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2025 Mindful Money Awards Finalists
14th May 2025
Mindful Money is announcing the finalists for the fifth annual Ethical and Impact Investment Awards. These awards celebrate outstanding investors and individuals who have shown strong commitment and expertise in advancing sustainability and impact through their investment approaches. These awards have become the standard for excellence in ethical and impact investing.
The finalists across eight categories were selected from a competitive entry pool by a panel of 23 independent and expert judges. They generously donate their time and expertise to provide skilled and independent judging for the awards. They are bound by strict rules on confidentiality and conflict of interest.
The finance sector stands at a pivotal crossroads where investment decisions today will shape both our climate future and the health of our natural world, issues that are under discussion in the conference that precedes the awards. Urgent change is needed to transition to net zero, build resilience and halt the destruction of New Zealand’s biodiversity.”
The finalists in the awards (in alphabetical order) are:
Best Ethical KiwiSaver Provider (sponsored by Public Trust)
Generate KiwiSaver
Pathfinder Asset Management
Best Ethical Investor
Harbour Asset Management
Pathfinder Asset Management
TAHITO
Trust Investments Management
Best New Ethical or Impact Fund
Bay of Plenty Housing Equity Fund
Betashares NZ Sustainability Leaders Fund
Community Housing Funding Agency
Best Impact Investor
Community Housing Funding Agency
Purpose Capital
Soul Capital
Best Net Zero and Climate Action Investor (sponsored by Morningstar Sustainalytics)
Climate Venture Capital Fund series
Motion Capital
Best Ethical Overseas Fund
Australian Ethical Australian Shares Fund
Betashares Global Sustainability Leaders Fund
Stewart Investors Worldwide Leaders Sustainability Fund
Best Ethical Financial Adviser
Carey Church, Moneyworks
Mark Holtom, Ethical Investing NZ
Dr. Rodger Spiller, Money Matters
Best Media Reporting on Ethical Investment
Susan Edmunds, RNZ
Joanna Mathers, Informed Media
Steven Moe, Seeds Podcast
The keynote speaker for the awards event is Florence van Dyke, co-Founder of Chia Sisters and Business for Climate Action, former Global Sustainability Lead for NZTE and Edmund Hillary Fellow.
The awards MC is Jesse Mulligan, well-known as a leading radio presenter on RNZ, writer, comedian, restaurant critic and media personality.

Conference
Prior to the awards ceremony, Mindful Money will host a Conference focused on the practical pathways and innovative approaches needed to direct investment toward solutions that address climate and biodiversity challenges.
The conference will take place from 1.30pm to 5pm on Thursday 5th June at the Maritime Room, Princes Wharf, Auckland CBD. the line-up includes:
Keynote Speaker: Rob Campbell, one of New Zealand’s most respected professional directors with over 40 years’ experience across capital markets and business leadership.
Panel Discussions: The conference will feature two insightful panel discussions:
'Climate Transition: Taking Investment Action on Climate Change': Financing is a barrier to progress on decarbonisation and renewable energy. The panel will discuss ways to accelerate the climate transition by scaling up finance flows and reducing finance costs.
'Nature Transition: Shifting Investment From Harming Nature to Regeneration'': There is growing interest in nature amongst the investment sector. Action by investors is crucial to halt the loss of habitats and species and to build regeneration on a wider scale. The panel will discuss how natural capital can be recognised and supported as a pathway towards healthy, productive and resilient nature.
Facilitated roundtables with the audience to identify key initiatives to move forward on the climate transition and nature restoration.
Sponsors:
Mindful Money has secured generous support for the awards ceremony from Public Trust and Morningstar Sustainalytics, sponsorship contributions from Generate KiwiSaver, Trust Investments Management and Stewart Investors, and community support from Foundation North and Whakatupu Aotearoa Foundation
The Awards Principal Sponsor, Public Trust, offers some of Australasia’s best-known institutions a full range of trustee services and supervises a number of KiwiSaver and superannuation scheme providers through its Corporate Trustee Services. Public Trust is an autonomous Crown Entity employing over 400 people across corporate offices and a network of customer centres. Public Trust’s purpose is to empower all New Zealanders to build and protect their legacies, done through their work as New Zealand’s largest provider of estate planning and management services.