Investment Strategy

At Conscious Investment Management we believe assets that have fundamental social and environmental value can deliver stable and defensive financial returns.

While we recognise that some areas of social and environmental need are not amenable to profit-seeking capital, we have identified three broad areas we believe have actionable investment opportunities and can generate attractive financial returns.

Environment & Climate

Climate change is now affecting every country on earth, disrupting national economies, and impacting millions of people. The evidence behind the need to take urgent action is stronger than ever. The good news is that affordable and scalable solutions exist that will enable people, businesses, and countries to quickly transition into being clean and resilient.

Case Study

Corresponding UN Sustainable Development Goals

  • UN Sustanability Development Goal 07 - Affordable and Clean Energy
  • UN Sustanability Development Goal 14 - Life Below Water
  • UN Sustanability Development Goal 15 - Life on Land

Health & Education

An ageing population, rising levels of obesity, and dramatically increasing property prices globally are straining public services. Health, housing, and education are fundamental human needs. Improving access for individuals in-turn improves their wellbeing, self-worth, and ability to take greater control of their lives.

Case Study

Corresponding UN Sustainable Development Goals

  • UN Sustanability Development Goal 03 - Good Health and Well-Being
  • UN Sustanability Development Goal 04 - Quality Education
  • UN Sustanability Development Goal 10 - Reduced Inequalities

Social Infrastructure

Both our society and the notion of democracy more broadly are built on the idea that all people should share in economic progress. Despite a time of unprecedented economic growth, many people in Australia and globally are being left behind. Sustainable economic growth means all should benefit from development equitably – across housing, jobs, and economic access.

Case Study

Corresponding UN Sustainable Development Goals

  • UN Sustanability Development Goal 08 - Decent Work and Economic Growth
  • UN Sustanability Development Goal 11 - Sustainable Cities and Communities

Impact Partner model

To address these target areas, we partner with knowledgeable and like-minded groups to originate and manage investments; we call this our “Impact Partner” model. This model is designed to combine our impact investing experience with the frontline experience of our Impact Partners, and is core to what we do.

  1. 1

    First, we collaborate with our Impact Partners to understand peoples’ and society’s needs in our investment sectors. This ensures we are led by those with lived experience.

  2. 2

    Once we have clearly identified the opportunities, we bring our impact investing experience and investment capital to structure, due diligence and invest into assets that address these needs.

  3. 3

    To have the greatest impact, we work closely with our Impact Partners in the ongoing management of our assets. This ensures our investments deliver the positive social and environmental impact we intend.

Investment Policy

Our Investment Policy describes our approach to impact investing and investment strategy in further detail. The Policy covers our investment objectives and process, as well as our approach to impact measurement and reporting, governance, and how we integrate impact into our own operations. The Policy applies to all investments made by CIM regardless of fund, sector or geography and is reviewed at least annually.