For Investors

Sustainable Funds Management

Sustainable Responsible Investment. Certified by RIAA

RIAA Certified Funds

In 2007 Investa Funds Management became the first Australian property fund manager to receive SRI (Sustainable Responsible Investment) Certification for its two principal funds: Investa Diversified Office Fund (IDOF) and Investa Commercial Property Fund (ICPF). To achieve this Certification, Investa had to meet the strict disclosure requirements of the world’s only SRI Certification Program which was launched in Australia in 2005 by the Responsible Investment Association Australasia (RIAA). Investa Funds Management has been certified by RIAA according to the strict disclosure practices required under the Responsible Investment Certification Program. Investa had to demonstrate how our funds apply a systematic methodology for taking environmental, social, ethical and labour standards into account in the selection and management of buildings. See www.responsibleinvestment.org for details.

 

PRI

United Nations Principles for Responsible Investment

Investa Property Group became a signatory of the United Nations Principles for Responsible Investment in July 2007. We consider this framework to be aligned with our corporate philosophy. The Principles, developed under the auspices of the UN Secretary-General, are a voluntary and aspirational framework for incorporating environmental, social and corporate governance (ESG) issues into mainstream investment decision-making and ownership practices. They are not prescriptive, but instead provide a menu of possible actions that investors can take. More information about the UN PRI can be found at www.unpri.org or click here to view Investa’s commitment to the Principles.

Fund Performance

Analysis of the performance to June 2007 of publicly offered responsible investment managed portfolios has found that that the average responsible investor in Australia is getting better returns than the overall average return in each major investment category (Responsible Investment 2007, RIAA).

For information on Investa’s funds performance to date, visit our Invest With Us section.

Find out more about the Sustainability ratings of our property portfolio and the Environmental Initiatives we have implemented.

How does Sustainability add value to a fund?

  • Lowers occupancy costs for tenant and owner by:
    • Reducing base building outgoings (energy, water & waste)
    • Reducing tenant outgoings (energy consumption)
    • Reducing life cycle capital expenditure and ongoing maintenance
  • Improves financial performance (savings immediate in gross buildings)
  • Improves tenant retention
  • Improves occupancy
  • Attracts new tenants and improves credit quality of tenants (Government and top tier companies are increasingly seeking sustainable accommodation, with many requiring a particular Environmental rating from the building and for their tenancy fit-out)
  • Lowers level of obsolescence as Sustainable Buildings retain higher future value