Melbourne Based Responsible Investment Firm
We are a Melbourne based boutique investment firm focused on sustainable and ethical, long-term investments in Australia, New Zealand and around the world.
We operate the ELMRI ANZ Conviction Fund and the ELM Responsible Investments Global Fund. Both funds operate like business owners, and have a long-term investment horizon, investing in the most exciting growth and impactful companies while also focusing on strong long-term capital appreciation for our unit-holders. We are guided by the United Nation Sustainable Development Goals and follow the Impact Management Project’s Classification System and consider the five dimensions of impact to ensure we invest in the most impactful companies. We also follow our Investment Framework to identify and invest in the highest quality companies with sustainable competitive advantages, with strong long-term risk-return metrics with positive skew.
Our other services include portfolio management and corporate sustainability research. To find out how we can help get in touch.
Sustainable investments deliver results
Just because a company is profitable and generates significant revenue, we maintain the conviction that it should not automatically warrant additional capital. Instead, at Elm Responsible Investments, we are steadfast in our commitment to allocate funds towards companies that not only excel financially but also demonstrate a profound commitment to addressing pressing societal issues outlined by the United Nations Sustainable Development Goals. We firmly believe that investing in such purpose-driven endeavors can be accomplished without having to compromise on the potential for attractive returns.
A long-term view
At Elm Responsible Investments, we take pride in our commitment to investing in well-managed and responsible companies that prioritize both risks and returns. Our investment approach refuses to rely solely on the index, allowing us to make balanced and informed decisions that align with our clients' values. By combining sustainable and ethical investing with growth strategies, we embrace the forward-thinking mindset required to navigate the ever-evolving market landscape. Our clients' financial goals are intimately connected with their values, and we strive to unite these two aspects to create a solid foundation for their long-term success.
Partnerships
At Elm Responsible Investments, our dedicated team collaborates with you to effectively manage environmental, social, and governance (ESG) issues throughout your diverse portfolio. By working closely with companies, we aim to proactively address pressing concerns and mitigate potential risks, ensuring a sustainable and prosperous future. Our comprehensive approach enables us to navigate the evolving landscape of responsible investing, mitigating negative impacts while seizing opportunities for positive change. Together, we forge a path that aligns financial returns with responsible business practices, balancing profit with purpose for the long-term benefit of both your investments and the broader community.