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.
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.
Evergreen Advice is a fee-only investment advice firm that specialises in sustainable investing. We help individuals, families, and charities who want support managing their investments to achieve their goals. We provide personalised, research-driven financial planning, portfolio management, and KiwiSaver advice. We believe in making socially responsible investing a core part of all portfolios. There are many reasons our clients might be interested in socially responsible investing: whether it is to align their investments with their values or as a way to manage investment risk. Either way, we work with them to ensure their investments are right for their circumstances and beliefs. We ensure that investors can achieve their financial goals while using their money to influence positive change. This can be achieved by investing in businesses that have superior sustainability characteristics and by engaging with companies to influence their business practices.
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Level 9 111 The Terrace, Wellington, Wellington, NZ, 6011
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