AUSTRALIAN IMPACT INVESTING

Melior Investment Management (Melior) is a Sydney based Australian impact investment manager that is committed to driving positive change. We do this by investing in companies that are having a positive impact and influencing companies to do better. Through our Australian Impact Fund, we offer investors the opportunity to use their financial power to help bring about change.

Connecting head and heart

Melior was established in 2018 by Lucy Steed and Tim King with backing from the founders of Adamantem Capital, Rob Koczkar and Anthony Kerwick.  After scanning the market, they saw a gap for an Australian equities impact investment manager.  They have formed a team of experienced investment professionals who share a common goal – to be part of the change they want to see in the world. With their skills and experience in investment management they seek to leverage the power of capital and corporations to bring about change. The Melior Australian Impact Fund realises their vision of taking impact investing mainstream.

Melior is a member of Responsible Investment Association Australasia (RIAA) and is also a signatory to the Principles for Responsible Investing (PRI) and a supporter of the Task Force on Climate-related Financial Disclosures (TCFD).

Meet our team

Melior is a proud supporter of Social Ventures Australia (SVA) – a not-for-profit organisation that works with partners to alleviate disadvantage in Australia.
SVA’s CEO, Suzie Riddell, sits on Melior’s Advisory Council to provide strategic insights on ESG (environmental, social and governance) challenges and opportunities

Beliefs

Capital markets and corporations have a central role to play in building a better, more sustainable future.

We can help build a better future by investing in companies that are aligned to the United Nations’ Sustainable Development Goals.

Purpose driven companies that address long-term global trends such as resource scarcity and climate change will achieve long-term outperformance.

By investing for the longer term and engaging actively with management, we can influence companies to make positive changes that help deliver sustainable returns.

We can better assess risks and opportunities by doing our own deep due diligence and in-house rigorous research.

We can identify high quality companies with strong financials using a disciplined bottom up approach.

Companies with materially poor ESG credentials have the potential for underperformance and are best avoided in order to minimise risk.

Companies that consider social and environmental impacts as well as financial risk and return have a long-term competitive advantage.

We can better assess risks and opportunities by doing our own deep due diligence and in-house rigorous research.

We can identify high quality companies with strong financials using a disciplined bottom up approach.

Companies with materially poor (ESG) credentials have the potential for underperformance and are best avoided in order to minimise risk.

Companies that consider social and environmental impacts as well as financial risk and return have a long-term competitive advantage.

Values

Our team:

Believes creating a better world requires passion, courage and leadership

Actively collaborates with investors, companies, civil society and each other

Do what they say and acts with integrity

Treats others with respect and seeks diversity

Are self-starters and persistent

Are long-term focused and have high conviction in decisions

Are deeply analytical, curious and open minded

Has a relentless dissatisfaction with the status quo and are always striving to improve

Melior Investment Management was included in the Climate Active Carbon Neutral certification of the Adamantem Capital business (of which it formed part) for the 2018/19 financial year. The operations of the Adamantem Capital business have been certified as Carbon Neutral by Climate Active against the Climate Active Carbon Neutral Standard (for organisations) for the 2018/19 financial year. Adamantem Capital is a proud member of the Climate Active Network.

The Public Disclosure Summary for our 18/19 financial year can be read here.