Altius’s cash and fixed interest sustainability policy is integral to its responsible investment approach.
This is overseen by the Altius Sustainability Advisory Committee, which was established in 2014. The committee is charged with using their combined knowledge of environmental, social and governance (ESG) issues, financial market expertise and insights to provide recommendations regarding the investable universe of the Funds.
The Altius Sustainability Advisory Committee does not make investment decisions, but instead debates and informs the development of sustainable and responsible investment policies. It also assists the Altius investment team in making judgments that define the market portfolio for the Funds.
Head of Responsible Investment and Stewardship
Mathew Moore recently joined forces with Australian Unity from Uniting Financial Services, where he held the role as head of ethical investments.
Here he had oversight of over $1.7 billion in assets under management and was responsible for building and managing that organisation’s responsible investment program across multiple asset classes and investment mandates, as well as its corporate sustainability strategy.
In this role, he was responsible for the alignment of the 14 Ethical & ESG Investment Principles to the Sustainable Development Goals (SDGs) and establishing an ethical scoring methodology for all asset class exposures. Matthew was also part of the team that issued the first SDG bond in the capital markets by a not-for-profit in Australia and launched the Ethical Diversified Fund (EDF).
Prior to his tenure at Uniting Financial Services, Matthew held senior roles in Australia’s banking and financial services sector. He has been a long-standing member of the Altius Asset Management Sustainability Advisory Committee and is currently chair.
Mathew’s other notable appointments include director of the Responsible Investment Association of Australasia and director of the Uniting Church Superannuation Fund.
Trevor joined Ethinvest in 1997 having just returned from 6 years in South America working in economic development. Prior to that, he was employed as an economist with one of Australia’s major banks and AP Dow Jones Telerate.
Trevor graduated in Economics at Sydney University and has an MBA from Eastern University in Philadelphia. He was awarded Certified Financial Planner status having completed the Deakin University program in 2003.
Trevor is currently a trustee of the John T Reid Charitable Trusts and the Ross Knowles Foundation and assists a number of charitable trusts and not-for-profit organisations with their investment strategies.
Executive Director, Investments, Clean Energy Finance Corporation
Richard has over 23 years of experience in the investment industry, and is currently executive director, investments at Clean Energy Finance Corporation.
He was previously executive director at Westpac, head of global financing operations at Societe Generale and a senior manager at Perpetual Limited.