NOT FOR PROFIT
Our mission is to help you
fund yours.
INTRODUCTION
Align your investment program to your mission.
Whether you are seeking to sustain your organisation into perpetuity, deliver a regular income stream or build a portfolio for future ambitions, we can help.
REVIEWING YOUR INVESTMENT PROGRAM?
The not-for-profit handbook and online guide is designed to provide practical advice, planning tools and best practice information to help achieve a successful investments program
Handbook
Online guide
Designed to provide practical advice, planning tools and best practice information, our handbook steps through key areas needed to successfully run a investment program.
Our handbook steps through key areas needed to successfully run an investment program.
Ausbiz TV
Andrew Geoghegan from Ausbiz TV interviews Daniel Greyling, discussing not-for-profit investing, and the impact of market volatility for not-for-profits.
Fear and Greed
Daniel Greyling talks to Sean Aylmer about impact investing and the role of an Outsourced Chief Investment Officer.
SUPPORTING AUSTRALIAN NOT FOR PROFIT ORGANISATIONS
We have been providing investment advice and management services to Australian not for profit organisations for more than 30 years.
Anglican Funds
Find out how Anglican Funds South Australia stayed true to their investing values without sacrificing robust governance and active management potential.
A Victorian University
Explore how this Australian University lowered their carbon footprint without negatively impacting the expected investment outcomes and risk profile.
HOW WE CAN HELP
We offer a range of services focused on helping you achieve your mission.
Outsourced CIO (OCIO)
A holistic investment solution, developed in
partnership, focused on achieving your goals.
Responsible investing solutions
Forward-thinking responsible investment
solutions reflecting what matters most to you.
LATEST OCIO BLOG POSTS
Hear from our experts on the latest on OCIO.
We’d love to talk
Please reach out to me directly or send an email to connect.
Daniel Greyling
Head of Intitutional Sales
+61 2 92295234
NOT READY TO TALK?
Find out more about the OCIO model, how it can help and what to look for in a provider - the OCIO Fundamentals.