Responsible Investing (RI) in Australia
Invia Wealth Partners’s mission is to give clients the confidence to do what matters.
What matters to an increasing number of clients is the ability to invest for the dual goal of performance and purpose.
Responsible investing is an ever-evolving market and our RI approach covers socially
responsible investing, ESG integration, stewardship and engagement of capital, impact
investing, values-based investing and ethical investing. Invia Wealth Partners was the first
private wealth manager in Australia to develop an RI framework to help our client invest
responsibly.
Our framework comprises four main pillars:
- Identify – we Identify the ESG risks and opportunities associated with investments offered on our platform, regardless of asset class or access format.
- Influence – we aim to engage with and advocate to companies and funds and drive positive outcomes and returns for our clients.
- Impact – access to impact investing opportunities that deliver positive measurable social or environmental outcomes.
- Individualise – we understand that no two clients are the same. Each client has their own unique set of principles, ethics and values, which can change and evolve over time and through generations. We will personalise your portfolio to align with your values.
Invia Wealth Partners’s Responsible Investment Policy and Framework
Invia Wealth Partners’s responsible investment framework is aligned to global best practice in private wealth and Principles for Responsible Investment (PRI), helping clients invest for performance and purpose.
“Every single client has a view of the world and what is important to them, whether they’re an ultra high net worth individual, family office or a for-purpose or charitable organisation. But it hasn’t always manifested in their portfolio and that is what’s changing. People are going from talking about responsible investing, and what their ethics and principals and values are, to actually wanting them reflected in the way they invest.”
– MichaeL Davies, Head of Alternative Investments & Responsible Investing
Invia Wealth Partners Responsible Investing Framework
Our approach is a progression, commencing with the responsible investing value Invia Wealth Partners delivers to clients through research, insights and advocacy through to the ability of the client to reflect their individual values in their portfolios. Invia Wealth Partners’s responsible investing framework is fully embedded into our research and investment process at an asset class level and within the fund selection process.
Your Responsible Investment Partner
Invia Wealth Partners aspires to maintain our role as a leader in RI in private wealth across Australia underpinned by our continued investment in the people and partnerships to deliver to our clients high-quality RI insights, thought leadership, investment research and advocacy.
With over $45Bn funds under management, Invia Wealth Partners has deep experience and expertise in tailoring portfolios to ensure an alignment of invested capital, values, ethics, and purpose.
To find out more about how you can partner with Invia Wealth Partners to invest for performance and purpose please contact us.
Become an Invia Wealth Partners client
Join a private wealth management company with the industry-leading services, resources and network to help you
enhance and preserve your wealth.
Now and for generations.