One of Australia’s oldest not-for-profit child welfare organisations, which supports children and families throughout the country, has awarded a mandate to manage half of its investment portfolio to Equity Trustees.
is committed to improving the lives of at-risk children, young people (including those in foster care) and families and has been operating for nearly 170 years.
Commenting on the partnership, Equity Trustees Head of Asset Management
Darren Thompson said: “Equity Trustees is delighted to have been appointed to support OzChild in its goal of seeing that all children and young people are safe, respected, nurtured and reach their full potential.
“The mandate appointment demonstrates that our work in the philanthropy sector, combined with our asset management services, is a compelling offer to for-purpose partners looking for a values-aligned partner with strong governance, investment management track record and value-added offerings.”
OzChild Chief Executive Officer Dr Lisa J Griffiths said Equity Trustees was selected due to its expertise and depth of experience in working with the not-for-profit sector.
“As a for-purpose organisation, a key factor in our selection process was the value-added services Equity Trustees offers in combination with its investment services,” Dr Griffiths said.
Equity Trustees aims to deliver performance for clients through a combination of in-house Australian equities and fixed income capabilities, combined with the best external domestic and international funds.
It currently provides investment management services on behalf of over 650 philanthropic trusts and for-purpose clients, with total charitable funds under management of $2.5 billion. In addition, it offers trustee services for many well-known charitable foundations, including secretariat, granting strategy development, governance and investment management.
provides quality services that make a real and lasting difference to Australian children and families. Its work includes foster and kinship care support and the delivery of evidence-based programs to strengthen and repair relationships and build a brighter future for young Australians.
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Equity Trustees was established in 1888 for the purpose of providing independent and impartial Trustee and Executor services to help families throughout Australia protect their wealth. As Australia’s leading specialist trustee company, we offer a diverse range of services to individuals, families and corporate clients including asset management, estate planning, philanthropic services and Responsible Entity (RE) services for external Fund Managers. Equity Trustees is the brand name of EQT Holdings Limited (ABN 22 607 797 615) and its subsidiary companies, publicly listed company on the Australian Securities Exchange (ASX: EQT) with offices in Melbourne, Bendigo, Sydney, Brisbane, Perth, London and Dublin. Philanthropy services are provided by Equity Trustees Wealth Services Limited (ABN 33 006 132 332) (AFSL 234528), part of the EQT group of companies.