We address questions such as: When it comes to international fixed interest, can investors aim for both strong financial outcomes and positive impact? And: How can a genuine impact bond be distinguished given concerns that some investments may overstate their environmental or social benefits?

Nuveen traces its heritage back more than 125 years, beginning in 1898 when John Nuveen founded his firm to finance public infrastructure projects. Nuveen manages approximately 1.4 trillion US dollars in public and private assets globally. Nuveen manages over 447 billion US dollars in fixed income assets. Within this, more than 22 billion dollars are invested in ESG bonds, including over 10 billion in impact bonds. These are bonds designed to finance projects with clear social or environmental outcomes. Examples include: affordable housing, community development, renewable energy and protection of natural resources.

Jessica was in Auckland as a guest of Trust Investments. The Trust Investments ESG International Bond Fund invests in the Nuveen Global Sustainable Bond Fund.

Please note that Money Matters is not endorsing or recommending a fund or strategy; you are encouraged to consult with a qualified financial adviser before making any investment decisions.

Investing in shares can be one of the most effective ways to grow wealth over time. By focusing on companies that are making a positive difference, ethical investors seek to ensure that their money matters - supporting a thriving planet and community while pursuing solid financial returns.

In this conversation, Rodger and Tom discuss what it means to take an active approach to international investing, where fund managers use research, insight, and conviction to invest differently from the index, seeking to outperform by selecting companies positioned to do well and avoiding those that aren’t. At Money Matters, we often blend active and index strategies to offer clients the benefits of both approaches.

Tom King has been with Nanuk since its founding in 2009 and brings over two decades of investment experience. He holds a first-class honours degree in Engineering from the University of Melbourne. He is a recipient of the Order of Australia Medal (OAM) for his sporting achievements, including an Olympic gold medal in sailing at the Sydney 2000 Games.

Together, Rodger and Tom delve into Nanuk’s Purpose, Principles, Practices, and Performance measurement, revealing how the firm combines world-class investment discipline with a deep commitment to environmental sustainability and ethical integrity.

“Our aim,” says Tom, “is to help clients manage the risks and seize the opportunities that come from the global shift toward sustainability.”

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Disclaimer:

Money Matters does not endorse or recommend any specific investment, fund, or strategy. This podcast is for educational purposes only and does not constitute financial advice. Listeners are encouraged to consult a qualified financial adviser before making any investment decisions.

Rodger discusses this subject with Greg Liddell, Director - Responsible Investments at Betashares. Greg is an experienced investment professional with strong skills in Environment, Social and Governance (ESG), Investment Management and Asset Consulting.

Please note that Money Matters is not endorsing or recommending a fund or strategy; you are encouraged to consult with a qualified financial adviser before making any investment decisions.

If you would like to be added to our mailing list and receive a transcript of the podcast, please head to our website: www.moneymatters.co.nz

Rodger discusses this subject with Pablo Berrutti, a Sydney based Portfolio Specialist with Stewart Investors. Pablo is a highly regarded leader in the sustainable investment field. He is the former Chair and a director of the Responsible Investment Association of Australasia (RIAA) – a role in which Rodger was fortunate to work together with Pablo for many years in his capacity as a director of RIAA. Please note that Money Matters is not endorsing or recommending a fund or strategy; you are encouraged to consult with a qualified financial advisor before making any investment decisions.

If you would like to be added to our mailing list or would like a transcript of the episode, please visit https://www.moneymatters.co.nz/podcast-feed/investing-in-international-shares-with-pablo-berrutti 

Taking this deeper view is essential for businesses wanting to be ethical and sustainable, as recognised by global initiatives such as the Inner Development Goals (IDGs). Wise investors want to see evidence of inner development in the leadership development that occurs within the businesses they are considering investing in. These investors might also want to apply these inner development approaches themselves.

To discuss the subject, I’m joined by Ashley Wain. Ash is a world leading method of inner development and a teacher of the Diamond Approach. Tune in to hear powerful inner development insights that can support you as an ethical investor or ethical business leader.

What’s the state of business ethics in New Zealand, and how this can be raised?

As part of celebrating Ethical Investment Week, Money Matters is offering a fascinating interview with Jane Arnott, Director of The Ethics Conversation. We spent an in-depth hour going into detail on our work together for the NZX Corporate Governance Review, Jane’s excellent research report titled ‘Codes vs Commitment: An Assessment of the Codes of Ethics of the NZX50’ and our respective experience over several decades of promoting ethical leadership.

Jane’s level of scrutiny will be of great interest to you as a wise investor. Her insights are very eye-opening and I'm grateful for Jane’s time and effort. Jane has also included her full ‘Codes vs Commitment’ report as an additional benefit to everyone who registers to listen to the interview. This means you'll be able to take the time to see all of her insights for yourself. We are also providing a full transcript of the interview and our Ethical Leadership presentation to the NZX.