In October 2024, six leading Australian philanthropic trusts and foundations joined forces to launch Australia’s first collective open tender competition to identify and challenge the best responsible and mission-driven investment advisors.

Together, we released a request for proposals, assessed over 20 applications from investment advisors around the country and shortlisted six finalists:

• Argus Advisory

• Australian Impact Investments

• Ethinvest

• Evans & Partners

• Koda

• LGT Crestone

Koda Capital and Australian Impact Investments were awarded joint winners of this inaugural Challenge, with Evans & Partners winning the People’s Choice Award.

These firms stood out among the 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.