Socially responsible investing (SRI) has become an important consideration for many New Zealand investors as they become more aware and discerning of the companies they invest in.

Our Socially Responsible Investing (SRI) Portfolios reflect our recommended investment approach. We then apply environmental, social and governance factors to exclude or underweight many companies or industries that result in social harm.

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Here are some of the key aspects of our socially responsible investing approach:

• Markets work but are unpredictable – it’s very difficult to pick which markets will outperform others from year to year;
• Don’t put all your eggs in one basket - diversify across share and fixed income markets, countries and individual securities to reduce risk;
• Adopt a long-term strategy you can stick with through thick and thin;
• Tilt your investments toward parts of the financial markets that outperform over long periods, such as value shares;
• Keep fees and other costs low;
• Accommodate as many responsible investing preferences as possible without compromising our evidence-based investment philosophy.

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Here are three examples of our SRI portfolios: