Shaw and Partners is extremely proud to announce that our Institutional Team has raised an impressive $511,000 for charity during the annual Institutional Foundation Day.

The Shaw and Partners Institutional Foundation Day is undoubtedly our most impactful initiative to date, wherein all brokerage fees generated from institutional trades on a designated day are donated to charity.

This year, the funds raised will be evenly distributed between the Sydney Children's Hospitals Foundation and the Australian Fund Manager Foundation.

The amount raised set an all-time record for Shaw and Partners. In recognition of this achievement, Shaw and Partners Co-CEOs, Earl Evans and Allan Zion, have generously contributed an additional $100,000, bringing the total donation to an extraordinary $611,000.

Anthony Wilson, Head of Equities at Shaw and Partners, who has led this initiative for the past three years, expressed his gratitude: "Shaw and Partners is honoured to provide a platform for pooling resources in the Australian Financial Services industry and to continue assisting the Australian Fund Managers Foundation, a beneficiary of our efforts that supports a myriad of smaller charitable groups, including Odyssey House NSW, Mirabel Foundation, Reach Foundation, Life Ed, Katrina Dawson Foundation, Children’s Cancer Institute, and the GO Foundation."

Shaw and Partners Co-CEO, Earl Evans, added, “Since 2016, the Shaw and Partners Institutional Foundation Day has raised over $2.7 million for charitable causes—a remarkable achievement for all involved. We are immensely proud to have organised this event for the past eight years, becoming one of the few firms in Australia to consistently donate a day's institutional revenue to charity. Our heartfelt appreciation goes out to our institutional clients for their continued support and generous contributions on this special day.”

Among a long list of institutional groups, Shaw and Partners would like to extend our gratitude, in particular, to the top 10 institutions: Wilson Asset Management, Milford, Pendal Group, Regal, Colonial First State, L1, Firetrail, Antares, Tyndall, and 1851. Without their fundamental support, the Shaw and Partners Institutional Foundation Day would not have been a success.

“Congratulations to Anthony Wilson and the Institutional team. We could not have achieved this without the assistance of the Shaw and Partners Corporate and Research departments, who support the Institutional team day in and day out.”

Shaw and Partners remains committed to its engaged approach to philanthropy, focusing on providing support to Australian charities across areas of mental health, education, and social inclusion that have little access to government funding.

For more information about the Shaw and Partners Foundation, please visit the dedicated section.