Ethical Investing

We support the United Nations Principles for Responsible Investment (PRI). There are six aspirational tenants:

  • incorporate Ethical, Social and Governance (ESG) issues into investment analysis and deci­sion-making processes.
  • be active owners and incorporate ESG issues into our ownership policies and practices.
  • seek appropriate disclosure on ESG issues by the entities in which we invest.
  • promote acceptance and implementation of the Principles with­in the investment industry.
  • work together to enhance our effectiveness in implementing the Principles.
  • each report on our activities and progress towards implement­ing the Principles.

The first way of defending against non-compliant investments is negative screening – excluding businesses because they harm the environment or society. A second defence is positive screening – engaging with companies to encourage better management decisions to increase worker rights, better environmental decisions and assess how the company react and remedies any lapses. When you invest with a focus on “do­ing no harm” and working towards good Environmental, Social and Governance outcomes, everyone wins. This is why, socially responsible investing is no longer a nice to have, but rather a must have for the prudent investor.

If these considerations are as important to you as they are to us, then please get in touch to see how we can help you towards a more sus­tainable investment path.

All initial consultations are free of charge.  We are always happy to have a chat so call us today on 0800 379 325 or email us

Social Responsibility

NZ is great at being Socially Responsible. Our team of 5 million has proven this... [Read more]

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