Opinion

Dr Robert Howell September 2021   Introduction and Summary AMP has two separate entities. AMP Capital, based in Australia, is run separately from AMP Wealth Management New Zealand (AMPWMNZ) which operates the Kiwisaver Funds. Discussion of AMP Capital is not included in this analysis. This article describes and evaluates AMPWMNZ’s approach to ethical investing (which they …

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AMP Capital: Is it Responsible? Dr Robert Howell September 2021 Introduction and Summary AMP Capital’s approach to responsible investment is described, with its ESG Approach, its exclusions based on the concepts of harm or denial of humanity, and how it engages.  A brief description is given of the AMP Capital Ethical Leaders Global Shares Fund. …

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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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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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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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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 …

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