Our deep expertise and experience in the for-purpose sector is highly regarded and well demonstrated.
- We currently advise more than 250 individual philanthropic families/clients on their structured giving.
- We are a trusted advisor and manager of more than 650 charitable trusts and foundations, with a total of $2.5billion in FUM.
- We lead best practice funding through our responsible distribution of over $100m of sector funding annually.
- We have on-going relationships with over 2,500 for purpose and charitable organisations nationally, including having a key focus area of funding for children and young people.
Partnership Approach
We champion our for-purpose clients and their causes to the best of our ability, through leveraging our extensive resources, philanthropic expertise and networks. Equity Trustees intends to work with you in a partnership. For example, we would anticipate making introductions to like-minded donors and social innovators, and provide regular engagement with our experienced granting team to share developments in best practice approaches.
Adviser/Relationship Team
Our client service team has extensive knowledge of investment management practices and in particular, we understand the unique opportunities and challenges faced by for purpose organisations such as creating sustainable revenue streams. A dedicated relationship manager, is your primary contact at Equity Trustees for any queries or requests for information, and provide ongoing advice and reporting.
Specialist Asset Management Team
Our in-house asset management team comprises specialist Australian Equities and Fixed Income managers supported by research analysts and client portfolio dealer. The team manages tailored investment portfolios for charitable, corporate and private clients and specialise in funds management for tax exempt entities and structures. Our overarching approach is based on long-term considerations rather than short-term fluctuations.
We aim to deliver performance that meets our client’s expectations and risk/reward profile. To achieve this we combine in-house capabilities with the best external domestic and international fund managers that are diversified both across and within asset classes.
We currently provide investment management services on behalf of over 600 NFP clients. Total charitable funds under management is $2.5billion.
We also act as Trustee and investment manager for many well-known, perpetual charitable foundations. For these foundations, we are responsible for providing all Trustee services in partnership with the Co-Trustees, including secretariat, granting strategy development, governance and investment management.
Ethical and impact-focused investing
Equity Trustees manages a bespoke Charitable Australian Screened Equities fund for values focused clients whose investment policy specifically excludes investments such as in gaming, alcohol, tobacco and defence sectors and companies whose income is sourced from prostitution.
We currently manage over $300million of FUM on behalf of over 30 clients with specific ethical overlays or exclusions.