News & Updates

Online Seminar Series

Wed Aug. 5th 2020


Making Money a Force for Good

Join us each Wednesday at 7pm on Zoom or Facebook Live 

(@MindfulMoneyMovementNZ)

Welcome to this series of free and interactive seminars, bringing you insights from leading ethical fund managers, financial advisers and international experts in sustainability and finance.

Coming up in Series 3: Investing for real change

In person Conference and streamed online event: 5-6.30pm Wednesday 12 August: Mindful Money conference Investing for a Sustainable Recovery at KPMG, Viaduct Harbour, Auckland central. Buy tickets here. Streaming live on Facebook at 5pm.

7pm on Wednesday 19 August: Inside the black box of New Zealand investment funds Latest research report released including analytics on portfolio holdings of New Zealand KiwiSaver and managed investment funds. Register here.

7pm on Wednesday, 26 August: Investing responsibly and acting on climate change, Matt Whineray, CEO New Zealand Superannuation Fund. Register here.

7pm on Wednesday 2 September: Building a low carbon, resilient finance system. Hon. James Shaw, Minister for Climate Change.  Register here.

tbc: Finance in the Doughnut - shaping the finance system for the 21st CenturyKate Raworth. author of Doughnut Economics


Past events

Series 1: Ethical investing in the COVID crisis


16th April 2020: How ethical should a KiwiSaver fund be? John Berry, CEO CareSaver. View the video and read the summary here.

    23rd April 2020: KiwiSaver Disrupter: Simplicity's ethical low-fees model. Andrew Lance, CIO Simplicity. View the video and read the summary here.

      30th April 2020: How can ethical investing earn higher returns? David Beattie, CIO Booster NZ. View the video and read the summary here.

      7th May 2020: An Islamic & ethical mandate for KiwiSaver investment. Brian Henry, Founder of Amanah Ethical and Sandra Clark, Operations Manager. View the video and read the summary here.

      14th May 2020: Budget Day: Implications for investment and sustainability. Panel with business, finance and sustainability experts - Abbie Reynolds, David Hall and Bridget Coates. View the video and read the summary here.

      21st May 2020: The role of an independent expert ethical advisor – from KiwiSaver to portfolios of millions Dr. Rodger Spiller, Responsible and Ethical Financial Advisor. View the video and read the summary here.

      28th May 2020: What is ESG management and how does it make a difference? Extended Session (1hr) featuring Mercer, AMP Capital and Kiwi Wealth. View the video and read the summary here.

      4th June 2020: Thinking clearly about investing in a crisis. Mary Holm, financial advisor and media commentator. View the video and read the summary here.

      Series 2: Investing for Sustainability 


      10th June 2020: Principles for a Responsible Recovery. Simon O'Connor, CEO of Responsible Investment Association of Australasia. View the video and read the summary here.

      17th June 2020: The urgency of climate finance Sir Jonathon Porritt. View the video and read the summary here

      24th June 2020: A roadmap towards sustainable finance. Pip Best and Erica Miles, SFF Secretariat. View the video and read the summary here.

      1st July 2020: Mindful Money – the first year. Barry Coates and Karen Swainson, Mindful Money. View the video and read the summary here.

      Series 3: Investing for Real Change

      15th July:  Beyond Divestment: How Fund Managers are engaging with companies on climate action. Andrew Bascand, Managing Director of Harbour Asset Management and Jorge Waayman, ESG Analyst. Discussion covers the role of investment fund managers in corporate governance, by engaging with management and Boards to improve social, environmental and governance performance. View the video and read the summary here.

      22nd July: Building trust and sustainability in our investment system. Rob Everett, CEO Financial Markets Authority (FMA). The seminar discusses the recent FMA survey on trust and confidence in KiwiSaver and other finances; the recent FMA statement of intent, setting out their priorities for the future; and Rob’s views on responsible investing, and what is needed to make the finance system more sustainable. Focus is on engagement to strengthen climate action, not only in the energy sector but across the corporate sector. Watch on YouTube.

      29th July: Is it time for divestment from alcohol companies? Nicki Jackson, Executive Director of Alcohol Health Watch and David Beattie, Principal, Booster Asset Management. The seminar discussion will examine the case for divesting from alcohol and the arguments for a more selective approach. There has been a strong campaign for stronger health warnings on alcohol labeling and annual surveys show that most Kiwis want to avoid alcohol in their investments. Or is there a way to use responsible investing for responsible drinking? Watch on YouTube.

      5th August: Building financial capability and looking forward to Sorted Money Week, Tom Hartmann, Managing Editor, Commission for Financial Capability (CFFC) and Sorted website. Investing prudently in these volatile times requires building your financial capability. Tom Hartmann and Barry Coates, CEO of Mindful Money, discuss what you need to know to invest wisely and ethically. It’s your money – invest it to do good and earn good returns. Watch on YouTube.

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