Melior Investment Management

What Melior Investment Management does

Melior Investment Management is a Sydney-based boutique fund manager founded in 2018 that operates as a single-product impact investment firm. It manages the Melior Australian Impact Fund (ARSN 634 081 744), a registered managed investment scheme that invests in Australian and New Zealand listed equities, targeting competitive long-term returns alongside measurable positive social and environmental outcomes aligned to the UN Sustainable Development Goals (SDGs). The company's core product is concentrated around seven investment focus areas: circular economy, natural capital, sustainable communities, decarbonisation, equality and education, economic participation, and health and wellbeing. The investment process is built on proprietary frameworks — including a Multi-Dimensional Impact Framework, a Gender Lens Investing Framework (GLIF), and a Climate Action Transition Framework (CATF) — supplemented by an in-house certified carbon calculator estimating Scope 1/2/3 emissions for ASX300 companies, a proprietary ASX300 Gender Benchmark, and a proprietary language processing tool used to surface corporate culture signals from report disclosures.

The firm's go-to-market is a sales-led wholesale distribution model. Direct investors must qualify as wholesale investors with a minimum $50,000 investment via an online application form, while the fund is also distributed through nine licensed Australian wealth platforms — AMP North, eXpand (Insignia), Hub24, IOOF Employer Super, Macquarie Wrap, MLC Wrap, Netwealth, Rhythm (Insignia), and Praemium — enabling retail and advised access. The Trust Company (RE Services) Limited acts as the Responsible Entity and issuer of units, while Melior operates as a corporate authorised representative of Perennial Value Management Limited via Perennial Better Future Pty Limited, part of Perennial Partners Limited's multi-boutique structure. Revenue is generated through recurring management fees on AUM, with a 9-person team based at Level 27, 88 Phillip Street, Sydney, and the firm's offering is geographically restricted to Australia and New Zealand only.

Name

Melior Investment Management

Legal name

Melior Investment Management Pty Ltd

Website

https://meliorim.com.au

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Melior Investment Management is a Sydney-based boutique that manages the Melior Australian Impact Fund, investing in Australian and New Zealand listed equities to deliver competitive returns alongside positive social and environmental outcomes aligned to the UN SDGs.

Ownership category

akta.pro rank

Product category

Impact Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Values-Based/ESG & Impact-Focused RIAs (FSAAACAK)

akta.pro secondary industry

Multi-Asset ESG / Sustainable Allocation Strategies (FSAAAJAK)

Keywords

• Impact investing
• ESG investment management
• Sustainable equity funds
• Gender lens investing
• Climate transition investing

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Fund Management Fees: Melior Investment Management acts as the Investment Manager for the Melior Australian Impact Fund (ARSN 634 081 744), earning management fees on assets under management. The fund is a registered managed investment scheme with The Trust Company (RE Services) Limited as the responsible entity.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Melior Investment Management acts as the Investment Manager of the Melior Australian Impact Fund (ARSN 634 081 744), a registered managed investment scheme that invests in Australian and New Zealand listed equities. The fund targets competitive long-term market returns alongside measurable positive social and environmental impacts aligned to the UN Sustainable Development Goals, applying proprietary impact, gender lens and climate transition frameworks. The product is offered to wholesale investors directly and through licensed Australian investment platforms.

Product overview

Melior Investment Management operates as a single-product impact investment firm offering the Melior Australian Impact Fund. The fund is a registered managed investment scheme that combines financial return objectives with rigorous ESG and impact assessment, applying proprietary frameworks including the Gender Lens Investing Framework (GLIF) and Climate Action Transition Framework (CATF). The fund invests in Australian and New Zealand companies contributing to seven Investment Focus Areas: Circular economy, Natural capital, Sustainable communities, Decarbonisation, Equality and education, Economic participation, and Health and wellbeing. Investors can access the fund directly as wholesale investors (minimum $50,000) or through various platform partners including AMP North, Hub24, Macquarie Wrap, MLC Wrap, Netwealth, and Praemium.

Differentiator

Problem solved

Functional benefit

Products and services

• Melior Australian Impact Fund A registered managed investment scheme (ARSN 634 081 744) that invests in Australian and New Zealand listed equities, seeking competitive market returns alongside positive social and environmental impacts aligned to the Sustainable Development Goals. The fund applies deep impact and ESG research, the Gender Lens Investing Framework (GLIF), the Climate Action Transition Framework (CATF) and a proprietary carbon calculator, and is offered to wholesale investors (minimum A$50,000) directly and to retail investors via licensed platforms.

Quantifiable outcome

• Melior portfolio has higher proportion of companies with Reconciliation Action Plans (RAPs) compared to ASX300 (21% vs 10% as at 31 December 2019)
• +1 more outcomes

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Feature6 records

Partnerships

Four partnerships are on record, tiered core and minor.

• The Trust Company (RE Services) LimitedcoreOthersThe Trust Company (RE Services) Limited (ABN 45 003 278 831, AFSL No 235150) acts as the Responsible Entity and issuer of units in the Melior Australian Impact Fund (ARSN 634 081 744). The responsible entity oversees fund compliance and governance.
• Perennial Better Future Pty LimitedcoreOthersPerennial Better Future Pty Limited (ABN 45 647 633 065) is part of Perennial Partners Limited, a house of specialist investment teams. Both appointed as corporate authorised representatives of Perennial Value Management Limited.
• Perennial Value Management LimitedcoreOthersPerennial Value Management Limited (ABN 22 090 879 904, AFSL 247293) is the CAR (Corporate Authorised Representative) entity (CAR 1293136, CAR 1293138) under which Perennial Better Future and Perennial Partners operate as authorised representatives.
• Unit Registry OnlineminorOthersInvestor portal and transaction platform for existing investors to view and transact on holdings, update details, and view correspondence.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Pendal Group: Large Australian investment manager with a dedicated responsible investment/ESG equities capability. Comparable in providing ESG-screened Australian equities products to wholesale and advised clients, though as part of a broad multi-asset manager.
• BlackRock Australia: Global asset manager with extensive ESG/sustainable product range including iShares ESG ETFs and active sustainable equities. Comparable as an ESG competitor with global scale and aggressive distribution, but not a specialist boutique.
• AllianceBernstein (Sustainable Equities): Global active manager with a dedicated sustainable/impact equities capability (e.g., AB Sustainable Global Thematic). Comparable as a sophisticated impact-equities competitor, though much larger and global in scope.
• Vanguard Investments Australia: Operates the Vanguard Ethically Conscious Funds and broader ESG ETF range in Australia. Comparable as an ESG investment competitor benefiting from scale and low fees, though not a deep-impact active manager.
• Perpetual Limited (Ethical/SRI funds): Major Australian asset manager offering responsibly invested and ethical strategies across equities and multi-asset. Comparable as an established competitor in Australian responsible investment, but operates at far greater scale and across many non-impact strategies.

Emerging players

• BetaShares: Leading Australian ETF issuer with a growing suite of ESG/sustainability-themed ETFs (e.g., ETHI, FAIR). Comparable as a competing ESG access vehicle for Australian investors, but delivered via passive/low-cost ETFs rather than active impact strategies.
• Regnan: Australian responsible investment advisory and research house (origin tracing to AMP Capital) — also notable as a former employer of CIO Tim King. Comparable as a peer in ESG research and engagement, though more focused on advisory/research than directly competing AUM.
• Australian Unity Wealth & Capital Markets: Australian mutual offering responsible investment and impact-aligned managed funds. Comparable as a domestic impact-investing competitor serving retail/wholesale investors, though within a broader health, banking and wealth group.

Others

• Maple-Brown Abbott: Australian boutique active equities manager with a focus on ESG integration and quality Australian/NZ companies. Comparable as a fellow boutique active manager in the same geography, with overlapping institutional and platform distribution, though not impact-mandated.

Direct peers

• Australian Ethical Investment: Australia's largest dedicated ethical/impact investment manager (ASX-listed), offering diversified, equities, and fixed income strategies with strict negative/exclusion screens. Highly comparable as a specialist impact manager in the same geography, though materially larger and broader in product set.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/melior-investment-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Melior Investment Management