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    Social impact investing

    February

    Francisco Widjojo is the head of his family office Arkblu Capital, an example of the younger generation of family offices.

    Wealthy families are trying something new – ditching the secrecy

    There’s a new breed of private investment vehicle for the super rich. And they’re less interested in managing money out of view than making more of it.

    • Primrose Riordan

    November 2023

    Richard Uechtritz, left, cold called Luke Terry to open a social enterprise in the Byron Shire.

    ‘No brainer’: Why this ex JB Hi-Fi CEO backed a Byron laundry

    Businessman and Byron Bay local Richard Uechtritz has wrangled $12 million to open the Byron Shire’s only commercial laundry.

    • Tess Bennett

    October 2023

    Melior co-founders Lucy Steed and Tim King.

    Investors find value in championing social good

    Impact investing is on the rise as more Australians seek to drive positive change as they reap financial returns.

    • Prashant Mehra

    May 2023

    Federal treasurer Jim Chalmers says impact investing can help deliver projects in disadvantaged areas.

    Budget to aid social impact investing

    Treasurer Jim Chalmers has flagged that Tuesday’s federal budget will include measures to harness private capital to help disadvantaged communities.

    • John Kehoe
    Super funds need better guarantees on returns if the government wants them to finance social housing, according to new research.

    Chalmers ‘must guarantee returns’ for nation-building super

    This could include guaranteeing a minimum rate of return to investors, tax incentives or offering capital grants, new research commissioned by Rest suggests.

    • Hannah Wootton
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    January 2023

    Michael Traill is championing social impact investing.

    Banks ponder how to make a return on social impact

    Banks are pushing to provide debt funding for a government-backed social impact investment vehicle, as Aware says it would rather go it alone.

    • Ayesha de Kretser and Hannah Wootton

    Yes, you can get solid returns with impact investing

    There’s a misconception that you can’t make a return on your investment as well as having a positive social or environmental impact.

    • James Wright
    Jim Chalmers penned his essay at his home in Brisbane over the break.

    Chalmers taps banks and super to fix social disadvantage

    The Treasurer is working on plans to attract banks and superannuation funds to set up a social impact investing fund to tackle “entrenched disadvantage” in the May federal budget. 

    • John Kehoe

    December 2022

    Esther Kerr-Smith, of Australian Unity

    Private capital eyes billions in social infrastructure projects

    With $20 billion in projects waiting for private finance and super funds poised to help governments, investors are looking closely at social infrastructure.

    • Agnes King

    November 2022

    A DFAT fund has backed the Southeast Asian Women’s Economic Empowerment
Fund which will fund SMEs led by women in counties including Vietnam.

    Andrew Forrest’s family office coinvests with DFAT on Asian investment

    Tattarang and the Scalzo family’s private office have co-invested with the government’s Emerging Markets Impact Investment Fund to back female entrepreneurs in Asia.

    • Updated
    • James Eyers

    October 2022

    The big four banks could help the government establish a social impacting investment ‘wholesaler’.

    Big four may back $400m social impact investment bank

    The prime minister has reconvened the social impact investing taskforce, which has engaged with major bank CEOs on a co-funding model for social services.

    • James Eyers

    January 2022

    Michael Traill, chair of the social impact investing taskforce: “There has been widespread consultation and strong support around key recommendations.”

    Government sits on social impact report for a year

    Leaders of the nascent impact investing scene are frustrated that sensible policy proposals to bring private capital into social services haven’t got a response.

    • James Eyers

    October 2021

    From left: Liverpool Partners managing partner Jonathan Lim, chief impact officer Katherine Walters and managing partner Brad Lancken.

    Impact investing on the rise as Liverpool Partners launches new fund

    The firm has raised $350 million from institutional investors for a new fund that will invest in unlisted assets.

    • Carrie LaFrenz

    March 2021

    Mr Lim called the impact investment strategy “En Vogue” but believes it will become more mainstream in the coming years.

    High-net-worth families drawn to impact investing

    Liverpool Partners, a private equity firm with an impact investing arm, says the socially conscious investor pool is growing among the nation’s rich.

    • Updated
    • Carrie LaFrenz

    February 2021

    Viridios Capital chief executive and co-founder Eddie Listorti.

    Ex-ANZ commodities guru partners up with S&P Global Platts

    Eddie Listorti, the bank’s former global head of fixed income, currencies and commodities, is back in the limelight.

    • Sarah Thompson, Anthony Macdonald and Tim Boyd
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    January 2021

    Nicolai Tangen.

    How to run a $1.7 trillion investment fund

    The flashy former hedge fund manager that runs Norway's gargantuan sovereign wealth fund explains his decision-making process.

    • Richard Milne

    November 2020

    Alex Dunnin

    Pandemic a real-time experiment on ESG investing

    This year provided a real-time laboratory to test the effectiveness of ethical investing and for many investors the results confirmed their original beliefs.

    • Christopher Niesche

    October 2020

    Zara Marais invests with an ethical lens.

    The young scientist putting her money where her morals are

    For 30-year-old environmental scientist Zara Marais, investing is about making sure her money has a social impact in line with her values.

    • Aleks Vickovich

    March 2020

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    What Andrew Thorburn is doing now

    After a year's sabbatical, the former NAB boss is hoping to bring his "humanity" to a new role with an impact investor in human services.

    • James Eyers

    November 2019

    Radek Sali, former boss of Swisse Vitamins, whose family office focuses on 'impact' investments.

    For Radek Sali, impact investing starts with George Calombaris

    The Swisse vitamins boss says investing with a social conscience can save capitalism, and wants his troubled restaurant investment to lead by example.

    • Michael Bailey