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Ethical KiwiSaver provider maximising advisor channel for next growth stage

Further proof of the ability for ethical investment to deliver strong returns will likely help keep the company’s pipeline flowing, says Pathfinder’s co-founder.

Friday, November 22nd 2024, 6:00AM

by Kim Savage

Pathfinder’s five-year returns came through in Morningstar’s Q3 KiwiSaver report for the first time, with the firm taking the top spot for the five-year time period for conservative, balanced and growth funds.

As the business matured beyond the five year milestone, Pathfinder’s growth would be fuelled by different channels, said John Berry, the company’s co-founder and chief executive.

“Increasingly for us, financial advisors are part of that for us,” he says.

“Now we’ve reached the five year point, we’re seeing more advisers approach us asking if Pathfinder can be one of their options because they’re recognising that a lot of investors want values-based investing.”

“This really matters now to people, this idea of ethical investment and being mindful around your choices and better understanding the impact of your investment choices, impact on the real world.”

“So super stoked that we're achieving both wealth and wellbeing and delivering on that for the past five years,” he said.

Reflecting on the market Pathfinder was working in now, compared to five years ago, John Berry noted how competitive the KiwiSaver space had become, with each provider now really needing to have a point of difference.

“There’s close to 40 different providers and it’s great that we have that, and every one of them has a different approach. But any new entrant would have to have a differentiated product yet again.”

Tags: Pathfinder Asset Management

« Fresh solution to liability gaps neededDRS member or not - client care remains advisers’ responsibility »

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Last updated: 5 December 2024 10:06am

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