Articles tagged with 'responsible investing'
T Rowe Price impact fund favours engagement over exclusion
15 May 2023 - T Rowe-Price fund manager Hari Balkrishna has been discussing the equities carnage of 2022 and prospects for the future.
Pathfinder gets into bonds - green and orange
22 February 2023 - Ethical investment provider Pathfinder has entered the global fixed income market with the launch of a green bond fund.
Making ethical money work
17 January 2023 - Two years ago Cambridge-based advisers Moneyworks committed to ethical investing but the first inkling that clients might want this type of offering actually appeared in the nineties.
Responsible investing is the bedrock of engaged philanthropy
10 November 2022 - As Aotearoa New Zealand’s largest non-Government philanthropy entity by volume, Perpetual Guardian’s responsible investment philosophy and strategy are informed by its stewardship of charitable trusts; it has $650 million in charitable and philanthropic funds under management. On behalf of its generous clients, Perpetual Guardian has stewarded the distribution of $288m in the last six years, or more than $41.2 million in philanthropic grants per year on average.
Creating a brighter, more sustainable future
9 November 2022 - By Kiwi Wealth
Responsible investment advanced with new Stewardship Code
29 September 2022 - Investors and the people who manage their money have been given clear guidelines on how to deal with non-financial matters such as climate change and sustainability.
[GRTV] It's time to rethink responsible investing
26 May 2022 - Kōura Wealth chief executive Rupert Carlyon says responsible investing is good but it's time to rethink some aspects of how it is done.
ANZ appoints head of RI
22 March 2022 - ANZ Investments has a new head of responsible investment.
Harbour launches its new Sustainable Impact Fund
1 December 2021 - Harbour Asset Management has launched a new high-end diversified fund designed to generate investment returns that have a positive impact on people and the planet.
Advisers can take on the climate change challenge
23 November 2021 - Financial advisers have a crucial role in helping their clients and the companies they invest in avoid climate risk after a disappointing result at the recent COP26 Climate Summit.
NZ Super invests US$100m in climate tech fund
12 November 2021 - The New Zealand Super Fund has committed US$100 million to the Fifth Wall Climate Technology Fund, an early-stage fund managed by leading real estate technology venture capital firm Fifth Wall.
Investors in a race to zero
4 November 2021 - Mindful Money has formed a coalition of organisations to encourage and support investors to deepen their climate action, Barry Coates explains why it is so important.
Funds' net-zero committment must be credible
29 October 2021 - Public disclosure will be crucial to the success of the Crown Responsible Investment Framework says Mindful Money's Barry Coates who also says "pledge and forget is not an option".
Investment avoidance not good enough says Pathfinder
18 October 2021 - Pathfinder executives say KiwiSaver managers must do more to prove their ethical investment policies and products are making the difference they say they are.
Kernel Wealth plants seeds for the future with new ESG funds
13 October 2021 - Kernel Wealth has been waiting for the right time to pick some quality funds to start filling its ESG basket and has now delivered them to market.
More Kiwi fund managers make RIAA 'Responsible Leaders' list
9 September 2021 - Twenty-one Kiwi investment managers have made this year's Responsible Investment Association Australasia list of Responsible Investment Leaders.
Kiwi investors leading the Responsible Investment charge
8 September 2021 - New Zealand is fast becoming a world leader in responsible investing with responsible investment assets growing at twice the pace of other managed investments.
Pathfinder joins the $100 million club
10 August 2021 - Pathfinder may be one of New Zealand's newest and smallest KiwiSaver providers but is growing rapidly and has hit its first major milestone with over $100 million of assets under management.
Five new funds for ethical investors
18 June 2021 - Mindful Money, New Zealand's top ethical investment platform, has added five new funds to its stable of investment options.
Mindful Money awards reach capacity
4 June 2021 - Organisers of the first Mindful Money ethical investment awards and conference are delighted the event has sold out with more than three weeks to go before the big night.
How to finance the climate change transition
4 June 2021 - Industry leaders have outlined how fund managers can solve the climate crisis while still making great returns.
Investor demand sees Kernel launch range of sustainable funds
3 June 2021 - Investment advisors and wholesale investors now have access to three new sustainable funds which give their clients exposure to domestic and international markets with a sustainable and ESG overlay.
Advisers ‘critical gatekeepers’ for responsible investment: RIAA
2 June 2021 - Simon O’Connor, chief executive of the RIAA says financial advisers are critical in the responsible investment space, and with consumer demand increasing they need to know what they are talking about.
Pathfinder and ACC invest in All Black's mental health initiative
28 May 2021 - KiwiSaver provider Pathfinder and the Accident Compensation Corporation have teamed up with Mentemia, both investing in the workplace wellbeing platform founded by Sir John Kirwin and tech entrepreneur Adam Clark.
The best in ethical investing to be awarded
12 April 2021 - Mindful Money is introducing the annual Ethical Investment Awards which highlights the growth in responsible investing.
NZ Super Fund: Links to Myanmar military
9 April 2021 - The Green and National parties are calling for NZ Super to face a government inquiry over its links to a company supplying aid to the Myanmar military.
New FSPR reporting: What you need to know
30 March 2021 - Re-registering FSPs are required to declare if they are captured under the AML/CFT Act and who supervises them.
Mint NZ SRI fund now accessible to retail clients
26 March 2021 - Mint Asset Management has brought its wholesale New Zealand SRI Equity Fund to the retail market.
Boom: 88 KiwiSaver funds invested in nukes
18 March 2021 - New research says 88 KiwiSaver funds have investments in nuclear weapons.
Five reasons why responsible investment will keep growing
19 January 2021 - Responsible Investment Association chief executive Simon O'Connor gives five reasons why RI will continue to grow this year.
FMA sets expectations for issuers of ‘green’ and ‘responsible’ funds
15 December 2020 - The “Disclosure framework for integrated financial products” guidance shows the FMA is ready to take into account a wider scope of investor outcomes than just financial returns.
PRI’s updated framework a challenge for responsible investors
17 November 2020 - The UN’s PRI have recently updated their reporting framework, Steffan Berridge of Kiwi Wealth told Good Returns why the higher standards could present a challenge for NZ investors.
NZ investors will move their money if funds prove non-ethical
29 October 2020 - New research commissioned by Mindful Money and RIAA shows that 58% of New Zealanders would consider switching their investments to another provider if their current fund was inconsistent with their values.
Responsible investors ahead of the game
15 September 2020 - A new report shows that the vast majority of New Zealand investors now have a commitment to responsible or ethical investing.
Responsible investment's gender gap
4 September 2020 - Women are 10% more likely than men to switch KiwiSaver providers if their funds are invested in industries they do not support, a new survey shows.
Super Fund scores As for responsible investment
19 August 2020 - The NZ Super Fund has scored well in a report looking at its approach to responsible investment across its $47 billion portfolio.
Mint strengthens SRI rating with UNPRI
7 August 2020 - Mint is proud to have maintained above market performance during "these unprecedented times", and overall UNPRI rating at A+/A.
[GRTV] Bascand outlines the keys to Covid recovery
2 August 2020 - Harbour Asset Management managing director Andrew Bascand explains the firms approach to investing in this volatile, Covid-19 dominated environment.
Responsible managers claim a win
21 April 2020 - “Ethical” KiwiSaver funds are outperforming their mainstream competitors through Covid-19 market disruption, a responsible investment platform says.
Providers disagree on active advantage for responsible investment
19 February 2020 - Newcomer kōura is taking aim at a KiwiSaver provider's claim that active management provides an edge in catering to consumers' responsible investment demands.
BlackRock coal move part of bigger shift
21 January 2020 - BlackRock’s decision to dump its investments in coal is part of a wider global surge in responsible investment, prompted in part by Australia’s latest bush fires, one New Zealand analyst says.
Clients expect deep RI understanding: Kiwi Wealth
9 December 2019 - Investment advisers may need to have fewer, but deeper, relationships with product providers to better understand their responsible investment stance, Kiwi Wealth’s head of retail wealth says.
Low emissions, higher value, report suggests
5 December 2019 - Companies with lower carbon emissions have, on average, higher valuations and outperform higher emitters over the long term, a new Carbon Report by Forsyth Barr says.
KiwiSaver providers: Balanced is better – hold the RI
27 November 2019 - Most KiwiSaver providers have rejected the idea of applying “lifestages” settings to default funds – and most think a balanced setting is the best solution. But they're not convinced there should be any obligation to invest responsibly.
Fund managers may have climate-change duty of care
31 October 2019 - Fund managers’ duty to act in the best interests of investors may now require managers to take climate change risk into account when designing investment policies, a new report says.
Investors prepared to switch for ethical funds, report shows
30 October 2019 - More than 80% of New Zealanders expect their KiwiSaver and other investments to be invested responsibly and ethically, new research by the Responsible Investment Association of Australasia and Mindful Money has shown.
FMA tackles green-washing
1 October 2019 - The Financial Markets Authority (FMA) wants providers to explain what makes their investment products "responsible".
Strong demand for impact investment, Association says
23 September 2019 - The Responsible Investment Association says fund managers need to develop a strong framework for reporting on their impact investments so that investors get a clear idea of what they are supporting,
Strong response expected to KiwiSaver default review: Govt
20 September 2019 - Government officials expected the discussion paper proposing reform of the KiwiSaver default fund arrangement would provoke "full and rigorous debate", a cabinet paper reveals.
Advisers directing clients to DIY: Hatch
19 September 2019 - Advisers are directing clients to digital platforms to carry out their investment plans, the general manager of Hatch, Kristen Lunman, says.
ASB adds impact to its fund range
18 September 2019 - ASB has added two new funds to its stable of investment options – the ASB KiwiSaver Scheme Positive Impact Fund and the ASB Investment Funds Positive Impact Fund. Both will have a focus on investing in companies that are making a positive impact on society or the environment.
BNZ adopts custom based index
13 September 2019 - Bank of New Zealand has licenced a custom index based on the FTSE Global Choice Index Series. The FTSE Global Choice Index Series uses a transparent, rules-based...
Super Fund gets RI rating
2 September 2019 - The NZ Super Fund has received strong ratings across several categories in the latest United Nations Principles for Responsible Investment (UNPRI) Report.
Why are Australian banks investing in nuclear weapons companies?
7 August 2019 - New Zealanders have strong and clear opinions about where our money is invested, and not supporting the manufacture of nuclear weapons is right at the top of the list. Our country has a long and proud anti-nuclear weapon history.
Mint gets responsibility tick
1 August 2019 - Mint Asset Management (Mint)’s focus on responsible investment has earned it the top rating in a global benchmark that recognises strong governance and strategy.
Ethical investing on human rights grounds 'too hard' - Simplicity
31 July 2019 - Simplicity founder Sam Stubbs says New Zealand managers only have so much control over international investments and that it's "too hard" to make exclusions on human rights grounds.
Make advisers discuss ethical options: Coates
23 July 2019 - Financial advisers should be "obliged" to discuss ethical and responsible investment preferences with their clients, the founder of a new responsible investment platform says - but one adviser isn't so sure.
Have your say on Super and KiwiSaver
16 July 2019 - Submissions are now open on the government’s Review of Retirement Income Policies, including questions around Superannuation and KiwiSaver. The...
Responsible investment uptake highest in NZ: RIAA
9 July 2019 - New Zealand has the highest proportional uptake of responsible investment funds among the world's major markets, according to the Responsible Investment Association of Australasia's latest benchmark report.
Mindful Money wants to boost ethical investment
25 June 2019 - The founder of a new responsible investment platform wants to get all KiwiSaver members to think about where their money is invested.
Support for Christchurch call
16 May 2019 - New Zealand and global investors representing more than $5 trillion have added their support to the Christchurch Call, which sets out voluntary commitments for governments, companies and wider society to work together to eliminate terrorist and violent extremist content online.
Industry shakeout good for advisers
16 April 2019 - Regulation will lead to a reduction in adviser numbers in the coming years, a positive for those remaining in the industry, according to leading industry figures.
Fund managers question social media investments
20 March 2019 - New Zealand fund managers may reassess their investments in Facebook in the wake of Christchurch’s mosque shootings, as a group of large-scale investors call for change.
NZ Super Fund reveals votes
13 March 2019 - Records of how the NZ Super Fund has voted at listed company AGMs are now available on its website.
[The Wrap] Sorry guys, you can't (or shouldn't) be ignoring RI
16 November 2018 - Advisers need to be talking to clients about responsible investment options; rather than just putting the questions into the too hard basket.
Simplicity faces responsibility questions
2 October 2018 - Simplicity founder Sam Stubbs is rejecting criticism that his responsible investment stance doesn’t go far enough.
AMP divests from tobacco securities
28 September 2018 - AMP has completed its divestment of A$440m worth of tobacco manufacturing-related holdings, including NZ$40m of tobacco securities in New Zealand funds.
Pathfinder launches vegan fund offer
22 September 2018 - Pathfinder Asset Management has launched a vegan-friendly fund option.
[The Wrap] Friendly fire in responsible investment space
21 September 2018 - Simplicity CEO Sam Stubbs may exclude munitions from the funds' investments, but he sure knows how to lob a grenade.
Fund managers angry at poor grades
21 September 2018 - Fund managers have hit out at a new KiwiSaver switching platform, which has awarded them dismal grades for their ESG work.
Fund managers hypocritical on RI: Stubbs
20 September 2018 - Fund managers that offer both “ethical” and “normal” investment strategies to clients are “hypocritical” in their approach to responsible investing, according to the managing director of KiwiSaver provider Simplicity.
Animal cruelty top of investors' worries
18 September 2018 - Fund managers might be dropping investments in ammunitions and pornography, carbon and gambling – but new research suggest it’s animal welfare that they should be most concerned about.
Booster gets responsibility badge
28 August 2018 - Booster’s KiwiSaver scheme has been given a sustainability tick by accreditation provider Conscious Consumers.
Kiwi managers become more responsible
17 August 2018 - New Zealand fund managers doubled the amount of money they allocated to responsible investment strategies last year, according to a new study on environmental, social, and governance practices.
BNP joins Responsible Investment Association
26 July 2018 - BNP Paribas Asset Management has become a member of the Responsible Investment Association Australasia, the industry body representing responsible, ethical and impact investors across Australia and New Zealand.
Time for 'green' classification system
11 July 2018 - Advisers say there’s too much uncertainty about “responsible” investment funds.
Sector exclusions lazy CIO says
4 July 2018 - Fund managers relying on sector exclusions to implement responsible investment policies may be doing more harm than good, one chief investment officer says.
Watch out for 'green-washing'
1 June 2018 - Investment advisers need to look closely at fund managers that promise "responsible" or "ethical" investment options, industry researchers warn.
Facebook removed from ethical ETF
27 March 2018 - Facebook has been dropped from an ethical investment fund amid concerns about its data breach. BetaShares said Facebook had been removed from the Global...
ANZ signs responsible investment pledge
14 March 2018 - ANZ Investments has signed the United Nations-supported Principles for Responsible Investment (PRI). The PRI is a set of principles designed to provide...
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.
Pathfinder bolsters responsible investment capability
14 February 2018 - Fund manager Pathfinder has appointed two staff to support its focus on responsible investment.
Client first 'means responsible investment'
18 January 2018 - New Zealand advisers and fund managers need to consider clients’ desire for responsible investment of their money if they are to meet their duty to act in clients’ best interests, the Responsible Investment Association of Australasia says.
NZ Super Fund excludes marijuana
18 December 2017 - Companies involved in the recreational cannabis industry have been excluded from the $37 billion NZ Super Fund. The exclusion does not include companies involved with licensed and authorised medicinal cannabis.
AMP Capital sees strong demand for passive funds
4 December 2017 - AMP Capital has launched three new passively-managed index fund options for New Zealand retail investors.
FMA pushes net returns over fees debate
21 November 2017 - The FMA has made it clear that promoting KiwiSaver funds on low fees only is wrong.
The Wrap: Minister acknowledges small firms
3 November 2017 - A look back at a week in which the new Commerce Minister acknowledged concerns, and one insurer received a big boost.
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.
The Wrap: Deadlines for changes clearer (maybe)
27 October 2017 - Since this is the Weekly Wrap we thought we'd try and wrap the week up, highlighting the key news stories and looking ahead to what's happening next week. Read on to see what's on the agenda.
Russell rolls out low carbon fund
25 October 2017 - Russell Investments has launched a Low Carbon Global Shares Fund in response to client demand for a fund that supports management of climate-change risk...
Pathfinder focuses on responsibility
2 October 2017 - Fund manager Pathfinder is rebranding, with a focus on responsible investing.
Kiwi Wealth latest to get responsible tick
25 September 2017 - Kiwi Wealth is the first default KiwiSaver provider to have all its funds verified as being invested responsibly. The accreditation has been independently...
Tipping point for responsible investing
11 September 2017 - Fund managers are increasingly having to consider the social impacts of their investing decisions but there is a challenge to get enough retail products in the market, the chief executive of the Responsible Investing Association of Australasia Simon O’Connor told Good Returns TV.
GRTV Ep4: How top fund managers are picked; the growing importance of Responsible Investing
9 September 2017 - ...
Responsible investing: Is there a cost?
8 September 2017 - The most popular argument used by investors that are resistant to the concept of responsible investing is that “returns are lower, it will cost me money”. Well, times have changed.
Investing responsibly: passing the tipping point
8 August 2017 - Do you believe that well governed companies have better long-term prospects than their competition? If you do, then you have already taken the first small step to aligning yourself with a more sophisticated approach to responsible investing (RI).
Mint gets A+ rating
2 August 2017 - Mint Asset Management has been given an A+ rating from UNPRI for responsible investment governance and strategy. A+ is the highest rating achievable for...
Advisers risk missing out on responsible investing surge
2 August 2017 - New Zealand investors put a record amount of money into responsibly invested funds in 2016, but advisers are still lagging in their understanding of ethical investment, the Responsible Investment Association Australasia says.
Younger investors rate responsible investment: Fisher Funds
27 June 2017 - Talking about responsible investing is a way for financial advisers to engage with younger clients, one fund manager suggests.
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.
Impact Investing for good
18 May 2017 - A new initiative, the Impact Investment Forum, has been launched to support development of the growing impact investment market in Australia and New Zealand...
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?
Responsible Investing Part Two: implications for everyone in financial markets
27 March 2017 - The essence of responsible investing (RI) is not its focus on environmental, social and governance issues (ESG) – these get the headlines but are about...
Deadline needed for clean default schemes: Greens
23 March 2017 - [UPDATED] There are calls for the Government to give KiwiSaver providers a set deadline to divest from companies involved in the manufacture of cluster bombs, landmines and nuclear weapons.
Hunter Hall International says it's 'business as usual'
1 February 2017 - One of Australasia's largest ethical investment firms has reassured the New Zealand finance industry that nothing has changed despite the turmoil caused by the shock resignation of its founder and an ongoing takeover battle
Pathfinder to screen its Water Fund for nasties
16 January 2017 - Pathfinder Asset Management has selected Sustainalytics, a leading global provider of ESG and corporate governance research and ratings, as its environmental,...
New fund out; Booster in
16 December 2016 - Booster Financial Services has stumped up $400 million in assets to help launch a new international fund that excludes the tobacco, controversial weapons and nuclear weapons sectors.
Kiwis seek RI information - but not from advisers
16 November 2016 - New Zealanders say there is not enough information available to help them choose responsibly invested KiwiSaver funds – but very few seek out an adviser to help them.
Undesirables to be removed from Vanguard fund
28 October 2016 - Vanguard has bowed to pressure and is about offer an international index fund which screens out so-called nasties including companies involved the tobacco, controversial weapons and nuclear weapons sectors.
KiwiSaver furore gave advice boost
10 October 2016 - Media headlines about KiwiSaver funds’ exposure to ammunition investments have provided a boost to some financial advisers.
Call for KiwiSaver to follow Super Fund on ethical investing
24 August 2016 - New Zealand's newest KiwiSaver provider is calling on the rest of the industry to adopt standard responsible investing protocols.
Grosvenor dumps Vanguard over cluster bombs
23 August 2016 - Grosvenor Financial Services has moved quickly to the furore around index funds investing in cluster bomb manufacturers by replacing one of its index managers, although the move comes at a cost.
'Work to do' to get advisers on to responsible investment
27 July 2016 - Advisers are slower than their clients to catch on to a growing movement towards responsible investment, it has been claimed.
RIAA develops find-an-adviser service
8 September 2015 - The Responsible Investment Association of Australasia is to launch a new web tool and map to help New Zealand investors find responsibly invested funds and advisers.
Advisers slow to switch on to responsible investing: RIAA
14 August 2015 - Financial advisers are still unconvinced about the merits of responsible investment principles despite growing consumer interest, the Responsible Investment Association of Australasia (RIAA) says.
