The Investment & Sustainable Business Outlook is a multi-disciplinary sustainable business magazine published by the Investment Outlook, a publishing unit of Accounting & Business Care – An Accounting & Sustainable Business Consultancy Firm.
This magazine aims to disseminate knowledge and foster dialogue to incorporate sustainable values across accounting, finance, investment, taxation, audit, and business practice.
The magazine accepts topics related to investment analysis, sustainable investment opportunities, sustainable financial instruments, sustainable accounting, sustainable finance, carbon accounting, carbon tax, carbon trading, environmental taxation, carbon audit, sustainable business innovation, and management practice, in addition to traditional accounting, finance, investment, taxation, and audit disciplines. The magazine has both print (ISSN: 2982-3226) and online (ISSN: 2982-3234) versions. The magazine welcomes scholarly contributions in the form of articles and reports from both academics and professionals.
Abstract: Our planet is on the verge of ecological imbalance. Our social justice, social equity, and economic prosperity are all outcomes and subsets of our planet’s ecological balance. The current state of ecological imbalance is due to anthropogenic economic activities and other human-induced factors, resulting in multiple interconnected risks worldwide. The return of our business and investment is dependent on these risk factors. If the ecological health of our planet declines, both our present and future social justice, equity, and economic prosperity could be jeopardised.
It is time to be a prudent investor by incorporating a sustainability perspective in investment decision-making so that capital allocation for business investment follows the principles of sustainable finance frameworks as laid out in The Principles for Responsible Investment (PRI), Principles for Sustainable Insurance (PSI), Equator Principles (EI), and Principles for Responsible Banking. Hence, a community of sustainable investors can act as a catalyst for changing the mindset from business-as- usual
Key words: Sustainability, sustainable finance, sustainable investors, green investors, social impact investors, sustainable investment strategy, climate change, global risks.
Abstract: Future is uncertain and insecure; however, we must be hopeful and must be a prudent financial planner to maintain our quality of life or improve our quality of life. The Australian Securities Exchange (ASX)-listed Exchange Traded Funds (ETFs) are relatively safer investment products that help to preserve the purchasing power of our capital and grow our savings for future economic prosperity. Exchange Traded Funds (ETFs) are inherently diversified financial products with investment exposure to different asset classes, geographical markets, sectors, and investment strategies to minimise risk and maximise returns.
In this article, on average, 340 plus ASX-listed ETFs across nineteen ETF clusters were mapped and analysed between 2024 and 2025. A comprehensive analysis of all ETF clusters showed that, on average, ASX-listed ETFs provide 3.35% annual distribution (dividends & interest), with a weighted-average 1-year total return of 27% and weighted-average 3- to 5-year total returns of 9.32% to 14.50%. In addition, the ETF market had experienced 17.28% of capital growth between 2024 and 2025, with an indicative beta of 1.03.
Hence, ASX-listed diversified ETF portfolios are relatively inflation-proof, safer, and resilient investment opportunities for individual retail investors for future economic prosperity and retirement planning.
Key words: Australian Securities Exchange (ASX), Exchange Traded Funds (ETFs), Investment strategy, Portfolio diversification
© 2024 Accounting and Business Care.