Our Story

Pathfinder is a boutique fund manager based in Auckland. We focus on responsible Investment (RI) in global assets.

Boutique
Responsible
Global

What is the Pathfinder story?

We set up in 2009 and now manage 6 Funds. Our research and expertise is focused on investing responsibly and ethically in global markets. We want investors to both do good and do well.

Why do you do that?

We believe that investors should consider the environmental, social and governance (ESG) impact of their investments. Research shows that accounting for these factors can improve returns. It is also good for the planet and its people.

How do you invest?

Firstly, we avoid harmful industries such as tobacco, land mines and gambling. Secondly, in most of our Funds we also focus investment into "High ESG" companies, Finally, we can also engage with companies to try to bring about change.

Negative Screening

Negative screening means excluding companies. We have a number of screens in our equity funds

Positive Screening

Positive screening is a proactive approach. Rather than merely excluding companies with objectionable products, we focus investment into companies with high environmental, social and governance (ESG) scores.

Engagement

Engagement is not excluding companies, but rather voting, engaging and lobbying as a shareholder for change.

That sounds like a lot of research.

Yes, it is, and that's why we have a lot of specialised help. We have partnered with some of the world's leading RI professionals for expert analysis and engagement. They are:-

 

Sustainalytics assist with our research process. They are a global ESG and corporate governance research and analysis firm with 12 offices around the world.

CGI Glass Lewis provide our global governance services. They help institutional investors (like us) understand company activities and exercise our voting rights. Headquartered in San Francisco, they have 9 offices around the world. See our latest Voting Activity Report here.

Responsible Investment Association of Australasia (RIAA) is the peak industry body representing responsible and ethical investors across Australia and New Zealand. We are a member of RIAA, a sponsor of its annual NZ Conference, and 2 of our Funds are Certified Responsible Investments with them.

United Nations Principles for Responsible Investment (UNPRI). We are a signatory to the UNPRI.

We also outsource our Fund Accounting (to MMC Limited) and Custody (to Public Trust) so that we can concentrate on investing for our clients

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GENERAL INFORMATION ONLY

This information is general information only and does not take account of your individual investment objectives or financial situation.
Pathfinder Asset Management encourages all investors to seek independent financial advice prior to making investment decisions.