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Aotearoa New Zealand Investor Coalition For Net Zero

3rd July 2024

Mindful Money has initiated a new coalition of organisations to accelerate climate action by the New Zealand investment sector.

Mindful Money has initiated a new coalition of organisations to accelerate climate action by New Zealand’s asset owners (the trusts and foundations, iwi, churches and others that own pools of funds), wealth managers (financial advisors and wealth management businesses) and fund managers (the KiwiSaver and investment providers that manage the funds).

The coalition encourages asset owners and fund managers to commit to an established, credible, international Net Zero initiative. We signpost learning opportunities and service providers to help with emissions reduction strategies and plans.

The coalition core group is:

The Centre for Sustainable Finance: Toitu Tahua, Mindful Money and the Investor Group on Climate Change (IGCC).

Supporters of the coalition include:

Sustainable Business Council (SBC), Sustainable Business Network (SBN), Toitū Envirocare and Responsible Investment Association Australasia (RIAA).

Current Net Zero Pledges

KiwiSaver and investment funds with a UN-registered net zero pledge:

  • BNZ
  • BT/Westpac
  • Kiwi Wealth
  • Pathfinder Asset Management
  • Russell Investments

Government, asset owners and institutions that have made a UN-registered Net Zero pledge:

  • NZ Super Fund
  • Accident Compensation Commission
  • Government Superannuation Authority
  • National Provident Fund
  • IAG
  • QBE Insurance

Institutions with a Net Zero pledge not yet UN registered

  • AMP
  • BayTrust
  • Foundation North
  • Mercer Investments
  • Southern Pasture
  • Simplicity

State of Climate Investment in Aotearoa New Zealand 2024

The third annual State of Net Zero Investment report, based on survey responses by investors with more than NZ$230 billion under management, shows slow climate action by New Zealand’s major investors.

The investment sector is not yet using its capital and its influence to drive the transition to net zero.

Download Report


2022 Follow up Survey Report - Executive Summary

Last year during the COP26 climate summit, investment providers made pledges to reduce the emissions of their portfolios to Net Zero.

A year later, the world is asking: What happened? Have these pledges kickstarted emissions reductions or is it just greenwash?

The Aotearoa New Zealand Investor Coalition for Net Zero has conducted a survey of the New Zealand finance industry to find out what's happened to those pledges, and to track progress by all investment funds in reducing their climate emissions.

Download Report


2022 Follow up Survey Report - Technical Report

The second annual survey by the Aotearoa New Zealand Investor Coalition for Net Zero had 50 respondents (NZ asset owners, fund managers and wealth managers) collectively managing $331bn in assets.

When it comes to cutting emissions across investment portfolios, NZ investors overall are trailing their Australian counterparts, who trail the EU.

The survey also highlights positive developments and key findings include:

  • Most wealth managers have yet to meaningfully engage on climate issues;
  • Most asset owners are not proactively setting mandates for fund managers to incorporate climate risk and opportunities;
  • Top-down climate governance from investors is lacking; investment in climate solutions is low.

The January 2023 technical report contains the full analyses and case studies.

 Download Report

 


2021 Initial Survey Report

In September-October 2021, Mindful Money undertook a survey to provide a baseline analysis of the funds that have made a pledge, those working on it and those intending to do so. The results show that almost all the major funds in New Zealand are on the pathway to take deeper climate action towards making a net zero pledge.

In future, the coalition will support and encourage deeper climate action by New Zealand investors, and review progress across the investment sector.

Download Report


2022 Net Zero Survey Launch Event

2021 Net Zero Survey Launch Event

Climate Friendly Funds

To read more about how you can reduce the impact of your investments on the climate, and find a climate friendly fund, click here.