Our Story • Our Mission • Our Team

Building Australia's
investment future.

Institutional-grade investment management with measurable social impact across Australian communities.

Our Mission

To deliver institutional-grade investment returns while creating measurable positive social impact across Australian communities. We believe financial success and social good are complementary forces driving sustainable change.

Our Vision

To be Australia's leading social impact investment firm, recognized for generating consistent returns while addressing critical social challenges. We envision a future where all investment decisions consider both financial and social outcomes.

Our Track Record

$127M
Assets under management
8.6%
Average annual return
450+
Wholesale investors

Leadership Team

Our experienced leadership combines decades of expertise in investment management, risk oversight, and social impact measurement.

Sarah Chen

Chief Executive Officer

MBA (Wharton), CFA

15+ years leading investment management teams across Asia-Pacific markets. Previously Managing Director at Goldman Sachs Australia. Sarah is responsible for SIA's strategic direction, ensuring institutional-grade investment management while maintaining focus on measurable social impact outcomes.

Contact: sarah.chen@siafundmanagement.com

Michael Torres

Chief Investment Officer

PhD Finance (ANU), CFA

20+ years in portfolio management and institutional investing. Former Head of Fixed Income at Macquarie Asset Management. Michael oversees SIA's investment strategy, portfolio allocation, and risk management for the Hybrid Managed Investment Scheme.

Contact: michael.torres@siafundmanagement.com

Emma Fitzgerald

Head of Social Impact

MSc Social Policy (Oxford)

12+ years in impact measurement and ESG investing. Former Director at Impact Investing Australia. Emma leads SIA's social impact measurement and reporting, ensuring transparent outcomes tracking and community engagement.

Contact: emma.fitzgerald@siafundmanagement.com

David Kim

Chief Risk Officer

Masters Risk Management (UNSW), FRM

18+ years in risk management and regulatory compliance. Former Principal at APRA's Investment Division. David oversees all risk management, compliance, and regulatory requirements for SIA's investment operations.

Contact: david.kim@siafundmanagement.com

Governance & Compliance

ASIC Regulation

Licensed under AFSL 339844 with full regulatory compliance and oversight.

ABN: 30 127 962 976

AFSL: 339844

Regulator: ASIC

Status: Current and compliant

Independent Oversight

Independent board with quarterly meetings and strategic governance.

• Independent board meetings quarterly

• External audit by PwC Australia

• Quarterly investor reporting

• Transparent impact measurement

Risk Management

Comprehensive risk frameworks and investor protection.

• Institutional-grade risk frameworks

• Regular compliance monitoring

• Professional indemnity insurance

• Comprehensive investor protection

Social Impact Approach

We believe sustainable social change requires patient capital, measurable outcomes, and collaborative partnerships across Australian communities.

Investment Focus Areas

Housing

Affordable housing and infrastructure

Education

Training and workforce development

Healthcare

Mental health and community services

Environment

Renewable energy and sustainability

Impact Measurement

We use internationally recognized frameworks to measure and report on social impact transparently.

SDG
UN Sustainable Development Goals
IRIS+
IRIS+ Impact Measurement
GRI
Global Reporting Initiative

Ready to learn more?

Discover how our institutional-grade approach delivers consistent returns while creating meaningful social impact.

Important Disclaimer: This website contains general information only and does not constitute personal financial advice. Past performance is not indicative of future results. All investments carry risk and potential for loss. SIA (Social Investment Australia ltd) (ABN 30 127 962 976) is licensed under AFSL 339844. This information is intended for wholesale investors only as defined under the Corporations Act 2001.