Koda acts as an independent investment adviser and portfolio manager to non-profit organisations. We advise non-profit boards, committees and executives in relation to investment policy, strategy, asset allocation and responsible investing. Our focus is on helping clients invest successfully over the long-term.
We work with clients operating in sectors including:
- Health
- Environment
- Membership
- Sporting Clubs
- Indigenous
- Arts & Culture
- Education
- Medical Research
- Religion
- International Aid
We have a deep understanding of and commitment to the non-profit sector. Our independence means we are able to offer clients impartial and unbiased advice. We complement this advice with value-adding services designed to help non-profit directors, committee members and executives with the task of leadership.
To learn more about how we help non-profit boards, committees and executives, watch the video below or download the following papers:
- Essential Questions for Board and Investment Committee Members
- Investing for Non-Profits: An Effective Investment Policy Statement
- Top 10 Mistakes of the Australian Non-Profit Investor…And How To Avoid Them
- 10 Investment Lessons for NFPs from the GFC
- The Principles of Endowment Style Investing
- Risk Management for Investment and Finance Committees
- Establishing an Investment Portfolio
If you would like to speak to Koda about managing your investments, please email info@kodacapital.com
Koda is a proud member of the Responsible Investment Association of Australasia (RIAA)
