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.

Ready to talk?

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.

Not-For-Profit Investments Handbook

Our handbook steps through key areas needed to successfully run an investment program.

Not-For-Profit Investments Handbook

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.

View case study

A Victorian University

Explore how this Australian University lowered their carbon footprint without negatively impacting the expected investment outcomes and risk profile.

View case study

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.

Learn more

Responsible investing solutions

Forward-thinking responsible investment solutions reflecting what matters most to you.

Learn more

LATEST OCIO BLOG POSTS

Hear from our experts on the latest on OCIO.


Daniel Greyling

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

Email Daniel

A camera lens with a variety of colors inside

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.