Balance Impact offers responsible, diversified investment portfolios at a low cost and 100% online to Australian investors.
Using our platform, anyone can invest their retirement savings in a way that reflects their personal beliefs, without sacrificing returns. Using clever tech and our financial smarts we keep costs low, with full transparency across investment assets and fees.
Founded in 2016 by Emily Martin, Balance Impact has the advisory support of some of Australia’s leading investment managers, customer experience experts and sustainability champions.
Emily is the founder and CEO of Balance Impact. She is an experienced investment manager with a 15 year career in financial markets, specialising in responsible investing. She has worked as an investment manager in New York, London and Sydney for Merrill Lynch, The Royal Bank of Scotland and Westpac Bank.
Prior to establishing Balance Impact, she worked in New York as an investment consultant to a boutique responsible investment manager (Imprint Capital), since acquired by Goldman Sachs. She is a CFA charterholder and holds a Bachelor of Laws (First Class Honours), Bachelor of Business (First Class) and a Diploma in Financial Planning.
Luke is a Philanthropic & Corporate Responsibility Leader with over eighteen years experience across various industries: corporate, non profit and government. He currently works at JBWere which is the leading provider of investment management and philanthropic services to the ‘for-purpose’ sector, managing in excess of $3.6bn in funds under management.
Dan has been the asset management and insurance campaigner for environmental NGO Market Forces since 2015. Prior to joining Market Forces, he spent 15 years in the financial services industry, primarily in business analysis and project management roles. His previous employers include QBE Insurance, the Abu Dhabi Investment Authority, Challenger Ltd and Macquarie Bank Ltd. Dan holds a Bachelor of Commerce from the University of Sydney.
David leads Westpac’s Macro Strategy team within Financial Markets. He is responsible for a global team of strategists producing high-quality independent insights, with a focus on Australia and New Zealand. Covering Rates and FX markets, the team focuses on global events and their implications for our region. David also currently heads Westpac Financial Markets’ Inclusion and Diversity committee. David is a CFA charterholder, and holds Bachelors degrees in Commerce with Merit (Finance, Business Economics) and Science (Mathematics) from the University of New South Wales.
Graham’s career started at the Commonwealth Bank in 1976 where he headed New Issues before becoming General Manager, Capital Markets. From 1988, he was Deputy Treasurer at the State Bank of New South Wales, after which he was Managing Director, Treasury at NatWest Markets Australia. He later spent 12 years at Colonial First State as a General Manager. Graham is a Director of Absolute Equity Performance Fund (ASX:AEG, the listed version of the Bennelong Long Short Equity Fund) and a member of the Compliance Committee of Lazard Asset Management Pacific. He is Managing Editor of the Cuffelinks financial newsletter. He holds an honours degree in Economics from the University of NSW and a Diploma from the Financial Services Institute of Australasia.
Paul’s 27 year career in banking and finance started at the Reserve Bank of Australia in 1983. He then moved to Bankers Trust Australia in 1986 for 13 years and ended with a decade at Macquarie Bank where he was an Executive Director and Head of the Debt Markets Division. Paul is Chair of SSE Australia and is a passionate advocate and capacity builder of Australia’s emerging social enterprise sector. Paul is a Director of the Trust for the Newpin Social Benefit Bond; a member of the Youth Justice Board of the WA Department of Corrective Services; a member of the investment committee of SVA’s Social Impact Fund; a Director of Challenger Retirement and Investment Services Limited, and; on the Advisory Board of the Australian Office of Financial Management.
Jennifer has over 25 years experience in interactive consumer applications, focusing on story and play to engage and grow audiences. She is passionate about seamless engagement across multiple platforms coupled with excellence in consumer experience. Jennifer is the Director of The Project Factory, a specialist producer of creative multiplatform and transmedia projects across web, mobile, social media, games and virtual worlds. She is also a teacher at the Australian Film Television and Radio School (AFTRS); mentor on Power to the Pixel, Banff Media Emerging Leader and StoryLabs/Screen Australia clinic. Speaker at MIPCOM, Australian International Documentary Conference (AIDC), Sheffield DocFest, Children’s Media Conference, FIPA, Transmedia Munich and Cannes Lions Festival of Creativity.
Anna is passionate about the environment and has a keen interest in impact investing. As the former General Manager of Terracycle, she was responsible for bringing the waste recycling company to Australasia, after working in TerraCycle’s New Jersey headquarters—launching in New Zealand in 2013, and in Australia on Clean Up Australia Day 2014. Prior to her role with TerraCycle she ran her blog, The Daily Lime, a crowd-funded site offering daily tips on how to live a greener lifestyle. The blog saw Anna nominated as one of Australia’s ‘Most Clickable Women’. She was also involved in the creation of GetUp! and a Consultant to the Think Tank at the McKell Institute in NSW.
Alongside the Sydney Community Foundation (SCF) CEO, Loredana is focused on building public awareness of Sydney Community Foundation and its philanthropic advisory services. She encourages Sydneysiders to contribute to build the endowment of SCF and provide a reservoir of funds to support grassroots community initiatives now and in perpetuity. She also encourages small regular gifts, large gifts, and bequests as well as sub-fund establishment – in memoriam funds and also cause-related funds for individual donors and donor groups (giving circles).