Aligning our actions with our purpose is fundamental to the way we work at The Wyatt Trust.
Aligning our actions with our purpose is fundamental to the way we work at The Wyatt Trust. From our grant making to the way we make and manage our investments we believe philanthropy has a responsibility to direct all its resources towards positive outcomes for people and our planet.
There are three components to our investing approach:
We actively position our portfolio for positive impact in the areas of equality, social justice and sustainability. We are committed to learning and adapting to changes both in the market and in a societal context and our choice of fund manager is guided by these principles. Where we may be holding an investment that is misaligned with our values, we will consider whether advocacy could have a greater impact than divestment.
Impact investments generate positive social impact as well as a financial return. Wyatt became an impact investor to ensure positive outcomes beyond our grantmaking.
Recent impact investments have included the Newpin SA Social Impact Bond, the Australian Unity Specialist Disability Accommodation Fund, For Purpose Investment Partners and Conscious Investment Management Social Housing Fund.
The Wyatt Trust is in a unique position to invest in our local economy in a way that traditional investors cannot or will not.
The Catalytic Local Investment Fund invests in for-purpose local businesses and enterprises that advance the wellbeing economy. These investments have a financial return that is proportionate with the impact they aim to generate.
