Insights
Adviser Update: May 2023
Changes to documents, giving model, our water fund & climate change
In this issue we talk about
Changes to our Managed Fund Product Disclosure Statement.
Our new giving model.
Eight things to tell your clients about how our investing can generate better outcomes for the environment
Our flagship Global Water Fund and some of the interesting companies in it.
Changes to Managed Fund Disclosure Statement
We have made some small changes to our Managed Fund Product Disclosure Statement. If you use our Managed Funds (directly or through a platform), please ensure you have the latest version on file and are aware of the changes:
Water fund description and objective wording (PDS page 1),( SIPO page 2)
Green Bond Fee disclosure (PDS page 9)
Ethical investment wording (PDS page 4)
Ethics and Investment Committee member (OMI Page 2)
Our new giving model: what you need to know.
We have made some changes to our charitable giving model so we can more proactively champion people, our planet and animals.
Reach out to Simon if you would like more detail.
The C Words: Climate Change
Eight things to tell your clients about how our investing can positively support the environment.
Our flagship Global Water Fund
The only fund of its kind in Aotearoa, this fund has been around for 10 years. It aims for above average long-term returns by investing in companies connected to water quality, accessibility or sustainability that satisfy Pathfinders ethical investment criteria.
Simon is responsible for building and maintaining relationships with independent financial advisers and corporates across New Zealand. He holds a bachelor’s degree in management, an Executive MBA through Massey University, and is a member of the Institute of Directors. He is people-focused and enjoys both the relationship and technical sides of his role, with past experience ranging across both private and public sectors.