Environmental, social and governance

At Insignia Financial, we acknowledge that the sustainability of our business is intrinsically linked to the sustainability of the environment and the communities in which we operate.

Maintaining strong environmental, social and governance (ESG) practices enables us to manage risks and realise long-term value for all stakeholders.

We believe in the science of climate change. We are a member of the Investor Group on Climate Change and we support the efforts to get to net zero greenhouse gas emissions by 2050.

We believe in building stronger communities through our ambition to improve the financial wellbeing of all Australians – and also through building stronger community connections through workplace giving, the IOOF Foundation and engaging with our First Nations People.


Material ESG matters

We understand identifying, monitoring and reporting on material ESG risk exposures is vital to Insignia Financial’s success in building trust and achieving our ambition of creating financial wellbeing for all Australians.

We use the principle of materiality to define the social and environmental topics that matter most to our business and stakeholders. The materiality assessment process is an opportunity for us to apply a sustainability lens to business and enterprise risk management processes.

For financial year 2021, we allocated material ESG matters into the following categories:


Our clients

Our community

Our people

Our business

  • ClientFirst 
  • Support during COVID-19 
  • Member and client engagement
  • Product simplification
  • Value of advice
  • Anti-bribery and corruption
  • IOOF Foundation
  • Reconciliation Action Plan
  • Modern slavery
  • Staff volunteering /giving
  • Community offer
  • Responsible investing
  • Our culture 
  • Employee wellbeing 
  • Employee engagement 
  • Diversity and inclusion
  • Growth and development
  • Accelerating governance
  • Cybersecurity/privacy
  • Financial Accountability Regime
  • Board effectiveness 
  • Advice review
  • Environmental sustainability 
  • Tax transparency


2021 ESG report

Insignia Financial Ltd’s 2021 annual report provides detailed information on our ESG material matters and how we are progressing. 

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2021 ESG report

PDF | 5.3MB