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- An alternative review of performance -. Australian Ethical Investment. Organisational Performance Consultants: Tripharn Teki, Hout Sok, Peter Enzerink, Shawn Boughey. Who is AEI?. Founded in 1986 and employing 55 people. Environmentally and socially responsible investment.

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an alternative review of performance
- An alternative review of performance -Australian Ethical Investment

Organisational Performance Consultants:

Tripharn Teki, Hout Sok, Peter Enzerink, Shawn Boughey

who is aei
Who is AEI?
  • Founded in 1986 and employing 55 people.
  • Environmentally and socially responsible investment.
  • AEI provides five retail investment trusts, with approximately 140 individual investments.
  • Retail superannuation fund that is valued at approximately $500 million.
organisational performance consultants
Organisational Performance Consultants
  • Alternative performance metric compared to current TBL.
  • Provide a summary report (2000 wds) and presentation to the Board of Directors of AEI.
  • Utilised the Balanced Scorecard Method for measuring performance.
  • System, Power and Structural view.
areas of performance
Areas of Performance
  • Employee Satisfaction
    • Consultant – Hout Sok
  • Financial Performance
    • Consultant – Peter Enzerink
  • Sustainability Performance
    • Consultant – Shawn Boughey
power view
Environmental Sustainability

Customer

Employee Satisfaction

Financial Operation

Power View
system view
Environmental Sustainability

Customer

Employee Satisfaction

Financial Operation

Environment

AEI

System View
employee satisfaction
Employee Satisfaction

Staff Survey 2005-2008

employee satisfaction1
Employee Satisfaction

Staff Turnover 2005-2008

financial performance
Financial Performance
  • Publicly listed
  • Managed trusts
  • Superannuation trusts
financial performance1
Financial Performance
  • Managed trust performance (April 2009)
    • Equities: Ranked 4th of 33 Australian Mid/Small Growth funds
    • Balanced: Ranked 5th of 58 Multisector Balanced funds
financial performance2
Financial Performance
  • Funds under management (FUM)
financial performance3
Financial Performance
  • Tithing 10% of profit
    • Major: Bluegreen Films, Medical Students’ Aid Project
    • Minor: ACT Eden Monaro Cancer Support Group, Engineers Without Borders, Pedal Power ACT, Child Wise, Asian Women at Work and the Broken Hill & District Hearing Resource Centre
  • Climate change
sustainability performance
Sustainability Performance
  • Investments
  • Operations
  • Best Practice Role Model
sustainability performance1
Sustainability Performance
  • Trevor Pearcy House – New Office Building
  • ENERGY
  • Upgraded insulation & exposed internal mass
  • Natural ventilation with mechanical back-up.
  • Operable windows, ceiling fans & radiators
  • Solar hot water
  • ~70% reduction in energy use
sustainability performance2
Sustainability Performance
  • Trevor Pearcy House – New Office Building
  • WATER
  • ~75% reduction in water use
  • Rainwater capture
  • Low flow urinals (retrofit)
  • AAAA showerheads
  • Dual flush toilets (retrofit)
sustainability performance3
Sustainability Performance
  • GRI – Global Reporting Initiative
  • Savings in Energy and Water Translate to Financial Performance
  • Crucial to maintain leadership in this area
external validation
External Validation
  • Meet these measures = Meet the strategic goals of AEI.
  • Customer Retention and Acquisition.
    • External validation of AEI performance.
    • Customers will not invest in a poor performing organisation.
recommendations
Recommendations
  • Need for specific metrics for Employee Satisfaction.
  • Current market volatility and impact on investment.
  • Impact of climate change and the effect on investment.
conclusion
Conclusion
  • Performance is in line with market expectation.
  • A number of recommendations should be investigated.
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