Company Market Research Report: Melior Investment Management

Company Overview

• Name: Melior Investment Management

• Mission: Melior aims to deliver competitive long-term returns with a positive environmental and social impact by investing in companies with strong ESG and financial credentials. They believe in leveraging investment as a means to drive broader social and environmental improvements.

• Founded: 2018

• Founders: Lucy Steed and Tim King, with backing from the investment management group Adamantem.

• Key People:

• Lucy Steed, Chief Executive Officer

• Tim King, CFA, Chief Investment Officer

• Nina Wilkinson, CFA, Portfolio Manager

• Carlos Castillo, Portfolio Manager

• Xavier Hatch, CFA, Associate Analyst

• Abi High, CFA, Senior Analyst

• Adam Bowers, Investment Specialist

• Sona Fernandes, CFA, CA, Analyst

• Headquarters: Australia

• Number of Employees: No information is available

• Revenue: No information is available

• Known For: Melior is known for its focus on responsible investing, with a particular emphasis on integrating ESG and impact assessments into their investment strategies. They aim to engage proactively with management teams and boards to advocate for better social and environmental outcomes.

Products

Melior Australian Impact Fund

• Description: A registered managed investment scheme aimed at Australian and New Zealand companies that contribute positively to the Sustainable Development Goals while delivering competitive market returns.

• Key Features:

• Active engagement with portfolio companies to drive impact and ESG improvements.

• Rigorous impact assessment alongside financial evaluation.

• Focus on investments in sectors like decarbonization, sustainable communities, and natural capital.

• Exclusion of industries detrimental to Sustainable Development Goals, such as tobacco, gambling, and fossil fuels.

• Gender and Climate Frameworks applied to assess impact in gender equality and climate action.

Recent Developments

• Recent Developments:

• Received significant media coverage for its initiatives in gender equality and climate action.

• Acknowledgement as a leader in responsible investment through membership in Responsible Investment Association Australasia and a 5-star rating for Investment & Stewardship Policy.

• Participation in the United Nations Global Compact corporate responsibility initiative since 2021.

• Completion of the Reflect Reconciliation Action Plan and endorsement of the Innovate Reconciliation Plan.

• New Products Launched: No information is available

• New Features Added:

• Introduction of Gender Lens Investing and Climate Action Transition Frameworks as part of the investment process.

• Partnerships:

• Supporting partner of HESTA’s 40:40 vision for gender equality.

Environmental and Social Responsibility

• Responsible Investment Policies: Commitment to responsible investment, which includes Proxy Voting, Climate, Nature Policy, and a comprehensive reporting process.

• Indigenous Engagement: Acknowledges and engages with Indigenous communities; completed a Reflect Reconciliation Action Plan.

• Modern Slavery Act Compliance: Melior reports under the Modern Slavery Act to help improve global supply chain integrity.

Media Recognition

• Featured in various media outlets such as the Australian Financial Review and ABC News, highlighting their active role in driving corporate responsibility and sustainability practices.

• Coverage on initiatives addressing the gender pay gap and the sustainability of corporate practices.

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This report provides an in-depth view of Melior Investment Management's mission, operations, and recent developments. It highlights the company's commitment to ESG investing practices and proactive engagement for societal betterment.