Brightlight Group Pty LtdAFSL 493660
+61 2 9239 3110
SydneyLevel 10, 20 Martin Place, Sydney 2000 MelbourneLevel 39, 55 Collins Street, Melbourne VIC 3000 PostalLevel 10, 20 Martin Place, Sydney 2000
We provide all necessary advisory services to enable institutional investors to allocate capital to impact investments. This includes helping institutional investors to review the benefits and risks of an impact investment allocation within a diversified portfolio, keeping track of potential deals that may be appropriate for institutional investors, conducting due diligence on these deals, providing advice on impact portfolio construction and benchmarks and operating separately managed accounts for clients that wish to outsource their impact portfolio.
For clients requiring investment management services, we are able to offer Impact, Ethical and Socially Responsible Investors the opportunity to invest in ways aligned with Brightlight’s values. We can also assist in the design and construction of investment vehicles.
Impact Portfolio Construction
Brightlight works with clients to design and then construct tailored impact investment portfolios, based on each client’s investment and impact objectives. We then provide support in the implementation of these impact investment strategies.
Deal Research & Due Diligence
Brightlight’s research & due diligence supports asset owners who are considering adding particular impact investments to their portfolio. Our experienced team of researchers is able to address the full range of relevant considerations and provide recommendations, supported by extensive analysis.
Through an extensive network of relationships within the impact investment industry, Brightlight identifies impact investments that are likely to suit clients’ portfolios, based on their risk/return profile and impact sector and geography preferences.
Performance Monitoring & Management
Brightlight provides full portfolio monitoring services covering both financial and impact performance, with regular formal reporting to clients based on their requirements. Impact reporting includes both quantitative and qualitative measures, along with case studies that can be used in stakeholder reporting.
Staff & Trustee Training
Brightlight is able to provide training across the full breadth of impact investment issues, to help senior managers and boards make decisions about the role that impact investing has to play in their corporate strategy or investment portfolio.
Brightlight works with not-for-profit, government and investment clients to help them explore potential opportunities for them to achieve their goals through impact investment, and develop strategies for engaging with the field.
SRI & ESG Integration
Brightlight is equipped to provide support in integrating socially responsible, ethical or environmental, social and governance (ESG) investment strategies into a broader investment portfolio.
Implemented Impact Portfolios
For clients who want a complete impact investment solution, we are able to develop and then manage segregated or pooled impact portfolios.
Investment Management Services
Brightlight is able to provide outsourced investment management services to other participants in the impact investment market.