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Alphinity Investment Management

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Certified

Alphinity Investment Management

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Certified

Responsible Investment Leaders are among the highest-scoring investment managers assessed by RIAA. This acknowledges their leadership in responsible investment commitment, ESG integration, stewardship and transparency.

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Alphinity Investment Management is a boutique, active equity manager with specialised teams managing Australian and Global equity strategies. Alphinity aims to deliver consistent outperformance for its clients by investing in quality, undervalued companies with underestimated forward earnings expectations. The Sustainable Share strategy utilises the expertise and discipline of the Alphinity process, while excluding companies which do not comply with the Alphinity Sustainable Charter and seeking companies with strong ESG qualities and, where possible, are able to contribute to achieving the UN Sustainable Development Goals. Alphinity was founded in 2010 by Johan Carlberg, Andrew Martin, Bruce Smith and Stephane Andre who are all still Portfolio Managers on the Australian equity strategies. The boutique structure of Alphinity creates a powerful alignment between the managers and their investors and allows the investment professionals to focus solely on investing. Alphinity manages money for a range of clients, including institutional clients, foundations, insurance companies and retail investors.

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Organisation

Company number

  • 140833709

Services offered

Certified products

  • Alphinity Sustainable Share Fund Global Sustainable Equity Fund

Approved products

Why choose a RIAA financial adviser?

RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.

By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.