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?
Our Not For Profit Handbook can help.
Designed to provide practical advice, planning tools and best practice information, our handbook steps through the 5 key areas needed to successfully run a investment program.
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.
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