Australian Impact Investments Pty Ltd (ABN 81 165 905 582) – Corporate Authorised Representative (No. 464365) of Ethinvest Pty Ltd (AFSL No. 223718)

© 2019 Australian Impact Investments 

The information on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser. Taxation, legal and other matters referred to on this website are of a general nature only and are based on Australian Impact Investments' interpretation of laws existing at the time and should not be relied upon in place of appropriate professional advice. Those laws may change from time to time.

Mobilising capital for a better tomorrow

 

ABOUT US

Australian Impact Investments is a specialist consulting firm that provides advice to clients seeking to mobilise capital to create positive environmental and social impact alongside financial value.

Our services enable clients to develop investment strategies, originate, analyse and select investment opportunities and manage investment portfolios to achieve financial and impact objectives.

We serve a range of clients including asset owners and their investment advisers, family offices, charitable trusts and foundations, wealth management firms and government. 

 

SERVICES

Development of bespoke impact strategies

 

Rigorous, independent sourcing and analysis of impact investments informing a proprietary pipeline of investment opportunities that deliver financial return and meaningful impact

In-depth ethical research, ratings and analysis, including coverage of environmental, social and governance (ESG)-related practices

Comprehensive investment management of impact-aligned portfolios from construction through to implementation, monitoring and reporting

Customised research, advisory and investment  origination and structuring to achieve defined impact and financial objectives

 

ACHIEVING IMPACT

 

All investments have impact - positive, neutral or negative. The impact of an investment is a function of the underlying asset/enterprise the investment supports and an investor's contribution to this impact. 

Our proprietary Impact Spectrum, shaped from the extensive experience of our team across ethical, responsible and impact investments together with the work of the Impact Management Project, categorises every investment as one of four types of impact - Harm to people and planet (H), Avoid harm (A), Benefit to people and planet (B) or Contribute to solutions (C). 

IMPACT SPECTRUM

Does (or may)

HARM

The enterprise is directly involved in activities that harm or may harm people or planet

H

AVOID Harm

The enterprise has no direct involvement in activities that harm people or planet

A

BENEFIT

People & Planet

The enterprise not only acts to avoid harm, but is also involved directly in activities that benefit people or planet

B

CONTRIBUTE

to Solutions

The enterprise not only acts to avoid harm, but also intentionally generates positive, measurable outcomes for people or planet

C

An investor can use a range of strategies to contribute to impact, often in combination, including:

  • signalling impact matters by applying negative and positive screens to investment selection processes

  • active engagement to influence the environmental/social performance of companies

  • growing new or undersupplied capital markets by participating in new investment opportunities

  • providing flexible capital to drive a targeted environmental or social outcome

We assist our clients to map their current investment portfolio to the Impact Spectrum and develop bespoke impact strategies that provide a roadmap for increasing the alignment of their investments with their impact objectives while achieving their financial objectives. 

 

SELECTED INVESTMENTS

Australian Impact Investments has, since our launch in August 2014 through to 30 June 2019, assisted its clients to direct capital of more than $60 million to 38 impact investments from a universe of more than 300 opportunities. These investments benefit excluded and disadvantaged populations - the homeless, people living with disabilities or mental health issues, and the working poor - and the planet. 

You can find more information about selected investments in which our clients are participating below and in our 2018 Impact Report. 

IIG Giant Leap Fund

Australia's first venture capital fund dedicated to investing in a portfolio of Australian high growth impact businesses that deliver positive change in the areas of 'empowering people, sustainable living and health and well-being'

Impact Theme:  Mixed

Target Impact:  Mixed

Primary SDG:  Mixed

Impact Contribution:  Grow new or undersupplied markets

C

Contribute to solutions

Kilter Rural Logo

Murray Darling Basin Balanced Water Fund

A fund investing in water rights in the Southern Murray Darling Basin to balance farming and environmental needs.

Impact Theme:  Water

Target Impact:  Restore threatened wetlands for environmental and social purposes 

Impact Contribution:  Grow new or undersupplied markets

C

Contribute to solutions

Sticking Together Social Impact Bond

Social impact bond (SIB) to fund SYC Ltd to deliver the Sticking Together Project in NSW, a 60-week intensive coaching program for young long-term unemployed people.

Impact Theme:  Employment

Target Impact:  Increase the number of productive work hours of young people experiencing long-term unemployment.

Impact Contribution:  Grow new or undersupplied capital markets

C

Contribute to solutions

OTHER INVESTMENTS

IMPACT PORTFOLIO CASE STUDY

Community Impact Foundation

Australian Impact Investments is the investment manager for the Community Impact Foundation (CIF), a public ancillary fund that provides a communal philanthropic structure to those seeking a planned, tax-effective approach to giving and investment of contributed capital into a value-aligned investment portfolio that actively prioritises impact investments. The CIF is the only public ancillary fund in Australia that since launch has actively employed an investment strategy to amplify its social and environmental impact and provide comfort to subfund holders that their contributed capital will be invested in a manager consistent with their values.

Investments in the CIF portfolio include a range of social impact bonds targeting homelessness, children in out-of-home care, youth recidivism and mental health. The CIF also holds investments in solar and wind power, domestic and international impact venture capital and environmental water management. 

$ 2.8 million

Investments Contributing

to Solutions (C)

$ 3.4 million

Investments Benefiting 

People & Planet (B)

$ 1.6 million

Donations to

102 charities

7.7 % | 6.6% 

12 months | 3 years 

Return after fees

*All figures above are as at 30 June 2019.

To learn more about the CIF, see a detailed impact breakdown here or check out the website here.

OUR TEAM

Kylie Charlton
Chief Investment Officer
Investment Committee Member
Phil Webb
Director
Investment Committee Member
Caitlin James
Analyst
Trevor Thomas
Investment Committee Member
Ross Knowles
Investment Committee Member
Show More
 
 

NEWS AND RESOURCES

CURRENT NEWS

2019 Impact Report.PNG

2019 Impact Report

We are very pleased to share our 2019 Impact Report, which celebrates our clients' collective investment of more than $60 million to 38 investments over 5 years since our launch. Just over $20 million of that capital was invested in FY2019, evidencing the increasing demand for impact investments and the growing universe of opportunities. 

We hope that you enjoy reading the report. 

OUR PUBLICATIONS

About Australian Impact Investments (3MB)

Aii 2018 Impact Report (Link)

2018 Impact Report

(12MB)

USEFUL RESOURCES

ARCHIVED NEWS

2017 Impact Report

(18MB)

GET IN TOUCH

Level 8, 1 York Street, Sydney NSW 2000

PO Box 692, Chatswood NSW 2057

T 02 9413 4404

F 02 9413 9379

info@australianimpactinvestments.com.au