Making Money a Force for Good

On this week's Podcast Barry Coates, Founder and CEO of Mindful Money welcomes Philip Houghton-Brown – Chief Investment Officer for Mercer Funds, Simon O’Grady – Chief Investment Officer for Kiwi Wealth, and Rebekah Swan – ESG Specialist at AMP Capital.  ESG is a term that has been growing in popularity over the past years as more and more companies and funds are becoming aware of the environ...

On this week's podcast Barry Coates, Founder, and CEO of Mindful Money welcomes Dr. Rodger Spiller, one of the pioneers of ethical investing in New Zealand.  Dr. Spiller is an authorised financial advisor and is a certified Responsible Investment Adviser who has played a key role in establishing the key ethical business and investment organisations in NZ. In this podcast they discuss the birt...

This week Barry Coates, Founder, and CEO of Mindful Money welcomes Brian Henry, founder of Amanah Ethical, and Sandra Clark, Operations Manager. Amanah Ethical's mandate is based on Sharia law and investment practice and has seen record-high returns throughout the COVID-19 crisis. They concentrate on investing in the real world of making and doing things that add value to society.  In this po...

Booster has been a leader in providing ethical options for investors in KiwiSaver and investment funds. Their ethical funds have not only done well by avoiding damaging impacts, but they have had good returns and have been resilient in the COVID crisis.  Analysis shows that the ethical funds on Mindful Money’s website, including Booster, outperformed the average for KiwiSaver funds over the past q...

Barry Coates Founder and CEO of Mindful Money talks with Andrew Lance, Chief Investment Officer for Simplicity, a nonprofit KiwiSaver fund.  They discuss why they have chosen the passive fund approach, and how that relates to ethical investment as well as how Simplicity managed to influence huge passive funds like Vanguard to offer the ethical exclusions that fit with Simplicity’s approach. 

Mindful Money's Barry Coates is joined by John Berry, CEO of Pathfinder Asset Management (whose KiwiSaver was previously referred to as CareSaver). John gives us the history of Pathfinder, takes us through investing in a crisis, when is a good time to switch, and why ethical investment often outperforms traditional funds.