As a Queensland based company with a proud investment track record, we are excited to be given the opportunity to present our services to the QCoal Foundation. Elston Asset Management was established in 2011, the same year your Foundation started out. Over the last decade we have grown steadily, building a highly respected team that works to a disciplined investment process. We have also nurtured expertise in specialist areas like philanthropy. This combination of investment management and philanthropic expertise makes Elston quite unique. We believe it allows us to provide QCoal Foundation with the best of both worlds. In this submission we would like to show you how that can benefit your foundation and support your great work in regional and remote Queensland communities.

Our asset management team loves to work with individually managed accounts. IMAs can be tailored to exclude certain investments and our systems allow these parameters to be implemented seamlessly. For us,
tailoring is also about listening and responding to individual concerns. That’s why we give you direct access to our team.

We are determined to provide QCoal Foundation with a cost effective and scalable individually managed account (IMA) offering. Our IMA pricing is tiered to different levels of FUM. To give you even more value for money, we are prepared to move your Foundation into the $11m – $50m tier. This move will give you access to a rate that is 10bps lower. To learn more about this discount, refer to our full submission or watch the video of Nick Revis, Head of Elston Asset Management.

At Elston we believe in a better future for our clients, for our people and for the communities where we work. This vision guides every decision we make. From parental leave for our staff, to charitable donations to great local causes. If you select Elston, we will strive to build a better future for the QCoal Foundation through sustainable and responsible investment management.