Help your clients invest
to make money do good.

Goodments Adviser is the responsible investing
discovery, research and advice tool.

How it works

Discover

Easily capture and understand your clients’ responsible investing parameters with the Goodments Responsible Investing Discovery tool.

Analyse

Import and analyse your clients’ existing investment portfolios to quickly identify conflicted investments, and review matched alternatives sourced from a global universe of shares, ETFs and funds.

Advise

As your client’s trusted Adviser, determine the best course of action. Goodments Adviser supports all your compliance needs by recording outcomes and decisions, and provides all post-meeting requirements, including advice document inputs.

Here's what you can do

Sustainability discovery

For the first time, Advisers can help their clients define their responsible investing profiles using Goodments’ tried and tested technology, powered by machine learning, and over 5000 profiles already created.

Portfolio analysis

Auto analysis of your client’s portfolios to identify investments that conflict with their responsible investing profile, and identity investments which might be more aligned.

In-depth research

Gain access to institutional-grade ESG and markets research on over 7000 international shares, ETFs and managed funds. Sustainability research includes full analysis of each company across their supply chain on over 300 ESG criteria.

Compare

Manage, filter and compare investments across Goodments sustainability scores, financial returns, yields, risk, and comparisons against industry benchmarks.

Templated comms

Our email templates help you to position meetings, create automated post meeting emails as well as meeting notes that include all client inputs, your decisions and next steps.

Create advice docs

Access automated and tailorable advice outputs which can easily be added to your existing documents. These include the client inputs, your decisions and the advice you plan to give.

Compliance + review

Ongoing access to time-stamped interactions and records for each of your clients, and support your annual reviews, which help you meet your compliance needs.

Security

Protecting your client's personal information is paramount. Only your client's name and email is needed to set up a profile, and all Goodments' systems are encrypted and protected to the highest standards.

Why Responsible Investing?

The majority

Over 90% of investors globally think that social impact is key in investing.
Morgan Stanley 2018

Client demand

Clients want help in finding the right solutions. The exclusions applied by investment managers are not well aligned with what's important to consumers. Controversial weapons and tobacco are the most prevalent exclusionary screens among Australian institutional investors, while consumers want to avoid fossil fuels and human rights violations.

No sacrifice required

Increasing amounts of research show that over the long term responsible investments match or outperform their less responsible peers, whilst limiting the negative impact on the world. The age of thinking that sustainable and financial performance are mutually exclusive, is over.

Adding value

Ability to respond to the increasing customer demand to capture and understand responsible investing requirements.

Building trust

Heightened by the Royal Commission and the transition of wealth from older to younger generations, advisers need to rebuild trust.

Retaining assets

As Advisers age, there is an increasing need to connect with the next generation of clients, who are becoming independently wealthy, or are in receipt of generational wealth transfer. Advisers on average lose 70%1 of the assets they manage when wealth passes down. Engaging the next generation on responsible investing could be key.

Stronger long term performance

Increasing amounts of research show that over the long term responsible investments match or outperform their less responsible peers, whilst limiting the negative impact on the world. The age of thinking that sustainable and financial performance are mutually exclusive, is over.

1 The Williams Group