Our investment strategy
We use investment governance, objectives and strategy to ensure that investments are being managed appropriately. View our Investment Policy.
Foresters Investment Philosophy & Objective:
Foresters believes an Investment Philosophy is a useful guide to shape and inform our investment decisions.
We believe:
- Strategic asset allocation and diversification is an effective way to manage investment risk and achieve target returns.
- As a long-term investor we can take advantage of tactical tilts when navigating market volatility.
- In practicing responsible investment and applying a future focussed mindset to achieve investment outcomes.
- Where possible, in seeking opportunities to use our capital to create positive social impact while also generating strong financial returns.
- Tax efficiency and minimising investment management fees can enhance net returns.
- In providing capital preservation investment strategies to assist our members achieve their investment objectives.
Responsible Investing
Responsible Investment Policy
We offer a Sustainable Investment Option which invests according to our Responsible Investment Policy.
Environmental
When appraising potential investments, we consider:
- Climate change
- Natural Capital
- Pollution & Waste
- Environmental Opportunities
Social
We consider companies in relation to their:
- Human Capital
- Product Liability
- Stakeholder Opposition
- Social Opportunities
Governance
We consider companies with positive performance in:
- Corporate Governance
- Corporate Behaviour
Community Grants Account
The Foresters Financial Community Grants Account
Part of our management fee from our market-linked investment options will be donated to our Community Grants Account to support Australian charities that are working to foster positive and sustainable social change in line with community needs.
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