Resources

Read more about our clients’ investments over the years, or flip through some great impact investing resources below.

Resources

Impact Reports

Impact Report 2023 (7.5mb)

Impact Report 2022 (4.2mb)

Impact Report 2021 (6.5mb)

Impact Report 2020 (2.6mb)

Impact Report 2019 (4.6mb)

Impact Report 2018 (12.7mb)

Impact Report 2017 (19mb)

Resources

Stories, impact and analysis

You are welcome to read our latest insights and news.

  • Listed Equity Review 2024

    Listed Equity Review 2024

    How do values-driven investors navigate the ever-increasing universe of responsible investment strategies across Australian and international listed equity funds? Listed equities typically command a material weighting in any diversified investment…

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  • Our Impact Investment Diligence Process

    Our Impact Investment Diligence Process

    Our clients look to leverage the good they can do in the world by using their investment portfolios. So, each year, we filter through approximately 100 investment opportunities to find…

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  • The Journey to a Total Impact Portfolio

    The Journey to a Total Impact Portfolio

    With the rise in consciousness of the positive and negative impact of investment dollars on the world around us, there has been a noticeable trend among more and more investors…

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Resources

Highlights from our investees and the market

Global Impact Investing Network Resources

Responsible Investment Association Australasia – Benchmarking Impact Reports

Social Impact Hub – Impact Investing Field Guide

Good Future Podcast with John Treadgold

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