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Delivering on mission

At JBWere we work closely with our ‘for-purpose’ clients to provide insight and advice that go beyond investment management, to assist them achieve their wider strategic objectives and deliver on their mission.

The JBWere Philanthropic Services team regularly produces research and Insights for the benefit of our clients in the philanthropic and ‘for-purpose’ sectors

 

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Reflections... of the way life used to be. Leadership in volatile times

Reflection is a necessary and crucial step for leaders. This paper is designed to guide boards in the process – outlining the critical questions that must be explored as we seek to guide the evolution of our organisations in the emergent environment.

Reflections... of the way life used to be. Leadership in volatile times


Where to from here? The outlook for philanthropy during COVID-19

This report attempts to estimate the outlook for philanthropy and volunteering in Australia during the unprecedented combination of a major economic downturn and a significant global health crisis.

Where to from here? The outlook for philanthropy during COVID-19

Where to from here? The outlook for philanthropy during COVID-19 (webinar)

Navigating Through Rough Seas, For-Purpose Board Leadership in Times of Crisis

Times of crisis present complex issues for boards of for-purpose organisations. Amid this uncertainty and disruption boards have the opportunity to reframe their role and make critical contributions to help their organisations respond. 

In this paper, we outline seven key areas of focus we believe boards need to consider as they steward their organisations through a crisis.

Navigating Through Rough Seas, For-Purpose Board Leadership in Times of Crisis

Heads Down. Eyes Up. Leadership in Volatile Times.

Shamal Dass explores on the role of effective Board Directors in lifting
their gaze from the crisis response to what we must do next.

Heads Down. Eyes Up. Leadership in Volatile Times

Corporate Philanthropy 50 Lists

The AFR’s Boss magazine, JBWere and Strive Philanthropy have collaborated to explore the top 50 corporates for community investment in Australia.

Credit: This article is from The Australian Financial Review Boss Magazine

2019 Corporate Philanthropy 50 List

Philanthropy 50 Lists

 

The AFR Magazine and JBWere have collaborated to explore the Top 50 Philanthropists in Australia.

Credit: This article is from The Australian Financial Review Magazine

2020 Philanthropy 50 List

2019 Philanthropy 50 List

2018 Philanthropy 50 List

2017 Philanthropy 50 List

Ethical Investing: Who, Why and How?

Living in an increasingly global world raises ethical questions across individuals, families, communities, corporations, nation states and our natural ecosystem. This paper explores the history of ethical investing and the recent significant upward trajectory of investment options, practical questions for both individuals and families and a materiality framework for fiduciaries to consider ethical investment. It also importantly details the likely personal, societal and market impacts of different approaches.

Ethical Investing: Who, Why and How?

The New Zealand Support Report

This reports is a continuation of our deep analysis of the sector initially seen in The New Zealand Cause Report. The report focusses on the income derived from philanthropy and grant making and on the cost savings provided from the significant support offered through volunteering. While overall growth rates for support are expected to remain strong and potentially even accelerate, the mix is set to change significantly over coming decades producing winners and losers among causes and even among charities within those causes.

The New Zealand Support Report

Support Report 2018


The Cause Report of 2016 highlighted the scale and sustainability issues facing the for-purpose sector.  In this companion piece, The Support Report, we analyse the changing shape of giving in Australia. The report explores how philanthropy is evolving in Australia; the types of givers and the differing  cause areas they support; and the need for evolution amongst the recipients (non-profit organisations) to continue to attract support, particularly for certain cause areas.

 

Support Report Highlights

The Support Report

The NZ Cause Report

Our aim is to provide everyone in New Zealand society with a deeper understanding and appreciation of the critical role this sector plays in our country. The sector is vital to the wellbeing of our society, but its scale, scope and direction are not well understood, even by many participants.
The NZ Cause Report
IMPACT Australia report

This report provides a foundation for understanding impact investing in the Australian context: what it is, why it matters, what is happening here and what could or should happen.
IMPACT Australia report
Socially Responsible Investing: Value and Values

Responsible investments now account for more than half of all professionally managed assets in Australia. JBWere is proud to be the first private wealth manager in Australia to develop a truly integrated approach to socially responsible investing. Contact us to explore how we can help you manage your investments in line with international best practice.
Socially Responsible Investing: Value and Values

Growing Impact in NZ

In conjunction with the Social Enterprise World Forum 2017 held recently in Christchurch, New Zealand, JBWere co-ordinated the production of the report Growing Impact in New Zealand.  Contributions were included from the Akina Foundation and EY.  The report highlights the latest data on the scale, breadth and momentum of impact investing globally and provides further detail for Australia and New Zealand markets.  It provides the rationale for impact investing and looks at the need for new methods of funding social and environmental impact.

Growing Impact in NZ

Leadership Insights – Scaling for Transformative Impact

The Cause Report (2016) highlighted the fundamental issues facing the for-purpose sector are scale and sustainability.  This paper presents a framework for scaling to be employed by all leaders of social enterprises to guide their organisations to deliver lasting social impact.  The paper also explores the role of the funder in delivering impact at scale and argues for capacity funding to become a core part of any funders arsenal.

Leadership Insights – Scaling for Transformative Impact

The Cause Report

This is an in-depth report into the Australian charity and not-for-profit ('for-purpose' sector). It explores the evolution of the sector over 20 years; the role of the sector in Australian society; an analysis at a holistic and sub-sector level; and our predictions of how it may need to evolve in the future.

The Cause Report

Giving Trends Annual Report

This paper consists of insight and analysis based on JBWere’s own research. It will ensure you possess the data and thinking on philanthropy in Australia, and will prove a valuable input into developing your fundraising strategy.

Giving Trends Report 2015

Leadership Insights – Emerging Themes

This paper will provide you with valuable insights into key developments in the sector, and how successful organisations are responding to them. Our views are informed by the time we spend working with our clients, leading organisations, government departments, academics and industry leaders throughout Australia and overseas.

Non-Profit Leadership Emerging Themes 2015

Private Ancillary Fund (PAF) Report

This annual report details the growth, significance and use of PAFs. This report will allow PAFs to benchmark themselves in certain areas such as distribution policy, financial performance and governance. It will be useful to both existing PAFs trustees and to those contemplating their establishment. The insight into PAFs will also be of benefit to those seeking PAF distributions.

PAF Report 2014