Unpacking Investment Stewardship
15th Aug. 2023
This seminar, co-hosted by Mindful Money and the NZ Stewardship Code, will examine the ways that fund managers can use the tools of corporate governance to improve social, environmental and governance practices of companies.
This seminar, co-hosted by Mindful Money and the NZ Stewardship Code, will examine the ways that fund managers can use the tools of corporate governance to improve social, environmental and governance practices of companies. This ‘stewardship’ approach is both a responsibility for good investment practice and an approach that can improve real world outcomes.
Good practice examples from New Zealand and Australia will be used to look at the potential for stewardship influence and discuss its limitations. The discussion on real world examples will then be linked to the principles of the recently formed NZ Stewardship Code.
Jessica Cairns is the Head of ESG and Sustainability at Alphinity Investment Management. She works side by side with the investment team to analyse and integrate ESG and sustainability considerations into investment decision making and participates in around 200 ESG focused company meetings a year.
Frances Sweetman is Milford’s Head of Sustainable Investment and a Portfolio Manager of New Zealand equities. Frances joined Milford in early 2017 as a Senior Analyst focused on New Zealand equities. She was previously a Senior Research Analyst at Craigs Investment Partners.
Jackson Rowland is the lead in the NZ Stewardship Code Secretariat. He was previously a director of Ākina Invest at the Ākina Foundation and a regional lead for the World Economic Forum’s Global Shapers Community. He has just finished a year as an Obama Foundation Scholar.
The seminar was facilitated by Barry Coates, Founder and CEO of Mindful Money.