investment performance


Ethical Investing - How do we know what our fund managers are doing?

There are a number of factors that we take into account in our process, which will be built on over time. 1.    Are the Fund Managers Signatories to UN PRI and or/RIAA 2.    What published information do the fund managers have on their approach ...
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Ethical Investing - The different terminologies

Ethical Investing is the short hand for many different types of approaches to understanding what and how the companies that you are investing in are carrying out their business. Since the Industrial Revolution companies have carried out their activities with the sole aim of ...
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Ethical Investing - Moneyworks Approach

Since 2017 Moneyworks have been analysing the ‘ethical investing’ approach that the fund managers that we recommend take.  Having investments that don’t ‘do bad’ is important to us at Moneyworks and also to many of our clients. Over the years the field of ‘e...
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It really isn’t possible to ‘time’ the markets – investors with $1.4 billion in KiwiSaver funds learned this in March

When we meet with our Membership Fee clients on an annual basis, we consider the risk profile that their investments are invested in.  As your life changes, this may change.  We encourage our non Membership Fee clients to engage with us to discuss your risk profile...
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Dart Throwing Monkeys - can they do better than active investment managers?

In December 2019, Kiwi Wealth released a research report analyzing the actual returns of tracking ‘passive’ investment funds, versus random ‘dart throwing monkeys’ versus ‘active’ investment management. The research confirmed what we have known all along, which i...
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How does using an adviser add 5% to your annual returns?

Research recently carried out in New Zealand by Russell Investments, recently confirmed the findings in the USA and Australia, that using an adviser can add 5.2% pa to a clients portfolio returns. There are three areas that advisers make a difference to their clients investm...
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Asia - the powerhouse

July 31, 2019
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