Product Name |
Federation Alternative Investments |
Issuer |
Federation Asset Management Pty Ltd |
Category |
Investment |
Type |
Fund or Trust |
Target |
Retail, Wholesale, Institutional |
Certified Since |
2020 |
Asset Classes |
Alternative assets |
Markets |
Australia, New Zealand |
Investment Approaches |
Positive Screening, Negative Screening |
It Includes: |
|
It has some level of screening for: |
|
It fully excludes: |
|
| Broker | Responsible Returns |
| URL | https://www.responsiblereturns.com.au/investment-options/federation-alternative-investments/profile |
Education
Healthcare and medical products
Impact investments
Renewable energy and energy efficiency
Social and sustainable infrastructure
Animal cruelty
Fossil fuels
Alcohol
Armaments
Gambling
Human rights abuses
Labour rights violations
Logging
Nuclear power 
Pornography
TobaccoOverview
Federation Alternative Investments is a private equity fund that invests in renewable energy assets, social, health and education real estate, and growing operating companies that meet a social and economic need. Federation’s investment strategy seeks to provide investors with an attractive financial return targeting 15% per annum over the life of the fund (after taking into account fees and costs, but before taxation), in addition to creating the greatest positive environmental and social impacts to society.
Description
• Renewable energy generation activities, including wind, solar and other renewable technologies, grid-scale, embedded, behind-the meter;
• Renewable energy storage activities, including chemical, hydrological, pneumatic and other emerging storage technologies including hydrogen;
• Sustainable infrastructure including but not limited to waste treatment, recycling, waste-to-energy, and waste management facilities, desalination, water and or sewerage treatment/networks, telecommunications infrastructure;
• Social infrastructure including but not limited to childcare, housing for the disabled, social and affordable housing, hospitals and healthcare facilities, aged care facilities, medical centres, schools and educational facilities, convention centres, sports stadiums, student accommodation and other educational/university facilities;
• Property investments generally where there is a significant impact investing or environmental component; and embedded networks and micro-grid infrastructure where there is, or will be, significant use of renewable energy and/or efficiency gains; and
• Operating businesses whose products and/or services provide a net societal benefit
Federation is committed to responsible investment and endeavours to utilise negative screens that aim to exclude investments in companies that are materially involved in the following;
• Fossil fuels, including any company that mines, burns or extracts fossil fuels or in companies that provide specific and significant services to fossil fuel industries; and
• Gambling, tobacco and alcohol, armaments and militarism, live animal export and old growth logging.
Federation's investment team consider ESG issues as critical to any investment made by Federation. This is implemented through positive screens, negative screens and an assessment of ESG factors at investment committee.