Kiwi Investment Management

We are a New Zealand-owned investment management firm expertly managing assets for wholesale investors.

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$5.0

Billion under management*

100%

New Zealand owned and operated

15 years

Investing money for Kiwis*

*The above figures include funds for the Kiwi Wealth KiwiSaver Scheme, Kiwi Wealth Super Scheme and Kiwi Wealth Private Portfolio Service.

$5.0 billion under management

100% New Zealand owned and operated

15 years investing money for kiwis

*The above figures include funds for the Kiwi Wealth KiwiSaver Scheme, Kiwi Wealth Super Scheme and Kiwi Wealth Private Portfolio Service.

Kiwi Investment Management (Kiwi Invest) provides investment services for wholesale investors including charities, community trusts, Iwi, government, local authorities and superannuation schemes.

What we do for our clients

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Kiwi Invest is part of the Kiwi Wealth family

Tick Help you plan

  • By understanding your vision, motivations and core values, we can begin to create your very own bespoke solutions.
  • By managing foreign currency and market tail risk events.
  • By selecting funds and strategies.

Tick Manage your assets

  • Expert investment management by a New Zealand based team of highly skilled investment professionals.
  • A proven, long-term track record of achieving client outcomes.
  • A market-leading approach to investment.

Tick Help you implement

  • Manage asset transitions to mitigate cost and hassle to you.
  • Explain investments in plain English.
  • Tailor our reporting to suit your needs.

Tick Keep you informed

  • Tailored wholesale investment reporting.
  • Transparent reporting, right down to the individual security level.
  • Presentations by senior Kiwi Invest staff at governance meetings.

Tick Governance

  • Attending regular meetings for good portfolio governance.
  • Assistance with updating your Statement of Investment Policy and Objectives (SIPO).

Tick And that little bit extra

  • We will go beyond the traditional funds management relationship by exploring ways that our wider group can assist.
Kiwi_Wealth_Logo_64px
Kiwi Invest is part of the Kiwi Wealth family

Why invest with us

Our clients come first

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.

Our clients

Owned by New Zealand

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.

Helping kiwis

Experienced, qualified investment experts

Our Investment Management Team are highly qualified professionals with extensive experience and a strong track record managing assets in global financial markets.

Investment experts

Committed to responsible investment

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.

Responsible investment

A focus on transparency

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.

Transparency

Proven track record

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.

Proven track record

Our clients come first

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.

Owned by New Zealand

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.

Experienced, qualified investment experts

Our Investment Management Team are highly qualified professionals with extensive experience and a strong track record managing assets in global financial markets.

Committed to responsible investment

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.

A focus on transparency

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.

Proven track record

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 approach to investment

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.

  • Trust
    We tell it like it is. We are truly accountable and have strong governance structures.
  • Respect
    Putting our clients first is in our DNA. Client outcomes are what is important to us.
  • Excellence
    We are continually challenging our investment beliefs and processes to ensure our investment approach remains leading edge.
  • Agility
    The ability to move quickly and astutely, navigate obstacles and innovate to meet opportunity is crucial. We need to respond nimbly to our clients' needs to get the best outcome.
  • Transparency
    Our clients must be able to see what they are investing into and what they are paying.

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:

  • Active strategies seeking excess returns from superior stock selection of quality companies
  • Active strategies seeking excess returns from exploiting market trends and macroeconomic forecasts
  • Enhanced index strategies to capture market returns and seek additional returns to cover the cost of harvesting this market return
  • Passive strategies to capture excess returns from certain market factors
  • Alternative investments to generate excess returns during times of listed market stress
  • Opportunistic strategies to take advantage of market mispricing
  • Active strategies to mitigate capital loss situations.

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.

More about responsible investing

About the Kiwi Invest team

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.

Meet the full Kiwi Invest team

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