Help you plan Manage your assets Help you implement Keep you informed Governance And that little bit extra
Putting clients first is in our DNA. Whether it's our commitment to our fiduciary duty, or our focus on delivering an outstanding customer experience, we put our clients first.
We are owned by New Zealand Government entities: NZ Super Fund, Accident Compensation Corporation (ACC) and New Zealand Post. Our profits are returned to New Zealanders, not foreign owners or wealthy individuals. Our owners are focused on our business in New Zealand enabling our board and management to be 100% Kiwi client focused.
Our Investment Management Team are highly qualified professionals with extensive experience and a strong track record managing assets in global financial markets.
We have a long-standing Responsible Investment Policy, which we apply across all of the funds we manage and to all of the investment decisions we make.
We provide comprehensive reporting which shows our clients how their money is being invested, how their investments are performing and everything that they are charged.
We have achieved outstanding outcomes for our clients for more than a decade. Our strong and stable New Zealand-based investment team is proving that Kiwis can take on the world when it comes to managing global portfolios.
Our goal is to achieve the best investment outcome for our clients. We manage against risk targets and select the best investments for the risk targets that we are given by our clients. That’s what matters to us. Our approach frees up our Portfolio Managers to invest into whatever works rather than pigeonholing assets into pre-determined buckets.
We consider all available investment opportunities globally when constructing our portfolios. We consider New Zealand investments alongside everything available globally to produce the best investment outcome for our clients.
We have an outstanding investment team with strong industry and academic credentials. We do not follow the pack or take comfort from traditional approaches. Our technology provides our 100% New Zealand-based team with a seamless view of investments worldwide for the benefit of our clients.
We invest using strategies that are best placed to meet our clients' objectives.
These may include:
We're committed to responsible investing. Environmental, social and governance issues are considered by our in-house investment management team when analysing and making decisions about investments.
Our Investment Management Team are highly qualified professionals with extensive experience and a strong track record managing assets in global financial markets.
The team is supported by in-house technology and portfolio systems, proprietary Kiwi Wealth investment processes, and a mix of internally and externally sourced investment research.
