Services

Introducing our services

Our services support charitable trusts and foundations, wealth advisors and institutions at any stage of the impact journey, whether you’re just starting out, developing a strategy or managing a portfolio.

We can help at every step, ensuring that every decision is informed by, and tailored to, your impact goals and financial objectives, or those of your clients.

Read more below, though first, take a minute with our Managing Director, Kylie Charlton

 

Services

Navigating an impact journey with Aii

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What do you need to get started with or clear the roadblocks in your impact journey? Do you have clients looking to integrate impact strategies into their portfolios?

We’ve designed a suite of services to help clients at any stage of their impact journey. Our services are modular and customisable, allowing you to choose where to start and what services you need.

EDUCATE

If you are at the beginning of your impact journey, we can help your clients, family, team or key stakeholders understand key concepts in impact investing, and work through your values, objectives and strategic priorities.

ESTABLISH

Analyse: Portfolio Impact Analysis

A Portfolio Impact Analysis is a baseline assessment of your existing portfolio – we analyse every fund and every underlying holding against a broad suite of negative and positive screens, to give you the clearest picture of the impact of your portfolio.

Assess: Values-Alignment Workshop

We sit down with your client, family, team and key stakeholders to discuss your values, the results of the Portfolio Impact Analysis, and your Investment Policy Statement. We discuss your impact goals and financial objectives, to work out how to meld the two.

Maximise: Impact Strategy

Informed by the portfolio impact analysis and values alignment workshop, we can help develop an impact strategy that meets your needs.

For some, this may involve a total impact strategy that embeds consideration of impact in every investment decision across all asset classes, while for others it may be a private market allocation to impact.

IMPLEMENT

Detailed Investment Pipeline

Our investment pipeline curates opportunities across public and private markets, allowing you to focus time and attention on the highest quality deals in the market that meets your impact goals and financial objectives. We review up to 120 private market and 150 public market investment opportunities annually spanning various geographies, impact themes and asset classes – there’s very little we don’t see!

Institutional quality due diligence

For the opportunities that pass our initial screening, we complete comprehensive impact and financial analysis, research and investigation. We speak to experts, analyse key trends and make sure the impact and financial theses are up to scratch.

We can also undertake diligence on investment opportunities that fall outside our curated pipeline but are important to you.

Best-in-class investment recommendations

Our impact investment advisory reports detail all the information you need to make an informed investment decision. We also arrange presentations with fund managers for your team or stakeholders.

MONITOR

We actively track and report on the financial and impact performance of the investment recommendations we make, including regular interaction with founders and fund managers.

Services

Getting started with impact

When you reflect on your values and the impact you want to make with your investments, it’s important to understand that portfolio construction can be a nuanced process. You don’t need to have everything figured out before we get started.

Hear from our team about what you need to begin, what to expect and how we will provide financially sound, meaningful outcomes for you

 
 
 
INSIGHTS

Services

Frequently asked questions

What if we aren’t sure about our impact goals?

We provide services to clients at every stage in their impact journey, including the very beginning. We can help you or your organisation identify impact goals with a values-alignment workshop.

Is it Australian investing only?

We primarily focus on domestic opportunities, but have also invested in several international impact investments.

What’s the investment criteria?

We focus on finding risk-adjusted, market rate opportunities that also have a measurable social or environmental impact. We work across all asset classes, including venture capital, real assets, listed equities, fixed income, private debt and infrastructure. 

Do you look at concessionary investments?

We complete bespoke due diligence for clients that have an appetite for concessionary investments with high impact. We call these ‘catalytic’ impact investments. This can include supporting a first-time fund manager, providing capital to a social enterprise or start-up that is closely aligned to a clients’ impact objectives, investing to prove that an impact thesis is possible, and much more.  

How do you balance financial returns with impact goals?

We help our clients find investment opportunities that meet their impact and financial goals through extensive due diligence and a comprehensive understanding of their portfolio requirements. We work with our clients to truly understand their investment needs, including liquidity preferences, return objectives and strategic asset allocations, as well as their impact priorities.

In what way are you different to traditional asset consultants?

Impact is all we do and all we have ever done – we focus on finding investment opportunities that meet the risk, return and impact objectives of our clients. We have extensive experience in the impact investment industry.

What’s the fee structure?

We operate on a retainer basis with clients that access our pipeline and due diligence reports. For other services like a portfolio impact analysis, values workshop or access to our public markets research, we work with you to determine an appropriate fee based on the number of investments in your portfolio and the scope of work. 

Let’s create a roadmap for your impact journey together.

Let’s Talk