Released during Ethical Investment Week, an initiative of the Ethical Advisers Co-op, this episode highlights how ethical investing can contribute to growing generational wealth - financially, socially, culturally, environmentally, and spiritually. Each year, Ethical Investment Week shines a spotlight on how investing with purpose helps create a more sustainable and equitable future.

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.

In this podcast, we explore sustainable and ethical investing in the shares of overseas based companies. An allocation to these ‘international shares’ is an important part of most long-term investors’ diversified portfolios. However, investing internationally brings additional challenges for all investors and particularly ethical investors. So, it can pay to learn more about this subject.

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

In this podcast, we explore sustainable and ethical investing in the shares of overseas based companies. An allocation to these ‘international shares’ is an important part of most long-term investors’ diversified portfolios. However, investing internationally brings additional challenges for all investors and particularly ethical investors. So, it can pay to learn more about this subject.

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

In our third podcast we explore the subject of inner development.

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.

Who's leading and who's lagging behind when it comes to ethical leadership in New Zealand?

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.

Our first episode features an interview with a new Money Matters client, Mark. Together, Rodger and Mark explore the why, what and how of the ethical investment journey. From Mark’s motivations, through to his ethical investment plan and portfolio provided by Money Matters. Mark shares his experience of 15 years working with various advisers as he aimed to avoid greenwashing, make money and make a difference. He describes how working with Money Matters has been “a completely different experience and worlds apart from our experience to date”.