INVESTMENT MANAGERS

Conscious Investment Management

Where finance and investment combine to be a powerful and scalable force for good.

www.consciousinvest.com.au
Investment Managers

About Conscious Investment Management

Conscious Investment Management is a specialist impact investment asset manager, headquartered in Melbourne. The investment team is made up of three senior and highly skilled professionals who began running an equivalent strategy to that of the Fund in April 2017. It has strong domestic and global relationships and networks to originate high quality deal flow.

The investment team identifies, originates and invests in opportunities that are financial returns focused, but which offer additional social and environmental outcomes, with a focus on key sectors including:

  • Social Infrastructure, such as special disability housing accommodation houses and apartments
  • Environmental infrastructure, including community rooftop solar
  • Deep Impact, such as social impact bonds
  • Property, including affordable housing.

The Manager’s model is unique, beginning all investments by working with expert Impact Partners to understand people and society’s needs. The Manager then focuses on using finance experience and capital to structure, design and invest into assets that will create a better and more sustainable future.

Philosophy & Process

The Fund’s investment philosophy is that assets that have fundamental social value are highly defensive and can therefore generate outsized risk-adjusted returns, over time.

The investment process has been developed and applied over time and incorporates best-practice governance principles that the investment team implements in its investment activities.

The Manager begins by working with specialised Impact Partners (often charities or social enterprises) to understand people and society’s needs. The Fund then brings finance experience and investment capital to structure, design and invest in assets that address social and environmental challenges.

Each step in the investment process involves thorough evaluation of the investment rationale, risks and economic and social impact of an investment, summarised in the table below.

Investment Process

Investment Team

The team’s investment experience is focused on investment sourcing, structuring, management and oversight. As an independent and employee-owned firm, the team is highly committed to the organisation, its clients and vision.

Investment Funds

This information is issued by MARQ Private Funds Pty Ltd ACN 604 351 591 (Trustee), as the trustee of The Impact Fund (Fund) established under trust deed dated 12 April 2019.  The Trustee has appointed Conscious Investment Management Pty Ltd ACN 630 131 476 (Investment Manager) as the investment manager of the Fund. The Investment Manager is an authorised representative (number 1275316) of the Trustee, holder of AFS licence number 473984.

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