Winners announced in inaugural $170 million investment advisor Challenge
Congratulations to Koda Capital and Australian Impact Investments — joint winners of the Endowments for Impact Challenge! These firms stood out among six exceptional finalists, competing for the opportunity to manage a combined $170 million investment pool at our Grand Finale event in Sydney on 27 March 2025. Watch the event recording below.
The Endowments for Impact Challenge is a groundbreaking initiative designed to push the boundaries of how Australian trusts and foundations invest their assets.
Through a collective open tender competition, we’re challenging the nation’s investment advisors to lead the way by showing trusts and foundations how they can best align their investments with their values and use their corpus to build a better world.
Our goal? To reshape the future of charitable endowments by promoting gold-standard responsible investment advice tailored to the needs of the philanthropic sector.
The challenge will...
Showcase demand
Highlight the need for credible, responsible investment advice among Australian trusts and foundations.
Engage and evaluate
Help trusts and foundations to select and assess financial sector professionals who align with their mission and values.
Inspire innovation
Encourage ambitious, innovative and effective approaches to responsible investment within the philanthropic and financial sectors.
Foster collaboration
Promote better collaboration and transparency in the investment practices of trusts and foundations.
