Investing sustainably with BTFG

We believe a sustainable approach to investment is fundamental to providing long-term value for our customers.

What is Sustainable Investing?

Sustainable investing is a long-term investment approach that incorporates environmental, social, and governance (ESG) factors into the investment process. It’s an approach to investing that explores further to reveal broader risks and help to identify greater opportunities.

The more you know, the more rewarding investing can be. 

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BTFG's approach to sustainable investing

Sustainable investing (also referred to as Responsible Investing) is about taking a long-term view of the economic, social and environmental impacts of our investment decisions.

What does this mean for you? It means that when we’re making investment decisions on your behalf we look at the long-term impact of those investments, which may include any environmental, social and governance (ESG) issues.

BT's approach to sustainable investing (also referred to as responsible investing) is outlined in our Responsible Investment Position Statement.

FAQs

What is sustainable investing?

Sustainable investing is a long-term approach to investing that incorporates ESG factors into the investment process.

What is ESG?

ESG refers to environmental, social and governance (ESG) factors that investors may consider when making investment decisions. These factors, at times, have also been known to affect the risk and return of investments.

Why is BT Financial Group (BTFG) using the terms 'sustainable investing' and 'ESG'?

ESG has become the standard way to describe the general approach that sustainable investors take with their portfolios. Sustainable investing is commonly used as an overarching term to describe investment decisions that take into account ESG analysis, which is the evaluation of how effectively companies are addressing sustainability issues.

Want to know more?

We also provide a number of sustainably themed investments within our product set. View the product pages below or contact the BT customer service team for more information.

Important notes

The role of Sustainalytics, Morningstar and BT

Role of Sustainalytics
Sustainalytics Australia Pty Ltd ABN 37 607 393 028 (Sustainalytics) is a global research firm specialised in environmental, social and governance (ESG) research and analysis and its role is solely limited to providing research and ESG analysis in order to facilitate well-informed decision-making. Sustainalytics makes no representation or warranty, whether expressed or implied, regarding the advisability of investing in any asset or including companies in investable universes and/or portfolios nor shall it accept any liability for damage or loss arising from the use of this overview or information contained herein in any manner whatsoever. Sustainalytics does not provide financial or investment advice and nothing in this document should be read and construed as constituting financial or investment advice. Investors are expected to independently determine their investment decisions and the general information contained in this overview should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.

Role of Morningstar 
Morningstar Australasia (ABN: 95 090 665 544, AFSL: 240892) is a subsidiary of Morningstar, Inc, a provider of investment research in North America, Europe, Australia, and Asia. Morningstar does not guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest.

Role of BT 
BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates BT Panorama and BT Invest (together, the Services). Investor Guides are available for each Service, and can be obtained from BTPS by visiting www.panorama.com.au/invest/documents or calling 1300 881 716. A person should obtain and consider the disclosure documents before deciding whether to acquire, continue to hold or dispose of interests in the Services. BTPS is a subsidiary of Westpac Banking Corporation ABN 33 007 457 141 (Westpac). Apart from any interest investors may have in Westpac term deposits or securities acquired through the Services, an investment in or acquired through the Services is not an investment in a bank or a bank deposit. Westpac and its related entities do not guarantee an investment in or acquired through the Services. This document contains material provided directly by third parties that is given in good faith and has been derived from sources believed to be accurate at its publication date but has not been independently verified. It should not be considered a statement of fact nor as a comprehensive statement on any matter nor relied upon as such. No company in the Westpac Group nor any of their related entities, employees, or directors gives any warranty of reliability or accuracy or accepts any responsibility arising in any other way including by reason of negligence for errors or omissions. This disclaimer is subject to any requirement of the law.

Information is current as at 21 November 2016. © BT Portfolio Services Ltd 2016