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Mike Ross

Financial Adviser

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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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Mike has 14 years of experience in the financial services sector. His most recent role was with a Wellington-based private wealth business where he was responsible for managing an investment team that looked after more than $500m for individuals, family trusts, and charitable trusts. While there, he developed and implemented a socially responsible investment strategy and portfolio. In this role, he was also an Investment Committee member and oversaw a team of investment advisers. Mike’s other previous experience includes working in corporate finance for a renewable energy company, and a private equity firm in London. He is also a CFA® charterholder and has a Master of Business in Finance. Mike grew up in Dunedin and went to the University of Otago. He is now based in Wellington and is married with three children (Harvey, Jem, and Leon). He is a keen sports fan, which now sees him coaching kids' football, playing the occasional round of golf, and riding his e-bike.

Address

Level 9 111 The Terrace, Wellington, Wellington, NZ, 6011

Phone

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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

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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.