Investment

Generate and The Moral Bankruptcy of ESG

This report from Dr Robert Howell examines the New Zealand Kiwisaver fund ‘Generate’ and the ESG (environmental, social and governance) process it claims to adhere to. The report is reproduced below and is available as a PDF here. Generate and The Moral Bankruptcy of ESG Dr Robert Howell September 2021 In May 2021 The Economist crunched the …

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Wise Response takes action against unethical investment funds.

WISE RESPONSE TAKES ACTION AGAINST UNETHICAL INVESTMENT FUNDS Professor Liz Slooten, Co-Chair, Wise Response* Dr Robert Howell Wise Response has taken initiatives against investment funds which falsely claim to be responsible or ethical.  The funds to date have been Pathfinder, Simplicity and the New Zealand Superannuation Fund (NZSF).  A complaint against Pathfinder has been made …

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WR Complaint about the New Zealand Superfund

Wise Response has made a complaint about the New Zealand Superfund (NZSF) making misleading claims to be a responsible investor. The complaint is available here as a PDF. The complaint has been forwarded to the Minister of Finance and other relevant ministers. A press release has been issued: Press release: 30 August 2021, A.M. Irresponsible …

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Simplicity and Vanguard Investment Funds: Follow Up

Simplicity and Vanguard Investment Funds: Follow Up Dr Robert Howell Introduction This article reports on discussions with Sam Stubbs, CEO of Simplicity, about the article Simplicity Fund and Vanguard Ethically Conscious International Shares Index Fund – Are They Ethical? and reflects on the processes of engagement and reporting for all funds.  That article assessed the …

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Simplicity Fund and Vanguard Ethically Conscious International Shares Index Fund – Are They Ethical?

Dr Robert Howell Simplicity Fund and Vanguard Ethically Conscious International Shares Index Fund – Are They Ethical? Dr Robert Howell June 2021 1  Introduction Simplicity is a New Zealand non-profit fund manager owned by the Simplicity Charitable Trust.   Are the Simplicity Funds[1] ethical? Simplicity states that they invest with a conscience. They will not make …

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Pathfinder Ethical Funds: Are they Ethical? Lessons to be Learned by Dr Robert Howell

Dr Howell has reviewed the New Zealand funds manager Pathfinder. The full article is reproduced below and available as a PDF here. —————————————————————– Please note this article has an addendum, reproduced below: Addendum 14 August Since the publication of this article, it has been drawn to my attention that Pathfinder’s Trans tasman fund has a large …

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