Not-for-Profits and Trusts
Aligning your organisation’s corpus with its purpose
For a mission-driven organisation, an investment portfolio is more than just a financial asset; it is an extension of your values. The challenge lies in meeting your fiduciary responsibilities while making sure your capital never contradicts the work you do in the community.
We provide the technical framework and ethical oversight required to manage your funds with integrity, allowing your organisation to grow its impact without compromising its principles
Strategic Solutions
Custom mandates for complex requirements
Managing the wealth of a trust or NFP requires a sophisticated approach to risk and return. We work with you to develop and implement Investment Policy Statements (IPS) that reflect your specific ethical requirements.
Whether your priority is total divestment from specific industries or proactive investment in social and environmental solutions, we provide the research and portfolio management to make it happen. Our strategies are designed to support your long-term financial health while protecting your organisation from the reputational risks associated with traditional, un-screened investing.
Impact stories
Margaret T.
Retired Teacher, Brisbane
Working with this team changed how I think about my money. For the first time, my portfolio reflects my values, and I haven't given up a thing in returns. I sleep better knowing where my money is going.
Mission alignment
Your reputation is your most valuable asset
In an era of increased scrutiny, greenwashing and contradictory investments can cause significant damage to an organisation’s standing. We help you move beyond simple negative screening to a more active, research-led approach.
Our team identifies the companies and projects that are leaders in the transition to a sustainable economy, ensuring your investments actively contribute to a better future. By bridging the gap between your financial objectives and your moral mission, we help you build a legacy that is as technically sound as it is socially responsible.
FAQ
A common concern for boards is the perceived conflict between financial returns and ethical mandates. We provide the technical research and historical data to demonstrate that a well-managed, value-aligned portfolio can meet your legal obligation to act in the best financial interests of the trust while strictly adhering to your mission.