Fee Philosophy
For the non-profit sector, reflecting the great work you’re doing in our communities:
Small Projects |
For small projects in the non- profit sector we’ll typically help free of charge.
Examples - You’re seeking an independent high-level review of recommendations you’ve received from a larger consultancy or advisor - You’re a director or trustee seeking a second opinion on strategic or investment issues |
Larger Projects |
For larger projects in the non- profit sector we’ll return half our fee as a donation, either to you or an agreed charity.
If you have a project in mind then please get in touch, all enquiries welcome. |
- In-depth, commercial advice for large investors
- Focussed on helping accelerate your move to a more sustainable portfolio
We are a social enterprise aiming to help accelerate the transition towards more sustainable
investing in Aotearoa New Zealand.
Our current focus is on helping organisations that serve Aotearoa’s communities. For these clients,
we strive to deliver world class investment and sustainability advice, at a cost much lower than
traditional consultancies.
If the time and resourcing required to understand and address complex sustainability issues in your
investments is holding you back from making positive change, then we may be able to help. Please
get in touch.
Services
We provide research and advice on:
- Investment strategy and governance
- Responsible investment approaches
- Portfolio climate analysis and planning (eg. net zero targets)
- Broader strategic advice
This can range from being a one-off sounding board on key issues, through to deeper research,
strategic or transformation projects.
Focus areas
Our current focus is on helping organisations that serve Aotearoa’s communities:
- Community Trusts and foundations
- Iwi and hapū
- Philanthropic-aligned family offices
- Purpose led businesses
- Other non-profits
For these organisations, we want to support the good you’re doing by :
- offering first class investment and sustainability advice
- doing this at a low cost
- Focussed on helping accelerate your move to a more sustainable portfolio
We are a social enterprise aiming to help accelerate the transition towards more sustainable
investing in Aotearoa New Zealand.
Our current focus is on helping organisations that serve Aotearoa’s communities. For these clients,
we strive to deliver world class investment and sustainability advice, at a cost much lower than
traditional consultancies.
If the time and resourcing required to understand and address complex sustainability issues in your
investments is holding you back from making positive change, then we may be able to help. Please
get in touch.
Services
We provide research and advice on:
- Investment strategy and governance
- Responsible investment approaches
- Portfolio climate analysis and planning (eg. net zero targets)
- Broader strategic advice
This can range from being a one-off sounding board on key issues, through to deeper research,
strategic or transformation projects.
Focus areas
Our current focus is on helping organisations that serve Aotearoa’s communities:
- Community Trusts and foundations
- Iwi and hapū
- Philanthropic-aligned family offices
- Purpose led businesses
- Other non-profits
For these organisations, we want to support the good you’re doing by :
- offering first class investment and sustainability advice
- doing this at a low cost
We believe in a detailed, data driven research process.Tailored to deliver insights into your areas of concern and find key opportunities for you to improve.
Our work utilises a broad range of data and sources, which is filtered down to deliver you the most
critical elements. |
Services
• Investment strategy and governance
• Responsible investment approaches • Company, peer and industry sector research • Strategic advice • Sustainability insights |
Our ApproachWe’ll make recommendations to push your organisation forward, and help with your drive towards
sustainability. We aim to deliver pragmatic, commercial solutions that work for the size and complexity of your organisation. |
AboutWith over 20 years experience in portfolio management and financial markets, David has the expertise to help your organisation invest strategically and responsibly.
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