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After the personalised ethical investment analysis for each client we have a full list of their 'nasties' and $ and % exposure - we report by category and the top 10 companies, and the information is available for us to answer any clients queries. We have had questions relating to wanting no exposure to weapons, Amazon and DGL to name a few and were able to tell the clients exactly what their exposure is.
Whilst we report on the top 10 companies in the annual review and financial plan, we believe that we need to understand these in more detail ourselves.
We seek information from our fund managers on their justification for holding these 'nasties', to go with the information from Mindful Money and our own research.
We track this in a (currently 57 page) document, adding the information from different sources as a quick reference to be able to answer questions and for our own knowledge. We have added a screenshot to the left.
Moneyworks NZ LtdP: 0800 225 621E: email@example.comP O Box 1003, Cambridge 3450
Licensed Financial Advice Provider - FSP 15281
Regulatory Information: Moneyworks is a Licensed Financial Advice Provider (FSP15281), and AML Reporting Entity and is supervised by the Financial Markets Authority.
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