WON News Archives - Wealth of Nations Advisors https://www.wealthofnations.com.au/category/won-news/ Wealth of Nations Advisors Wed, 04 Sep 2024 00:31:14 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.1 230909843 Impact Investing Conference Survey Results Released! https://www.wealthofnations.com.au/impact-investing-conference-survey-results-released/ Thu, 11 Jul 2024 03:42:54 +0000 https://www.wealthofnations.com.au/?p=85573 It’s clear there are a large number of impact investing ‘intrapreneurs’ within organisations that are looking to move their group forward in the space. They need to be supported or

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It’s clear there are a large number of impact investing ‘intrapreneurs’ within organisations that are looking to move their group forward in the space. They need to be supported or their organisations look to stand to lose significant intellectual capital in what will become an ever-increasing market. Most have less than 1% in impact, so significant room for growth, especially as nearly 80% want to increase their allocations over the next 5 years. And lastly, Private Markets are the asset type of choice, and within that, the asset class of choice in private equity.

To help move the needle, WON has set up a campaign on change.org#5by25 to lobby the Australian government to mandate Australian Super funds to have at least 5% of their total assets invested in impact investments.

Thank you for following our series!

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Update on the Frontier Advisors Annual Conference – 2024 https://www.wealthofnations.com.au/update-on-the-frontier-advisors-annual-conference-2024/ Tue, 09 Jul 2024 03:34:55 +0000 https://www.wealthofnations.com.au/?p=85568 Uwe Fuehrer, CEO of Wealth of Nations Advisors Pty. Ltd., had a fantastic time speaking at the Frontier Advisors Annual Conference – 2024! He was honoured to participate in Breakout

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Uwe Fuehrer, CEO of Wealth of Nations Advisors Pty. Ltd., had a fantastic time speaking at the Frontier Advisors Annual Conference – 2024! He was honoured to participate in Breakout Session 4: ‘Impact Investing – Dispelling Myths and Unlocking Opportunity,’ alongside Kate Temby and Fiona Reynolds. Special thanks to Marie Cardaci for her excellent job chairing the panel and to Frontier Advisors for the opportunity to share insights about impact investing. We eagerly await Frontier’s impact investing paper in July 2024. Check out the article they wrote on the next page for more insights!

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Wealth of Nations Impact Investing Conference Success https://www.wealthofnations.com.au/wealth-of-nations-impact-investing-conference-success/ Tue, 02 Jul 2024 03:10:01 +0000 https://www.wealthofnations.com.au/?p=85552 And with that, the Impact Investing Portfolio Hybrid Conference – Series 6 has come to an end. Our CEO, Uwe Fuehrer, delivered inspiring closing remarks to cap off the event.

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And with that, the Impact Investing Portfolio Hybrid Conference – Series 6 has come to an end. Our CEO, Uwe Fuehrer, delivered inspiring closing remarks to cap off the event. A heartfelt thank you to all the speakers and participants who made this event a success. Here’s an image of the incredible team behind it all.

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Fullerton Fund Management | Multi-Investor Virtual Teach-In https://www.wealthofnations.com.au/fullerton-fund-management-multi-investor-virtual-teach-in/ Thu, 20 Jun 2024 03:28:27 +0000 https://www.wealthofnations.com.au/?p=85563 Exciting News! Join us for a 𝗠𝘂𝗹𝘁𝗶-𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗩𝗶𝗿𝘁𝘂𝗮𝗹 𝗧𝗲𝗮𝗰𝗵-𝗜𝗻 tomorrow, June 21st, from 11:00 am to 12:15 pm. Gain insights into the newly developed Sustainability Management Framework for private equity

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Exciting News! Join us for a 𝗠𝘂𝗹𝘁𝗶-𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗩𝗶𝗿𝘁𝘂𝗮𝗹 𝗧𝗲𝗮𝗰𝗵-𝗜𝗻 tomorrow, June 21st, from 11:00 am to 12:15 pm.

Gain insights into the newly developed Sustainability Management Framework for private equity climate investing in emerging Asia, created in collaboration between Fullerton Fund Management and the UNDP. This event is a must-attend for institutional investors interested in integrating sustainability and decarbonisation into their investment strategies.

𝗔𝗴𝗲𝗻𝗱𝗮 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:
➡ Overview: Introduction to Fullerton & UNDP’s partnership
➡ Strategy: Sustainability and decarbonisation in emerging Asia
➡ Implementation: Applying the framework in investment processes
➡ Case Study: Real-world application and due diligence
➡ Q&A Session: Engage directly with our expert panel

Don’t miss this opportunity to hear from Mervin Teo of Fullerton Fund Management, Fabienne Michaux of the United Nations Development Programme, Qiu Quan Kua of Fullerton Fund Management, Ernest Yeo of Fullerton Fund Management, Uwe Fuehrer, Ian Lyu and Jiaqi (Kelly) Gao Gao of Wealth of Nations Advisors Pty. Ltd.

Interested institutional investors, please email iipconference@wealthofnations.com.au to register.

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Frontier Annual Conference https://www.wealthofnations.com.au/frontier-annual-conference/ Fri, 14 Jun 2024 03:22:32 +0000 https://www.wealthofnations.com.au/?p=85558 CEO, Uwe Fuehrer, Wealth of Nations Advisors Pty. Ltd. will be participating at the Frontier Advisors Annual Conference, engaging in a conversation around impact investing in private markets. An increasing

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CEO, Uwe Fuehrer, Wealth of Nations Advisors Pty. Ltd. will be participating at the Frontier Advisors Annual Conference, engaging in a conversation around impact investing in private markets. An increasing focus for institutional investors across Australia that want to drive real measurable and quantifiable social and/or environmental impact. We want to than Frontier for the opportunity to participate, and in particular for the efforts Joey Alcock and Marie Cardaci for their continuing efforts in expanding the understanding of impact investing and the wider investment opportunity set this space presents to investors.

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Introducing our Wealth of Nations Impact Investing Conference https://www.wealthofnations.com.au/introducing-our-wealth-of-nations-impact-investing-conference/ Tue, 30 Apr 2024 03:00:05 +0000 https://www.wealthofnations.com.au/?p=85547 𝗪𝗵𝘆 𝗮𝘁𝘁𝗲𝗻𝗱? 𝗔𝘂𝘀𝘁𝗿𝗮𝗹𝗶𝗮’𝘀 𝗼𝗻𝗹𝘆 𝗶𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝗮𝗹 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗳𝗼𝗰𝘂𝘀𝗲𝗱, 𝗶𝗺𝗽𝗮𝗰𝘁 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗰𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 𝗶𝗻 𝟮𝟬𝟮𝟰 is where ‘available capital meets investible opportunities’ in private markets. When we apply an ‘impact lens’ to investing

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𝗪𝗵𝘆 𝗮𝘁𝘁𝗲𝗻𝗱?

𝗔𝘂𝘀𝘁𝗿𝗮𝗹𝗶𝗮’𝘀 𝗼𝗻𝗹𝘆 𝗶𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝗮𝗹 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗳𝗼𝗰𝘂𝘀𝗲𝗱, 𝗶𝗺𝗽𝗮𝗰𝘁 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗰𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 𝗶𝗻 𝟮𝟬𝟮𝟰 is where ‘available capital meets investible opportunities’ in private markets.

When we apply an ‘impact lens’ to investing in private markets we focus on what positive social and/or environmental outcomes we can drive with our capital and the return we can deliver on that capital. Even if we were to be so bold as to just take ‘impact’ out of the equation, we would soon realise that we are in fact also investing in global mega trends. Trends that are shaping our future and cannot be avoided.

The United Nations Economist Network identified 𝗳𝗶𝘃𝗲 𝗺𝗲𝗴𝗮𝘁𝗿𝗲𝗻𝗱𝘀 𝗮𝗳𝗳𝗲𝗰𝘁𝗶𝗻𝗴 𝗲𝗰𝗼𝗻𝗼𝗺𝗶𝗰, 𝘀𝗼𝗰𝗶𝗮𝗹 𝗮𝗻𝗱 𝗲𝗻𝘃𝗶𝗿𝗼𝗻𝗺𝗲𝗻𝘁𝗮𝗹 𝗼𝘂𝘁𝗰𝗼𝗺𝗲𝘀. There is of course, climate change, but there are also demographic shifts, urbanisation, digital and disruptive technologies, and inequality.

This conference will spotlight those investible opportunities and how they all 𝘁𝗮𝗸𝗲 𝗮𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗺𝗲𝗴𝗮𝘁𝗿𝗲𝗻𝗱𝘀.

𝗜𝗳 𝘆𝗼𝘂 𝗮𝗿𝗲 𝗮 𝗹𝗲𝗮𝗱𝗲𝗿, 𝗼𝗿 𝗮 𝗽𝗿𝗼𝗴𝗿𝗲𝘀𝘀𝗶𝘃𝗲 𝗶𝗻 𝗶𝗺𝗽𝗮𝗰𝘁 – advancing gradually and in stages in the space – here are some of the reasons why we see this as the conference for you:

• 𝗔𝗰𝗰𝗲𝘀𝘀 𝘁𝗼 𝟮𝟬 𝗯𝗲𝘀𝘁-𝗶𝗻-𝗰𝗹𝗮𝘀𝘀 impact asset management firms from around the world sharing their journey and investible opportunities across private asset classes in impact.

• 𝗚𝗮𝗶𝗻 𝘂𝗻𝗶𝗾𝘂𝗲 𝗽𝗲𝗿𝘀𝗽𝗲𝗰𝘁𝗶𝘃𝗲𝘀 𝗳𝗿𝗼𝗺 𝗸𝗲𝘆𝗻𝗼𝘁𝗲 𝘀𝗽𝗲𝗮𝗸𝗲𝗿𝘀 covering climate change, greenwashing, and standards in impact.

• 𝗛𝗲𝗮𝗿 𝗳𝗿𝗼𝗺 𝗹𝗲𝗮𝗱𝗶𝗻𝗴 𝗮𝘀𝘀𝗲𝘁 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝗻𝘁𝘀 advising on the impact space, their journey and approach.

• 𝗡𝘂𝗺𝗲𝗿𝗼𝘂𝘀 𝗲𝘅𝗽𝗲𝗿𝘁 𝗽𝗮𝗻𝗲𝗹𝘀, 𝗳𝗼𝗿𝘂𝗺𝘀, 𝗳𝗶𝗿𝗲𝘀𝗶𝗱𝗲 𝗰𝗵𝗮𝘁𝘀, 𝗮𝗻𝗱 𝗮 𝗰𝗮𝘀𝗲 𝘀𝘁𝘂𝗱𝘆, including, but not limited to, addressing such areas as social advances in regulations and standards in impact, and financing programs to address youth recidivism in the State of NSW.

• 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝘁𝗼 𝗮𝘁𝘁𝗲𝗻𝗱 𝗶𝗻-𝗽𝗲𝗿𝘀𝗼𝗻 𝗶𝗺𝗽𝗮𝗰𝘁 𝗻𝗲𝘁𝘄𝗼𝗿𝗸𝗶𝗻𝗴 𝗹𝘂𝗻𝗰𝗵𝗲𝘀 𝗶𝗻 𝗦𝘆𝗱𝗻𝗲𝘆 𝗮𝗻𝗱 𝗠𝗲𝗹𝗯𝗼𝘂𝗿𝗻𝗲 to engage with your peers and the wider Australian impact community.

• A limited attendee event. 𝗢𝗻𝗹𝘆 𝟱𝟬 𝗽𝗹𝗮𝗰𝗲𝘀 𝗮𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲 for in-person events in Sydney and Melbourne.

Be great to see you – the leaders and the progressives in impact – at the conference.

𝗕𝗲 𝗯𝗿𝗮𝘃𝗲, 𝗯𝗲 𝗯𝗼𝗹𝗱, 𝘁𝗮𝗸𝗲 𝘁𝗵𝗲 𝗹𝗲𝗮𝗱 𝗶𝗻 𝗶𝗺𝗽𝗮𝗰𝘁!

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Impact Panel Discussion – Africa https://www.wealthofnations.com.au/impact-panel-discussion-africa/ Thu, 05 Jan 2023 11:04:40 +0000 https://www.wealthofnations.com.au/?p=85158 Why should you be investing in Africa right now? Even before considering the geopolitical issues in other parts of the world, you should know there are several reasons supported by

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Why should you be investing in Africa right now?

Even before considering the geopolitical issues in other parts of the world, you should know there are several reasons supported by solid economic evidence. Whether it be the European energy crisis because of the Ukraine war, not adopting modern portfolio theory for investing – ‘don’t put all your eggs in one basket’, or the new shining light in banana economics – the UK – where some well-regarded investors are lumping them into the emerging market universe.

Are the ‘developed market regions’ providing better investment opportunities, or are we blinded by traditional investment strategies that keep us ignorant toward finding the best opportunities for investors?

It may not be a case of either/or but rather, it could be the case of not knowing enough about this region to provide diversification to our members.

Investors are seeking progressive investment to stand the test of time, that can respond more effectively to complex challenges we face now and into the future. Africa has found some key solutions through the combination of mobile connectivity, financial inclusion, data and blue economy investments.

Data is a currency of its own in the modern world. In the past only the few had the ability to access, extract, refine and utilise it, thereby widening the existing inequality gap. Yet in the past few years, Africa’s fintech industry has come of age with the continent experiencing a fintech eruption.

In the face of political and economic challenges and a global pandemic, fintech on the continent is booming, with revenue between $4b – $6b in 2020 and between 2020 and 2021, the number of tech start-ups in Africa. Cash is still used in around 90 percent of retail transactions in Africa, which means that fintech has huge potential to grow.

Further to this, the concept of Blue Economy (BE) that includes simultaneous promotion of economic growth, environmental sustainability, social inclusion and strengthening of ocean ecosystem has seen immense growth in Africa, where components today generate a value of USD 296 billion.

This investment sector is projected to grow to USD 405 billion (37%) by 2030, while in 2063 estimates value created would be USD 576 billion (Global Climate Change Alliance). With 19 of the fastest growing countries in the world being in Africa, due to its rapid urbanisation and a large young, educated population driving the demand for online services and a bluer economy due to detrimental climate impacts, there are significant opportunities.

Wealth of Nations will be hosting a panel of those that live and breathe Africa, the pioneers that have observed the trends and are leaning into the opportunities. They want to share with you in an open forum, what they have seen, what they are doing, and importantly, how you can engage. Whether interested in private debt, infrastructure or private equity, or just to hear the story, there will be key take aways for you.

Please join this panel discussion with Blakeney Management, Climate Fund Manager and Lendable who are impact managers on the ground, to understand how they adapt and create a system which can evolve, learn, and respond more effectively to complex challenges we face now and in the future. The impact managers along with a guest speaker from Equity Bank in Kenya, will provide you with the opportunity that is present in Africa and why inclusivity and investment in this region is the next great investment.

Africa is thinking big on digital transformation and climate action and the time for growth is NOW!

So book your spot now, to learn from leaders and long-term investors in this region and see how you can be part of this outstanding opportunity

Click here for news release.

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Wealth of Nations Fintech Launched IIP App https://www.wealthofnations.com.au/wealth-of-nations-fintech-launched-iip-app/ Thu, 05 Jan 2023 10:36:47 +0000 https://www.wealthofnations.com.au/?p=85155 ‘WoNA hosted its first Impact Investing Conference on 7th August 2020, bringing together 36 investment professionals, from 23 firms, from Australia and offshore, who are custodians of wealth, collectively managing/advising

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‘WoNA hosted its first Impact Investing Conference on 7th August 2020, bringing together 36 investment professionals, from 23 firms, from Australia and offshore, who are custodians of wealth, collectively managing/advising assets in excess of A$1 trillion.

Wealth of Nations Fintech also used the opportunity to launch its Impact Investing Portfolio (IIP) App, the world’s first smart-device only app, to build and facilitate engagement between investors, impact managers and partners for impact in an effort to accelerate the free flow of institutional capital to drive positive social and environmental change in support of the United Nations Sustainable Development Goals.

We were privileged to have been joined by a group of progressive-thinking, global community-minded individuals, who took over 3 hours out of their busy work schedules, to share their collective experience and varying approaches to impact investing and to see how over time, we may facilitate a meaningful increase in the flow of institutional capital into impact investments.

We are appreciative of the support received from the conference participants and are especially thankful to our impact managers and panel speakers, who made this event possible despite the challenges of different time zones (Bangalore-Maryland-Melbourne-Miami-Washington DC) and various WFH set-ups.

Thanks to our impact clients: Impact Investment Group, MicroVest, Quona Capital and WaterEquity; our panellists: Josephine Toral, Hesta; Liza McDonald, First State Super; and Dan Simpson, ANZ Private Bank; and our Asset Consultant presenters: Tim Conly, Jana Investment Advisors; and Joey Alcock, Frontier Advisors.

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Impact Investing Portfolio (IIP) Virtual Conference – Series IV https://www.wealthofnations.com.au/impact-investing-portfolio-iip-virtual-conference-series-ii/ Fri, 16 Oct 2020 01:35:58 +0000 http://impactinvestingportfolio.com.au/?p=83435 Join us for our Series IV IIP Virtual Conference, the most recent out of the 3 we have already hosted over the last 18 months. During each of these conferences have have hosted an average of $1.5 trillion in assets and a multitude of differing investment strategies in impact

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Wealth of Nations Advisors are hosting the Series IV Impact Investing Virtual Conference on the 26th August 2021.

Join us for our Series IV IIP Virtual Conference, the most recent out of the 3 we have already hosted over the last 18 months. During each of these conferences have have hosted an average of $1.5 trillion in assets and a multitude of differing investment strategies in impact each contributing to the United Nations Sustainabile Development Goals. Each event aims to educate, invigorate and motivate attendees and participants, to drive the flow of institutional capital towards impact investing.

Investing that is focused not just on the two dimensions of risk and return, but also the 3rd dimension, IMPACT. Delivering quantifiable and measurable social and environmental outcomes, albeit, without having to sacrifice market rate returns across asset classes. Within 10 years we expect every institutional dollar to qualify under the impact that dollar is expected to have on the environment and society, alongside the need to quantify the impact.

The IIP Conference will appeal to progressive and dynamic asset consultants, asset class analysts, portfolio managers, stewardship teams, CIO’s and CEO’s that are either already allocating to impact, on the journey to do so, or looking for ways to begin their journey.

Click here to view the news article

Changing the world by helping those that can. Raising $10 billion for impact investing across social and environmental opportunities.

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IMPACT INVESTING PORTFOLIO VIRTUAL CONFERENCE https://www.wealthofnations.com.au/impact-investing-portfolio-virtual-conference/ Fri, 07 Aug 2020 01:44:14 +0000 http://impactinvestingportfolio.com.au/?p=83441 WoNA hosted its first Impact Investing Conference on 7th August 2020, bringing together 36 investment professionals, from 23 firms, from Australia and offshore

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WoNA hosted its first Impact Investing Conference on 7th August 2020, bringing together 36 investment professionals, from 23 firms, from Australia and offshore, who are custodians of wealth, collectively managing/advising assets in excess of A$1 trillion.

We were privileged to have been joined by a group of progressive-thinking, global community-minded individuals, who took over 3 hours out of their busy work schedules, to share their collective experience and varying approaches to impact investing and to see how over time, we may facilitate a meaningful increase in the flow of institutional capital into impact investments.

We are appreciative of the support received from the conference participants and are especially thankful to our impact managers and panel speakers, who made this event possible despite the challenges of different time zones (Bangalore-Maryland-Melbourne-Miami-Washington DC) and various WFH set-ups.

Thanks to our impact clients: Impact Investment Group, MicroVest, Quona Capital and WaterEquity; our panellists: Josephine Toral, Hesta; Liza McDonald, First State Super; and Dan Simpson, ANZ Private Bank; and our Asset Consultant presenters: Tim Conly, Jana Investment Advisors; and Joey Alcock, Frontier Advisors.

Click here to read the news article

Changing the world by helping those that can. Raising $10 billion for impact investing across social and environmental opportunities.

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