Joint Statement by Baillieu Limited Chairperson David Trude and Managing Director Gavin Powell

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Within EL&C Baillieu Philanthropic Services, we have three primary aims:

 

  1. To be a leading provider of philanthropic services to the not for profit sector;

  2. To encourage and enable clients to give effectively and to invest with impact; and

  3. To engage staff by supporting causes they are passionate about.

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Within EL&C Baillieu Philanthropic Services, we have three primary aims:

 

  1. To be a leading provider of philanthropic services to the not for profit sector;

  2. To encourage and enable clients to give effectively and to invest with impact; and

  3. To engage staff by supporting causes they are passionate about.

Investment Management and Strategic Advice

We have a deep understanding of the issues that are relevant to this sector. Our experience includes providing advice on the creation and development of investment policy statements, establishing governance frameworks, providing ongoing asset allocation & investment advice including tax effective income strategies, portfolio administration and performance reporting.

We can help advise on how to create strong investment policies, develop ethical/socially responsible investment portfolios as well as strengthening financial governance and provide insights on social impact investing

Many of our NFP accounts are long-term, multi-generational relationships. We understand their operations, their staffing, their projects, their goals, and how in managing their corpus, they must balance the needs of the present against the interests of future beneficiaries. We are proud to help these organisations.

We also lend our advice to several NFP investment committees – whose organisations operate in environmental, educational, community and aged care support. These corpus amounts can be quite large, and we provide counsel to the investment committees on how best to achieve their investment goals in a way consistent with their investment policies.

In a voluntary capacity we have served on a number of boards, finance committees, investment committees and advisory boards – with experience across foreign aid and development, education, religious organisations, sporting bodies, children with disabilities and foundations.

Ethical and Impact Investing

We look to partner with outstanding organisations that can structure investment opportunities to  use investment portfolios for greater impact in a user-friendly way.

For example, the IIG impact Alternatives Fund is a diversified fund offering low-correlation investment strategies, designed to catalyse significant environmental and social benefits and to be attractive to a broad range of wholesale investors. Altiorem is a not-for-profit library and resource centre that can help clients and advisers gain a solid understanding of critical sustainability issues and their relevance to business and finance.

 

We host leading fund managers to present on various investment strategies with an ethical overlay or charitable mission.

 

“EL&C Baillieu promotes four key strategies for effective giving back: impact philanthropy; efficient giving structures; effective investment strategies; and ethical-socially responsible investing”

– Malcolm Wood, Chief Investment Officer

Events & Networking

Here are just some of the events we have held recently:

 

 

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Private Client Philanthropy

We help advise, establish and run charitable vehicles that suit our private client’s sizes and needs: some choose to set up a sub-fund within a community Public Ancillary Fund (PuAF), while others are large enough to set up their own Private Ancillary Fund (PAF) and still others prefer a Charitable/Discretionary Trust structure.

 

 

 

EL&C Baillieu donates its services each week to help ShareGift Australia.

ShareGift is a registered charity which enables individuals to donate shares to charities quickly, cheaply (no brokerage) and efficiently.

We partner with Australian Philanthropic Services (APS) to provide advice on structured giving and deliver administration services to our clients’ choice of charitable giving structure including private ancillary funds, charitable trusts and sub-funds.  We also work with APS’ grantmaking experts to help support our clients make informed giving decisions and achieve impact on the causes they want to support. We are proud “Engaged” subscribers to Philanthropy Australia.

We have a strong relationship with Philanthropy Australia, having co-hosted a number of events.

Philanthropy Australia provides our advisers and clients with expert guidance on how to give effectively.

“Combining the principles of effective asset allocation and an ethical-socially responsible security selection process, we created the Baillieu Ethical-Socially Responsible portfolio.”

– Malcolm Wood, Chief Investment Officer

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