

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.
Address
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Organisation
Evergreen Advice Limited
Company number
Services offered
Superannuation and Retirement Planning Investments and Managed Funds Direct Shares
Certified products
Approved products
Core: Harbour Sustainable NZ Shares Fund Core: Dimensional Australian Sustainability Trust Core: iShares MSCI EM SRI UCITS ETF Core: Dimensional Global Sustainability Trust (NZD) Core: Vanguard Ethically Conscious International Shares Index Core: Harbour NZ Corporate Bond Fund Core: Dimensional Global Bond Sustainability Trust (NZD) Satellite: Pathfinder Ethical Growth Fund Satellite: Pathfinder Ethical Trans-Tasman Fund Satellite: Pathfinder Global Responsibility Fund Satellite: Stewart Worldwide Leaders Global Fund. Satellite: BetaShares Global Sustainability Leaders ETF Satellite: BetaShares Climate Change Innovation ETF Satellite: Harbour Sustainable Impact Fund Satellite: Kernel Global Clean Energy Satellite: Kernel Kensho Electric Vehicle Innovation KiwiSaver: Pathfinder Conservative/Balanced/Growth KiwiSaver: Simplicity Conservative/Balanced/Growth