Institutional-grade investment management with measurable social impact across Australian communities.
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.
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 experienced leadership combines decades of expertise in investment management, risk oversight, and social impact measurement.
Chief Executive Officer
MBA (Wharton), CFA
15+ years leading investment management teams across Asia-Pacific markets. Previously Managing Director at Goldman Sachs Australia.
Chief Investment Officer
PhD Finance (ANU), CFA
20+ years in portfolio management and institutional investing. Former Head of Fixed Income at Macquarie Asset Management.
Head of Social Impact
MSc Social Policy (Oxford)
12+ years in impact measurement and ESG investing. Former Director at Impact Investing Australia.
Chief Risk Officer
Masters Risk Management (UNSW), FRM
18+ years in risk management and regulatory compliance. Former Principal at APRA's Investment Division.
Licensed under AFSL 339844 with full regulatory compliance and oversight.
ABN: 30 127 962 976
AFSL: 339844
Regulator: ASIC
Independent oversight with quarterly meetings and strategic governance.
• 3 Independent Directors
• 2 Executive Directors
• Quarterly Meetings
Annual independent audits with quarterly investor reporting.
Auditor: PwC Australia
Last Audit: June 2024
Opinion: Clean
We believe sustainable social change requires patient capital, measurable outcomes, and collaborative partnerships across Australian communities.
Affordable housing and infrastructure
Training and workforce development
Mental health and community services
Renewable energy and sustainability
We use internationally recognized frameworks to measure and report on social impact transparently.
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.