Advice on aligning investments with philanthropy | Australian Markets

One other values-based investing avenue has emerged as demand for specialist advice associated to aligning philanthropy and investment reaches an all-time high, in line with a specialist investment supervisor.

Chris Cuffe, co-founder and Chief Funding Officer at Third Hyperlink Funding Managers, mentioned financial advisers had more and more integrated investment methods with social affect and constructive benefit into their wealth management offering, as purchasers repeatedly regarded to generate wealth on the similar time as contributing to social outcomes.

Cuffe’s Third Hyperlink Development Fund has donated more than $22 million to charities aiding kids, training and social welfare since its inception in 2008.

“Investors are increasingly drawn to charitable and values-based investing. They rely on their professional advisers to guide them in structuring their giving while maintaining financial stability,” Cuffe mentioned.

“Many traders wish to incorporate accountable investment methods however hesitate resulting from issues about complexity.

“The Third Link Growth Fund offers a seamless solution- enabling investors to support charitable causes while maintaining strong financial returns. With a proven track record of competitive long-term performance, it’s an attractive option for clients looking to invest
with purpose.”

The fund leverages a distinctive model and payment construction, the place it invests in a portfolio of choose Australian equities managed by underlying investment managers whose management and efficiency charges are rebated and all internet proceeds of the fund are donated to partnering charities.

“This model allows investors to benefit from high-quality professional investment management and competitive returns while simultaneously supporting charitable causes- without any reduction in their investment capital or returns,” Cuffe mentioned.