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Ethical Investing NZ Ltd

Financial Advisory Group

|

Certified

Ethical Investing NZ Ltd

Financial Advisory Group

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Ethical Investing NZ works with passionate, values-focused people and organisations, helping them to make smart decisions about their money. We provide strategic and integrated solutions in responsible and ethical investment, financial planning, insurance and employee benefits. Mark has over 28 years’ experience in the Financial Services sector both in the United Kingdom and New Zealand, having worked in senior roles within large corporate institutions, as well as small boutique advisory businesses. He holds Authorised Financial Adviser (AFA) status as well as Advanced Financial Planning Certification from the United Kingdom.

Address

Level 10, SAP Tower 151 Queen Street, Auckland, , NZ, 1140

Mobile

Email

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Organisation

Company number

  • 1106952

Services offered

Certified products

  • Approved Product List is as follows: Perpetual Wholesale Ethical SRI Fund (2015) APN AREIT (2015) Dimensional Global Sustainability Trust (2016) Dimensional Australia Sustainability Trust (2018) Dimensional Global Bond Sustainability Trust (2019) Vanguard Ethically Conscious Global Bond Fund (2019) Vanguard Ethically Conscious International Shares Index Fund (2019) NZ Core Equity Trust (2019) Booster Kiwisaver SRI Funds

Approved products

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Financial Adviser

Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.