From Data to Opportunity: 5AM Capital’s Commitment to Financial Literacy and Social Equity

At 5AM Capital we believe that strong access to financial data and guidance can open new pathways in life. Joining Pledge 1 Percent marks an important milestone in our Investing in Impact journey. We commit 1 percent of employee time, product, profit or equity to causes that advance financial literacy, social equity and future leadership.

Our conviction is simple: when individuals, families and charities are equipped with data, insight and support, they can navigate their paths with greater confidence and purpose. That belief shapes the partnerships we choose to support.

We are proud to work with the Good Data Institute. The organisation was co founded by our partner Tom Perfrement, who also sits on its board. Tom plays an active role in shaping GDI’s mission to bridge not for profits with real data capability. GDI empowers charities that often lack the tools, skills and frameworks needed to understand their data and make evidence based decisions. By connecting skilled data professionals with mission driven organisations, GDI helps them lift their impact and serve their communities more effectively.

We also support the Financial Basics Foundation, which provides free financial literacy resources for educators, young people and parents. We believe that improving the financial capability of young Australians is a meaningful investment in long term social stability.

At 5AM Capital we manage a global portfolio of high quality, durable businesses with a focus on strong cashflows, long term stewardship and healthy corporate ecosystems. We think in decades rather than quarters and we invest where incentives are aligned and everyone can win. That philosophy sits at the heart of our approach to responsible investing and it also shapes the way we show up in our community.

Through Wesley Mission we help deliver targeted programs that support individuals facing housing instability, financial abuse or addiction. These programs give people the tools to rebuild stability and take control of their path forward.

Alongside this we mentor UNSW students, support local schools such as Woollahra Public and contribute to community events that align with positive social outcomes.

For us the Pledge 1 Percent commitment is more than a contribution. It is an extension of our worldview. The world works better when people and organisations operate within healthy ecosystems where incentives align and everyone benefits. At 5AM Capital we aim to invest that way, operate that way and give back that way.