U Ethical’s Jon Fernie joins host James Whelan to unpack the new age of ethical investing. As client demand for values-aligned portfolios grows, they emphasize the importance of transparency, authenticity, and independent verification to avoid greenwashing. They explore the role of negative screens, positive tilts, and stewardship in building credible strategies, as well as surprising sectors—like mining and data centers—that can support the energy transition. With biodiversity and community impact emerging as key themes, Fernie shows how ethical investing can deliver competitive returns while driving meaningful environmental and social outcomes.

Jon Fernie LinkedIn: https://www.linkedin.com/in/jon-fernie-12128118/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

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