Australian Impact Investments

What Australian Impact Investments does

Australian Impact Investments (Aii) is a Sydney-based impact asset consulting firm founded in 2014 that provides advice exclusively to wholesale clients — family offices, charitable trusts and foundations, wealth advisors, and institutional investors — on integrating impact considerations across their investment portfolios. The firm operates through a four-phase modular framework (Educate, Establish, Implement, Monitor) and offers services including portfolio impact analysis, values-alignment workshops, impact strategy development, curated investment pipeline access, institutional due diligence, investment advisory reports, and ongoing performance monitoring. Underlying its work are three proprietary frameworks: the Impact Spectrum, a five-level classification system (May Harm, Avoid Harm, Benefit People & Planet, Contribute to Solutions, Catalyse & Contribute) with intentionality, additionality, and measurement criteria for higher classifications; the Responsible Investment Matrix (RIM), developed in 2021 to assess listed equity and fixed income funds; and the Impact Asset Framework, which triangulates risk, reward, and impact factors in evaluation.

The firm's business model combines retainer-based advisory subscriptions (providing ongoing access to curated pipelines and due diligence reports) with project-based consulting (impact analysis, workshops, public markets research), with fees determined by portfolio size and scope. Aii reviews approximately 120 private market and 150 public market opportunities annually and reports having facilitated over $357 million in capital shifted to impact across 70 private market deals. The firm operates as a Corporate Authorised Representative of Ethinvest Pty Ltd, its founding shareholder and parent entity, and is led by Managing Director Kylie Charlton (co-founder, 20+ years impact investing experience) with a small team. Research output includes annual Listed Equity and Fixed Income Reviews, an annual Impact Report, and thematic reports such as the 2025 Gender-Lens Investing publication, distributed primarily through content marketing, industry events, and referrals from existing clients and partner wealth advisors.

Name

Australian Impact Investments

Legal name

Australian Impact Investments Pty Ltd

Website

https://australianimpactinvestments.com.au

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Australian Impact Investments is a Sydney-based impact asset consulting firm that advises wholesale Australian family offices, charitable trusts and foundations, and wealth advisors on integrating impact considerations across investment portfolios using proprietary frameworks including the Impact Spectrum and Responsible Investment Matrix.

Ownership category

akta.pro rank

Product category

Impact Investment Advisory

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Impact Investing (Intentional, Measurable Social/Environmental Outcomes) (FSAAALAC)

akta.pro secondary industries

Sustainable Private Markets (Impact PE/VC, Private Credit, Infrastructure) (FSAAALAG), Private Banking Philanthropy & Impact Advisory (FSABADAJ)

Keywords

• Impact investing advisory
• Responsible investment consulting
• Portfolio impact analysis
• ESG investment research
• Impact asset consulting

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Retainer-based Advisory Services: Operates on a retainer basis with clients that access their pipeline and due diligence reports. Provides ongoing access to curated investment opportunities and ongoing monitoring services.
2. Project-based Consulting: Fees for specific services including portfolio impact analysis, values-alignment workshop, and access to public markets research. Fee determined based on number of investments in portfolio and scope of work.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Australian Impact Investments provides specialised impact investment advisory services to wholesale and institutional clients across a four-phase modular framework: Educate, Establish, Implement, and Monitor. Services include Portfolio Impact Analysis, Values-Alignment Workshops, Impact Strategy Development, curated Investment Pipeline access, Institutional Due Diligence, Investment Advisory Reports, and ongoing Performance Monitoring. The firm applies proprietary frameworks (Impact Spectrum, Responsible Investment Matrix, Impact Asset Framework) to integrate impact assessment with financial evaluation across private and public market opportunities.

Product overview

Australian Impact Investments (Aii) operates as a specialized impact asset consultant offering advisory services to charitable trusts, family offices, wealth advisors, and institutions. Their service offering centers on a modular framework comprising four phases: Educate, Establish, Implement, and Monitor. Core services include Portfolio Impact Analysis, Values-Alignment Workshops, Impact Strategy Development, Investment Pipeline curation (reviewing 120+ private and 150+ public market opportunities annually), Institutional Due Diligence, Investment Advisory Reports, and Performance Monitoring. They also publish proprietary research including the Responsible Investment Matrix (RIM) framework, Impact Spectrum classification system, annual Listed Equity and Fixed Income Reviews, and Impact Reports documenting client outcomes.

Differentiator

Problem solved

Functional benefit

Products and services

• Portfolio Impact Analysis
• Values-Alignment Workshop
• Impact Strategy Development
• Investment Pipeline
• Institutional Due Diligence
• Investment Advisory Reports
• Performance Monitoring

Quantifiable outcome

• 88% of Shortlist and Watchlist funds providing market-rate returns over 5-year period
• +2 more outcomes

Named customers8 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Ethinvest Pty LtdcoreOthersEthinvest is the parent company and Corporate Authorised Representative of Australian Impact Investments (Aii). Aii was founded in 2014 with the seed of an idea planted by Ethinvest, their founding shareholder. Aii operates as Corporate Authorised Representative (No. 464365) of Ethinvest Pty Ltd (AFSL No. 223718).
• BetasharesminorOthersKylie Charlton serves on the investment committee for Betashares Ethical Series, providing oversight and guidance on ethical investment products.
• Australian Development InvestmentsminorOthersKylie Charlton serves on the investment committee for Australian Development Investments, a $250 million DFAT-backed fund supporting international development investments.
• Impact FrontiersminorStrategic or Co-development PartnerImpact Frontiers (formerly Impact Management Project) frameworks informed Aii's proprietary Impact Spectrum and Responsible Investment Matrix methodologies.
• United Nations Principles for Responsible Investment (UNPRI)minorStrategic or Co-development PartnerUNPRI released guides for responsible investors in 2023 that align with Aii's Responsible Investment Matrix. Similar guidelines from UNPRI and GIIN affirming Aii's approach emerged in 2023.
• Global Impact Investing Network (GIIN)minorStrategic or Co-development PartnerGIIN released guides for responsible investors and listed equities working group research in 2023 that align with Aii's Responsible Investment Matrix. Their research on listed equities working group affirmed Aii's approach.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Perpetual Private: Australian wealth manager and trustee services business supporting foundations, trusts, and private clients with investment management and responsible investing services. Comparable to Aii on impact/responsible investment advisory for Australian foundations but as a much broader incumbent wealth manager.
• Cambridge Associates: Global investment consulting firm providing asset allocation, manager research, and impact investing advisory to endowments, foundations, and family offices. Overlaps Aii in impact advisory and due-diligence services for institutional Australian and APAC investors but operates as a much broader, multi-asset consultancy.
• Mercer Australia: Global investment consultancy with established Australian footprint advising super funds, endowments, and institutional investors on sustainable and impact investing. Comparable to Aii on the institutional impact advisory side but as a much broader incumbent offering general investment consulting rather than pure-play impact.

Direct peers

• BlueOrchard Finance: Global impact investment manager and advisor serving institutional investors with impact private debt, private equity, and InsuResilience strategies. Comparable as a specialist impact investment advisor with proprietary diligence frameworks serving foundations and institutional impact allocators.
• Triodos Investment Management: European impact investment manager running listed and private impact strategies with proprietary sustainability and impact assessment frameworks. Comparable to Aii as a specialist impact advisory and asset manager applying rigorous impact diligence across public and private opportunities for institutional clients.
• Bridges Fund Management: UK-based impact investment advisor and fund manager helping foundations, pension funds, and wealth managers design and manage impact portfolios. Comparable to Aii as a specialist impact advisory combining strategy, diligence, and ongoing portfolio management with proprietary impact frameworks.
• WHEB Asset Management: UK-based impact investing specialist managing listed equity and private impact strategies for institutional and advised wealth clients. Comparable to Aii as a dedicated impact asset manager/advisor publishing annual research and applying proprietary impact screening to both listed and private opportunities.
• Tideline: US-based consulting firm advising foundations, family offices, and institutional investors on impact investing strategy and diligence. Operates in the same impact-investment advisory niche with comparable services — strategy development, manager diligence, and impact measurement — for institutional impact allocators.
• Ethinvest: Australian values-aligned wealth advisory and parent/shareholder of Aii. Directly comparable as an Australian impact and responsible investment advisor serving foundations, family offices, and ethical investors with portfolio construction and screening services.

Emerging players

• Encourage Capital: US-based impact advisory and fund manager focused on catalytic capital strategies for environmental and social outcomes. Comparable to Aii as a specialist impact advisor and manager serving foundations and institutional impact allocators, though more focused on outcomes contracting and catalytic structures.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/australianimpactinvestments

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Australian Impact Investments