Federation Alternative Investments

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	New Zealand, Australia
Investment Approaches	Positive Screening, Negative Screening
It Includes:	Education Healthcare and medical products Impact investments Renewable energy and energy efficiency Social and sustainable infrastructure
It has some level of screening for:	Animal cruelty Fossil fuels
It fully excludes:	Alcohol Armaments Gambling Human rights abuses Labour rights violations Logging Nuclear power Pornography Tobacco
Broker	Responsible Returns
URL	https://www.responsiblereturns.com.au/investment-options/federation-alternative-investments/profile

Overview

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

Federation seeks to invest in areas that positively select for responsible investment and has made the following undertakings to focus on;
• 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.

Performance results

Product holdings

Product documentation

Supporting documents

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The products featured on this site have all achieved certification under the Responsible Investment Association Australasia’s (RIAA) Responsible Investment Certification Program.

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What sets these investment products aside from regular ones on the market is they all have some type of responsible or ethical strategy applied to them.

At a minimum, their issuers explain these strategies in public documents and open their offices and books to third party verifiers who check these strategies are implemented according to what you read about them publicly.

You can also click through to see the underlying managers and / or stock holdings in each certified product as well as access a certified product’s recent performance results.

Stewardship & Impact

In July 2019, we lifted our requirements of certified products which we are phasing in over 18 months.

We now require that issuers have organisation-wide commitments to responsible investing and they exercise their responsibilities as stewards of your money - through engaging with companies to improve sustainability performance and voting on shareholder resolutions where possible. All certified products now need to at least avoid significant harm and their issuers will annually report against any sustainability-based claims made by their products. This uplift in program standards is part of our passion for, and on-going commitment to, responsible and ethical investing.

Even though we're lifting the bar, we know your convictions to doing good with your money may be higher and so we have served up our member's certified products with a large dose of transparency and independent verification, so that you can draw your own conclusions from reliable information and choose investments that best suit your individual needs.

*Information Disclosures

While all reasonable efforts are undertaken to ensure information and links on site are current there may be instances where information and documents are updated during the course certification (eg. PDS, Fact Sheet). Certified product issuers are required to update this information as soon as possible on the Responsible Returns site, but there may be some extenuating circumstances impacting timeframes.

The certification program may also assess information provided for certification based on proposed future changes to a responsible investment process that is in-line with Responsible Investment Association Australasia’s (RIAA) Responsible Investment Certification Program criteria. In such instances, members are similarly required to update this information on Responsible Returns within an agreed future timeframe. Old document versions may be reflected on site until this process is finalised.