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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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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

Philanthropy 50

Philanthropy 50 lists Australia's largest private givers. The feature highlights amounts donated as well as the causes that each philanthropist cares about most.

Credit: Anne Hyland / Fairfax Syndication

Philanthropy 50 List

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 latest 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