Not for profit organisations

Helping non-profit organisations fund their mission

Introduction

Align your investment program to your mission goals.

Whether you are are an endowment, foundation, university or charity and seeking to sustain your non-profit 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 are designed to provide practical advice, planning tools and best practice information to help achieve a successful investments program

Not for profit investment handbook

Online not for profit investment guide

Designed to provide practical advice, planning tools and best practice information, our handbook steps through key areas needed to successfully run an 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 non 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’s investment goals.

 

Outsourced CIO (OCIO)

A holistic investment solution, developed in partnership, focused on achieving your goals.

Our OCIO services 

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 outsourced CIO.


Daniel Greyling

We’d love to talk

Please reach out to me directly or send an email to connect.

Daniel Greyling
Head of Institutional Sales
+61 2 92295234

Email Daniel

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Not ready to talk?

Find out more about our outsourced CIO solutions, how it can help and what to look for in a provider - the OCIO Fundamentals.