Thesan Launches Real ESG Managed Discretionary Account

Thesan is proud to announce that it has been appointed by Shartru Wealth as their preferred provider of ESG investment solutions for their clients.

As more and more Australians become conscientious consumers and investors, many are looking for investments that not only offer return or growth, but also align with their interests and values.  This can be problematic for investors as it can be difficult to obtain details, definitions and data on ESG factors.  Investors may encounter greenwashing, where sustainability claims made by issuers might be overstated or unreliable.  Lack of transparency in some cases cause it to be difficult to locate an issuer’s position on ESG, and/or inconsistency in defining what ESG means to them. 

In view of these challenges, Thesan has worked hard to develop a transparent Ethical, Social and Governance (ESG) mandated model portfolio.  The goal of the portfolio is to be “true-to-label” in the sense the portfolio: 

  • excludes investment in certain industries such as oil and coal, and

  • focuses on investment in companies that are already operating in a sustainable, ethical and environmentally responsible manner rather than simply promising change in the future.

Demand for ESG investment solutions around the world is rapidly growing, currently about $1.5 trillion dollars (43% of the addressable market in Australia) is being managed according to responsible investing principles. 

Shartru Wealth is a financial advice group with more than $2 billion in advised accounts Australia wide.

Marc Banvill is championing the ESG strategy on behalf of the Stratru Wealth group and sits on the investment committee. 

Marc is the principal of Aspect Wealth Advisers, a Brisbane based financial advice firm that is part of the Shartru Wealth group and specializes in ESG focused investment strategies.

The three multi-asset portfolios are available to advised retail clients  via the Dash wealth management platform.

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