Pathfinder nabs top gongs (again)

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Pathfinder takes out top ethical investing awards and two advisers share top adviser award.

Saturday, July 1st 2023, 10:56AM 1 Comment

Mindful Money held its ethical investing awards during the week and showcased firms doing well in this sector.

“The annual awards are about raising standards in the investment sector through profiling and celebrating the leaders,” Mindful Money founder and chief executive Barry Coates said.

“The award winners show innovation and leadership in ethical and impact investing. There is justification for public concern over greenwashing and exaggerated claims around ethical investment - the winners showed what it looks like when investment providers walk the talk.”

The awards showed there has been real progress in higher standards, more choices for individual investors and scaled up positive impacts for the climate, environment and social issues.” 

The biggest winner was Pathfinder Asset Management, winner of the Most Ethical KiwiSaver Provider, winner of the Best New Ethical Fund award for the Green Bond Fund, and highly commended in the Best Retail Ethical Investment Provider.

The judges said Pathfinder has continued to raise the bar on best practice. An important criterion for both of these categories is investing for positive impact. Pathfinder has expanded its impact investments over the past year in solar energy, social housing and the circular economy. They have continued to demonstrate their strong social purpose throughout their organisation.
Best Ethical Financial Adviser

For the first time in the three years of these awards, there were co-winners of a category. The judges were impressed by the depth of research and analysis applied to client and investment processes. Carey Church and the Moneyworks team have developed tools and systems to verify the policies and practices of different investment options.

The commitment of Moneyworks to ethical investing was evident and supported by their recent B-Corps certification.

Last year’s winner, Ethical Investing NZ, has developed strong processes to get to know their clients’ ethical preferences. This includes a holistic approach to defining long term goals and values, encompassing family and community relationships.

They provide a high standard of transparency so that clients are given full information about costs at the start of engagements.

Best Ethical Retail Investment Fund Provider
Winner: TAHITO
Highly commended: Pathfinder Asset Management

Best New Ethical Fund 2022
Winner: Pathfinder Asset Management

Best Impact Investment Fund
Winner: Purpose Capital
Highly commended: Climate Venture Capital Fund

Best Net Zero and Climate Action Investor
Winner: Climate Venture Capital Fund
Highly commended: New Zealand Green Investment Finance

Best Ethical Financial Adviser
Joint Winners: Ethical Investing NZ and Moneyworks

Best Ethical Overseas fund
Winner: Pengana WHEB Sustainable Impact Fund
Highly Commended: BetaShares Global Sustainability Leaders ETF

Best Ethical KiwiSaver Fund Provider
Winner: Pathfinder Asset Management

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