Not-For-Profit Solutions
Aligning your organisation's capital with its community mission and values
For a mission-driven organisation, an investment portfolio is more than a financial asset; it’s a practical extension of your core principles. The primary challenge lies in fulfilling your fiduciary responsibilities while ensuring your capital never contradicts the work you perform in the community, and that’s where EIS thrives.
Managing the financial well-being of a not-for-profit requires a rigorous approach to risk and return embedded in a custom Investment Policy Statement (IPS) that reflects your specific ethical boundaries. Whether your board prioritises total divestment from specific sectors or proactive investment in social and environmental solutions, our in-house research and independent asset consultancy provide the depth to make it happen.
Contact us to partner with a firm that helped build one of the pioneers in ethical investing, providing a level of credibility and experience that supports your organisation’s long-term stewardship.
Institutional depth paired with ethical clarity
Reputation protection
Moving beyond simple negative screening ensures your organisation avoids the risks of greenwashing or contradictory holdings that could damage your standing with donors and stakeholders.
Fiduciary certainty
Access the technical research and historical data needed to demonstrate to your board that a well-managed, value-aligned portfolio meets your legal obligation to act in the best financial interests of the trust.
Customised control
Work with a team that understands that every organisation has different red lines, allowing you to define exactly which activities are excluded and which sectors you wish to support.
Impact transparency
Receive detailed reporting that goes beyond financial performance, providing clear data on the ethical standing of your holdings to share with your donors and community.
Success stories
Margaret T.
Retired Teacher, Brisbane
Working with this team changed how I think about my money. For the first time, my portfolio reflects my values, and I haven't given up a thing in returns. I sleep better knowing where my money is going.