Case Study 2 | Industry Super Fund
DEMAND FOR IMPACT INVESTMENTS FROM UNDERLYING CLIENTS
Description
MEGATRENDS
- Climate Transition.
- Diversity, Equity, and Inclusion.
- Transformative Technologies.
OVERVIEW
By investing in high-quality impact investment managers, both in developed and emerging markets around the world, the Fund provides diverse exposure to multiple asset classes and economies, which may enhance return potential, reduce overall portfolio volatility and diversify the impact outcomes of the fund.
INVESTOR PROFILE – INDUSTRY SUPER FUND
A leading industry super fund was looking to align the social and environmental outcomes of their investments with the interest of their members. As a key part of the mandate the Super Fund wanted the portfolio to have a minimum allocation of 50% of it’s core exposure to Australia but remained flexible to have the remaining 50% to be exposed to opportunities across geographies and impact themes.
TARGET MANDATE SIZE
AU$ 200 million.
ASSET CLASS
Multi-Asset.
Info
