Search Mandates

Sustainable Alpha believes that when investors with aligned objectives work together, everyone benefits.

Coordinating around shared investment priorities can strengthen research, streamline due diligence, and ultimately help more capital flow to mission aligned high-quality managers and companies. To make this easier, we have launched a search-mandate function and built custom technology that enables investors to pool interest, share insights, and coordinate manager searches—turning fragmented individual efforts into a more efficient, collaborative path to deployment.

Who commissions a search?

A superannuation fund looking to fill a specific allocation within its investment policy
A group of family offices with a shared theme or mission, who pool their demand into one search
A foundation or endowment seeking investments consistent with its charitable purpose
Investment and institutional consultants who want independent, thematic sourcing for clients with mission objectives

Who handles the research?

Sustainable Alpha works with a bench of institutional investment research specialists from Prosbridge and Brightlight for due diligence. Sustainable Alpha provides the infrastructure and investor communications platform to enable and facilitate the search and shortlist process.

We are particularly interested in facilitating search mandates around the below thematics:

Energy, power generation & storage
Utilities, grids & regulated infrastructure
Water utilities, treatment & water technology
Agriculture, agtech & food production
Farmland, forestry & land-based assets
Waste management, recycling & resource recovery
Bio-based materials, inputs & industrial products
Healthcare services, diagnostics & life sciences
Mental health, aged care & care services
Education platforms, training & workforce services
Financial services, inclusive finance & specialty lenders
Indigenous, regional & community-owned assets
Gender-focused consumer, health & financial services

The process

STEP 1
Aggregate demand
We work with one investor, or bring together several investors with a shared theme or mission, so the search reflects real, committed demand.
STEP 2
Take the brief
We document the financial requirements and the values and mission objectives in detail, including how alignment will be judged and what evidence counts. Investors sign off the brief before we go to market.
STEP 3
Go to market
We announce the search through our network of managers, advisers and ecosystem partners, and open a dedicated submission portal that sets out both sets of requirements.
STEP 4
Receive and structure submissions
The SAVA F platform is configured for each mandate. It captures submissions and documents securely and turns them into structured, comparable information, including the evidence behind any alignment or impact claims.
STEP 5
Rate, rank and research
Each submission is assessed through two lenses: investment merit and mission alignment. Technology supports the first read, and our team does the research and makes the judgement. We check key claims against the evidence provided, compare opportunities side by side and document why each one progresses or doesn't.
STEP 6
Shortlist and pitch sessions
Shortlisted managers and companies are invited to pitch sessions. They present their investment case and their alignment case directly and answer investors' questions.
STEP 7
Present and decide
We present the shortlist with our research on both lenses. Investors make their own decisions and do their own due diligence. We don't make investment decisions on anyone's behalf.

Investment Opportunity Database

— Disclaimer By submitting information and materials through this interest form, you acknowledge and agree to the following: 1. Expression of Interest Only Submission through this form does not constitute a formal application for investment. It is intended solely to introduce your opportunity to Sustainable Alpha and initiate a preliminary conversation. 2. No Commitment to Proceed Receipt of your submission does not obligate Sustainable Alpha to express interest, conduct due diligence, or enter into any further engagement. All opportunities are evaluated at Sustainable Alpha's sole discretion. 3. Confidentiality Sustainable Alpha will treat all submitted information with care and will not disclose it to third parties without your explicit consent, except where required by law or in connection with our standard investment evaluation processes. 4. No Investment Advice Nothing in this process constitutes financial, legal, or investment advice. We encourage all submitting parties to seek independent legal and financial counsel before making any investment-related decisions. 5. Changes to This Disclaimer Sustainable Alpha reserves the right to update this disclaimer at any time. It is your responsibility to review it periodically. By submitting this form, you confirm that you have read and understood these terms. If you do not agree, please do not proceed with your submission.

Sustainable Alpha acknowledges the Awabakal and Worimi peoples as the Traditional Custodians of the lands on which we live and work in Newcastle, NSW. We honour their enduring connections to land, waters, and community, and pay our respects to Elders past and present. We extend that respect to all Aboriginal and Torres Strait Islander peoples across Australia, and to Indigenous and First Nations peoples globally, recognising their cultural, spiritual, and environmental custodianship across generations.

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Sustainable Alpha is a Corporate Authorised Representative of Vaire Wood Pty Ltd

ABN: 615 095 451
AFSL: 494272