Credentials: B Fin, Dip FP
Jeffrey assists with the management of our Enhanced Cash portfolio, focusing on credit risk analysis and the ongoing monitoring of the portfolio. He has over two years' financial services experience and most recently worked within the operations team of U Ethical.
Ethical investing is about aligning our values with our investments. It gives us a platform to encourage healthy corporate behaviour and influence companies to act in the best interests of the environment. It is also about having a voice on social issues and holding companies accountable to their social responsibility. Ethical investment is more than just an investment style, it’s about leaving a legacy we can be proud of for the next generation.