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All fees are either Australian or New Zealand dollars based on where you’re domiciled, expressed as annual fees and exclusive of GST.

Pricing valid from 1 July to 30 June with new memberships charged pro rata in the first year, to align with an annual renewal date of 1 July each year.

Where fees are tiered based on AUM, this relates to the total value of those assets under management in the Australasian region (Australian and New Zealand), or value of assets managed on behalf of Australian and New Zealand clients.

Membership pricing by category

Table of contents

Asset Managers, Banking Institutions & Insurers

Asset Managers - fund managers that manage and invest money on behalf of Australian and New Zealand clients regardless of not-for-profit status.

Banking Institutions – for profit central, retail or commercial banking firms, with tier size based upon the total resident loans and financial leases.

Insurance Firms – a financial institution which sells insurance products.

AUM Annual Fee
< $1b $3,500
$1b - $10b $4,800
$10b - $30b $5,500
$30b + $6,500

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Asset Owners & Credit Unions

Asset owner – superannuation, pension and sovereign wealth funds regardless of not-for-profit status.

Credit Unions and mutuals – not-for-profit money cooperatives, including customer owned or mutual banks.

AUM Annual Fee
< $1b $3,500
$1b - $10b $4,800
$10b - $30b $5,500
$30b + $6,500

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Wealth Management & Investment Platforms

Wealth Management & Investment Platforms - an administrative service allowing for simplified investment in multiple managed funds or direct equities for financial advisers or retail clients.

AUM Annual Fee
< $5b $2,800
$5b AUM + $5,000

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Professional Services, Research & Consultants

Professional Services – specialist professional service providers such as auditors, accountants, and legal firms.

Research Firms - all providers of research services to the responsible investment or broader industry, be that ESG research, corporate engagement services, broker research, proxy advice or general responsible investment advisory.

Asset consultant - professional service organisations providing investors with investment products, advice, and/or planning. Primarily, asset consultants are in the business of providing advice to asset owners with regards to strategic asset allocation and asset manager and strategy selection.

RI and Impact Consultants – consultants providing advice and strategic services specifically in the Responsible Investment (RI) and impact space.

Trusts and Foundations – not-for-profit organisations providing funding and support to charitable or community based activities.

Type Annual Fee
Professional services firms $11,000
Government bodies & research firms $5,000
Asset consultants, RI and impact consultants $2,800

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Financial advisers

No. of advisers Annual Fee
Individuals $400
2 - 20 $1,800
21 - 50 $4,000
50+ $7,500

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Supporters

No. of advisers Annual Fee
Individuals $400
Organisations $1,200

<a href="https://riaa.glueup.com/membership/12627/apply/" class="button">Individual</a>                <a href="https://riaa.glueup.com/membership/12626/apply/" class="button">Organisation</a>

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