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Articles tagged with 'John Berry'

Fund manager GST up for debate again

7 March 2019 - Whether fund management fees should attract GST has been put up for discussion again, this time by the Tax Working Group.

Pathfinder sells half its business

11 February 2019 - Pathfinder Asset Management has sold 51% of its business, as part of a plan to grow its presence and responsible investment offerings in the New Zealand market.

CPD detail may be for associations to tackle

25 October 2018 - The number of hours advisers are required to spend on continuing professional development under the new regime may be a question for professional bodies, the code working group has said.

Time for 'green' classification system

11 July 2018 - Advisers say there’s too much uncertainty about “responsible” investment funds.

Private equity, not govt mandates, KiwiSaver's future: Managers

27 March 2018 - New Zealanders' KiwiSaver savings would do more for the country if they were used in private equity deals, fund managers say.

Pathfinder eyes carbon risk

9 March 2018 - Pathfinder Asset Management has cut ten companies from its portfolio, reducing its exposure to carbon and fossil fuels.

Don't worry, stay invested

12 January 2018 - New Zealand market commentators are optimistic about the year ahead, despite international warnings that a crash is “overdue”.

A survival guide for financial adviser licensing

21 November 2017 - All financial advisory businesses will begin a mandatory licensing process, but do not fear, the FMA comes in peace, John Berry says. In the first of two-part commentary he shares his views on what to expect and how to prepare for change.

Responsible investing missing the mark: White paper

1 November 2017 - New Zealand's responsible investment managers are too focused on exclusions, a new white paper says.

Pathfinder focuses on responsibility

2 October 2017 - Fund manager Pathfinder is rebranding, with a focus on responsible investing.

Socially responsible investing (Part 4): Growing pineapples in Alaska

22 May 2017 - This month’s commentary looks at change – how consumer values are changing, how businesses are impacted and how advisers can respond.  The adviser response may involve new socially responsible product and this commentary also considers whether there is a risk of “greenwashing” when it comes to financial products.

Pathfinder Asset Management launches RI option

15 May 2017 - Pathfinder Asset Management is working to gauge the level of adviser interest in its new Responsible Investment Fund.

Socially responsible investing (Part 3): returns, fees and investment options

20 April 2017 - In this month’s commentary, Pathfinder looks at real world implications of responsible investment (RI).  Are RI returns better, worse or no different than market returns?  What investment options are available within NZ and from offshore?

Socially responsible investing (SRI) - Part One: the thinking behind SRI

8 February 2017 - In this 3-part commentary John Berry will overview socially responsible investing.  Part One looks at what it is and how it’s evolving.

Stress testing better option than risk indicators: James

21 January 2016 - New Zealand could do investors a service by not following other countries' lead when it comes to talking about the riskiness of their investments, one fund manager says.

Managers behaving badly

5 November 2015 - Regulatory change is painful and time consuming for financial advisers and fund managers.  But it is generally accepted that change for fund managers is needed, particularly around disclosure and fees.

Berry appointed Punakaiki director

15 October 2015 - Pathfinder Asset Management co-founder John Berry has been appointed a director of the Punakaiki Fund.

Performance fee structures shortchanging investors

28 September 2015 - Most managers charging performance fees are not doing so in a way that best serves investors, it has been claimed.

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Latest Comments
  • Call to ensure efficient advice licensing
    “Thanks Murray. I wonder how many RFA's are considering becoming a sole trader FAP. MBIE is banking on none according to...”
    3 hours ago by MPT Heretic
  • Pathfinder-backed KiwiSaver to target gender diversity
    “This is a great initiative by Pathfinder - congratulations on taking a risk, and standing up for something that you believe...”
    1 day ago by Pragmatic
  • Call to ensure efficient advice licensing
    “@all Put your cheque books away - no need to pay the lawyers to do the research to provide an opinion...... In my old...”
    2 days ago by Murray Weatherston
  • Call to ensure efficient advice licensing
    “Further reading - Kinsington Swan in February 2018 https://www.kensingtonswan.com/news-updates-and-events/financial-advice-reforms-insights-series-14-penalties-enforcement-complaints-and-disciplinary-matters/...”
    2 days ago by all hat, no cattle
  • Call to ensure efficient advice licensing
    “MPT and Murray this might help https://www.fma.govt.nz/assets/Fact-sheets/Who-will-need-a-licence-to-provide-financial-advice...”
    2 days ago by all hat, no cattle
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Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
ANZ 5.69 4.35 4.35 4.55
ANZ Special - 3.85 3.85 4.05
ASB Bank 5.70 4.29 4.35 4.55
ASB Bank Special - 3.89 3.85 4.05
BNZ - Classic - 3.85 3.85 4.05
BNZ - Mortgage One 6.40 - - -
BNZ - Rapid Repay 5.85 - - -
BNZ - Std, FlyBuys 5.80 4.69 4.59 4.79
BNZ - TotalMoney 5.80 - - -
Credit Union Auckland 5.95 - - -
Credit Union Baywide 6.15 4.95 4.95 -
Lender Flt 1yr 2yr 3yr
Credit Union North 6.45 - - -
Credit Union South 6.45 - - -
Finance Direct - - - -
First Credit Union 5.85 - - -
Heartland 6.70 7.00 7.25 7.85
Heartland Bank - Online - - - -
Heretaunga Building Society 5.75 4.60 4.75 -
Housing NZ Corp 5.80 4.69 4.49 4.45
HSBC Premier 5.89 3.79 3.79 3.89
HSBC Premier LVR > 80% - - - -
HSBC Special - - - -
Lender Flt 1yr 2yr 3yr
ICBC 5.65 3.85 3.95 3.89
Kiwibank 5.80 4.60 ▼4.60 ▼4.74
Kiwibank - Capped - - - -
Kiwibank - Offset 5.65 - - -
Kiwibank Special - 3.85 ▼3.85 ▼3.99
Liberty 5.69 - - -
Napier Building Society - - - -
Nelson Building Society 6.10 ▼4.69 ▼4.79 -
Resimac 5.30 4.86 4.14 4.19
RESIMAC Special - - - -
SBS Bank 5.79 4.85 5.05 5.49
Lender Flt 1yr 2yr 3yr
SBS Bank Special - 3.85 3.85 3.99
Sovereign 5.80 4.29 4.35 4.55
Sovereign Special - 3.89 3.85 4.05
The Co-operative Bank - Owner Occ 5.65 3.89 3.89 4.05
The Co-operative Bank - Standard 5.65 4.39 4.39 4.55
TSB Bank 5.69 4.45 4.35 4.55
TSB Special - 3.95 3.85 4.05
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.79 4.69 4.79 5.19
Westpac - Offset 5.79 - - -
Westpac Special - 3.85 3.85 4.05
Median 5.80 4.35 4.35 4.19

Last updated: 19 July 2019 10:59am

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