to women in leadership using a simple criteria, those that have greater than 60% female representation on their executive leadership team (Chief EO, MO, FO, RO etc.) as well as fitting an ESG profile. Spoiler alert, sadly there aren't many. This criteria was inspired by some recent research published by Chief Executive Women Org., a network of women leaders across business, academia, government, the arts and not-for-profit sectors.
Criteria for this template
There is a broad spectrum of ways to incorporate sustainable investing into your portfolio.
Companies
We start by identifying the ASX listed Australian companies that stand out when it comes to women in leadership using a simple criteria, those that have greater than 60% female representation on their executive leadership team (Chief EO, MO, FO, RO etc.) as well as fitting an ESG profile. We found a lousy two. Just two companies that would fit the definition of ethical, sustainable and well governed AND that had more than 60% women in key leadership roles. They are Adore Beauty (mentioned above) and Ingenia Communities, who run retirement and hospitality accommodation for older Australians. We got the idea for this criteria from Chief Executive Women Org, a network of women leaders across business, academia, government, the arts and not-for-profit sectors.
ETFs
We start with only considering ETFs that have been independently verified as only including ethical, sustainable and well governed companies (ESG). This is not perfect but it’s a reasonably easy way to ensure you’re only investing in companies that (at least) follow local and global best practice when it comes to diversity in leadership and inclusivity.
Why use a template?
Templates are great for sharing and learning about investing because they are simple to understand, ready to use, but easily tweaked to suit you. They’re also:
Flexible
You can add or remove those you don’t like or understand, or you can add others as you go
Community-led
Pearler creates template portfolios for you to use from community data. Read more here.
SHARE TEMPLATE
Why Pearler?
The beginning of Pearler started with “What should I invest in?”
Our goal at Pearler is to empower our community, through tools like template portfolios, with access to easier investing and supportive community connections that hopefully make this question and the conversation that follows a whole lot easier, less awkward and actually likely to help people act.
Pearler as a company doesn’t suggest particular investments. But the platform is built on the idea that by seeing more of what other like-minded people are doing with their money, perhaps you can take a little guidance and confidence knowing that there are many others out there, each finding their own way.
The idea of crowdsourcing your decision-making to defeat imposter syndrome, is our vision for the future of 'financial advice'.
Where it's easy to access, understand and free; and you don't have to worry about someone getting a kickback off your hard-earned money.
INVESTING, SIMPLIFIED
Set and forget with Autoinvest
Want to save time and build wealth while you sleep? Well, now you can using Autoinvest.
Simply choose the amount, frequency, and specific shares you want to invest in. It’s the easiest set-and-forget strategy for both beginners and experienced investors.
INVESTING SHOULD BE BORING
Watch your money go the distance
Over the long term, investing regularly in low-cost exchange-traded funds outperforms most active trading strategies. Sounds boring, but it works.
With Pearler, you can:
Set goals to stay on track
Save time with simple auto-investing
Be inspired by a community of investors
You have worked hard for your money, it's time to make your money work for you.
FOR INVESTORS, NOT TRADERS
How it works
Setup your portfolio
Choose what assets you want to invest in or use a template portfolio to get you started.
Autoinvest (optional)
Set-and-forget your investment strategy. Let time do all the heavy lifting using the power of compound interest.
Work towards your goals
Track your progress towards financial independence, a home deposit, retirement, or any other financial goal.
Connect with our community
Don't do the journey alone. Join a community of long-term investors to help you stay on track.
Setup your portfolio
Choose what assets you want to invest in or use a template portfolio to get you started.
Autoinvest (optional)
Set-and-forget your investment strategy. Let time do all the heavy lifting using the power of compound interest.
Work towards your goals
Track your progress towards financial independence, a home deposit, retirement, or any other financial goal.
Connect with our community
Don't do the journey alone. Join a community of long-term investors to help you stay on track.