Not-for-Profit Investment Update Spring 2020

Not for profit Spring 2020

Not-for-Profit Investment Update Spring 2020 is now available.

This Spring 2020 edition has been created to support the growing needs of the Not-for-Profit (NFP) sector and aims to highlight the key investment topics and trends that matter to you.

We will discuss how Environmental, Social and Governance (ESG) issues are becoming more important in the investing landscape and what NFPs should consider to best reflect an organisations ongoing values and mission.

With the world changing at a rapid pace, we look at the 2020 Australian Communities Report to examine the new socially conscious generation and the impact on NFPs. Australian Unity Group Managing Director, Rohan Mead, spoke with Morgans about the importance of wellbeing and the 'S' in ESG.

A Morgans Adviser discusses the impact that the current low interest rate environment is having on bonds and portfolio construction. We also highlight why NFPs should have a CHESS account and some important community initiatives aligning Youngcare and the Morgans Foundation.


  • Share donations – a missed opportunity for NFPs?
  • Australian Unity – Q&A with CEO Rohan Mead
  • ESG – aligning investing and ethical values
  • Bonds – low interest rates and portfolio construction
  • Morgans Foundation making an impact on Youngcare

Download Not-for-Profit Investment Update Spring 2020

Download the latest edition of Not-for-Profit Investment Update Spring 2020.

Contact Us

Morgans has a specialist business unit focusing on delivering innovative and tailored investment solutions to the Not-for-Profit sector. If you would like more information on the topics discussed in this publication, please contact your Morgans advisers or your nearest Morgans office.

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