The boutique structured product provider, Instreet Investment, has acquired the Emerald Club and its flagship product, The Emerald Wrap, which offers an ethical platform for Responsible investing (RI). Instreet

managing director George Lucas says: “This is an exciting development for our group. As an organization we are committed to the fundamental social and environmental values of the Emerald Wrap and are proud to offer it as one of our suite of products. “Emerald Wrap’s fundamental mission of aligning money for growth with ethical investing will not change. Although the wrap, which was established In August 2011, only boasts $30 million, we are confident that this figure can grow substantially. “Speaking to financial advisers, the feedback we get is that more and more of their clients want an ethical foundation to their investments.” Lucas says Instreet’s initial focus is to improve customer service and expand the product range. “Ensuring we properly service the financial advisers is our first priority. It is imperative that they can access ethical ETFs and, at the same time, we will attempt to introduce overseas funds that are ethically based to the Australian market. “These developments will give advisers more products and choices to build better ethical portfolios for their clients.” The Emerald Club was the brainchild of Tim Xirakis and Justin Medcalf who had the joint vision to close what they perceived to be the gaps in the RI industry. Lucas says: “It was their goal to develop better products for advisers and their clients by establishing Australia’s first dedicated RI wrap platform that incorporated all the features advisers wanted: transparency, cost-effectiveness, control, usability and superior administration – and this ambition will remain in place under Instreet’s stewardship.” About The Emerald Club mentors and supports a community of financial advisers who encourage Australian investors to profit by supporting responsible businesses with values which align with their own, for the benefit of our collective future. Click here for more information. For more information please contact Simrita Virk at Shed Media M: 0434531172 E: svirk@shedmedia.com.au

January 11, 2015

Instreet ventures into ethical investing with the acquisition of the Emerald Club

The boutique structured product provider, Instreet Investment, has acquired the Emerald Club and its flagship product, The Emerald Wrap, which offers an ethical platform for Responsible […]
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