We are a Responsible Investment Promoter.

The Emerald Club and our flagship product solution, The Emerald Wrap, came about from a desire to increase the adoption of responsible investing (RI) by Australians.

We were inspired by our own experience in the area of responsible investment advisory and saw a need for more collaboration within the RI industry. Financial advisers needed to have better access to information and benefits that they could pass on to their clients, as well as more adaptable tools that catered for the values and needs of Australia investors.

Our Managing Director, Justin Medcalf, began with a process of engagement with leading Australian advisers and product providers, and in July 2011 the Ethical Advisers’ Co-op, a co-operative of Responsible Investment Certified advisers, was established to:

  • Increase awareness of the benefits of responsible investing
  • Create buying power to reduce costs for advisers and their clients, therefore maximising savings and return
  • Share knowledge and research
  • Provide mentoring services

In August 2011, Tim Xirakis and Justin Medcalf teamed up to realise The Emerald Club, with the aim of closing the gaps they saw in the RI industry by:

  • Developing better products for both advisers and their clients
  • Developing Australia’s first dedicated Responsible Investment wrap platform – with all the features advisers had asked for, plus transparency, cost-effectiveness, control, usability and superior administration, and
  • Continuing the engagement process in order to improve and develop effective products, services and solutions
Why the Name?

The Emerald Club’s name is derived from various sources to convey our business and social philosophy.

For context, the previous business run by our co-founder and managing director, Justin Medcalf, was a financial planning practice called Green Equity Management (GEM). ‘Green’ mirrored the consideration of our natural environment in choosing financial products for clients. ‘Emerald’ is a natural progression from this. Just as the precious green gemstone is the crystallisation of value from its surrounding environment, we focus our service delivery through financial advisers offering responsible investment to Australian investors. We believe this differentiation offers greater financial, social and environmental value.

A club is both exclusive and collaborative. We believe in sharing knowledge for the benefit of all. The Emerald Club mentors and supports a community of financial advisers who encourage Australian investors to profit by supporting responsible businesses with values which align with their own, for the benefit of our collective future.

What about the logo?

The arrowhead logo represents progressive thinking and moving in a desired forward direction. The triangle depicts our desire for all our solutions to be as simple and as intuitive as insert and ‘Play’. In addition it also reflects the three critical environmental, social and governance (ESG) considerations of all responsible investments.