At the Fremantle Foundation, our investment philosophy is consciously aligned with our values.
That’s why we’ve committed to our investment portfolio being responsibly invested by 2021.
To assist us in this commitment, we have appointed Boutique Advisers– one of WA’s leading financial advisory firms. With their assistance, we now actively seek out ethical investments with not only a strong financial return but also a positive social or environmental impact, guided by the UN Sustainable Development Goals.
Responsible Investing
Investment Governance
We recognise that the stewardship of our community’s philanthropic assets is a significant responsibility.
Our philanthropic assets are overseen by an Investment Committee to ensure that the portfolio meets financial and ESG (Environmental, Social and Governance) objectives in accordance with our Investment Policy and our Impact Evaluation Framework.
Investment Objective
Our responsible investing approach aims to contribute to a stronger, fairer and more sustainable world; improve the overall financial returns of the portfolio; and increase our investment strategy’s alignment with the values of our giving community.
Financial Performance
Our investment portfolio, established in 2015, has continued to perform strongly.
For more information on up to date returns please email admin@fremantlefoundation.org.au