New Zealand Wide
Investors are becoming increasingly aware of the impact of their investing. Rutherford Rede has shown leadership in this field by implementing a Responsible Investing (RI) strategy and process. As a leader in the field of investment, we have taken steps to spearhead Responsible Investing.
RI strategy and thinking has moved away from simple negative screening of areas like tobacco, gambling, alcohol towards a dynamic ‘ESG’ approach which values companies based on their Environmental, Social and Governance (ESG) policies. Rutherford Rede recognises ESG as the main RI measure, akin to the creed of the United Nations Policies for Responsible Investing (UNPRI).
Having developed a charter of our firm's beliefs, we have now finalised the portfolio construction of an RI portfolio.This process will be ongoing, and as thinking changes around RI and information available develops, so will our processes. We believe that our first step is leading the way in New Zealand.
Rutherford Rede advisers are members of the Responsible Investing Association Australasia (RIAA). This organisation assists us on the path of Responsible Investing, providing guidance and checks on our processes. Visit the RIAA website to find out more about the organisation.
To speak to us about our RI beliefs and portfolio options, please contact us.