.avif)
Speakers
Advisers are expected to recommend funds with confidence, but the research behind those recommendations is rarely visible to clients or to other advisers. This session opens up the process.
Three practitioners with different but complementary approaches to building and maintaining a responsible investment portfolio will walk through how they actually do the work: how they select funds, how they structure asset allocation, what they require from fund managers, and how they decide when something no longer meets the standard.
Jono Broome from Sustainalytics will then take some specific companies that appear in portfolios across the industry and demonstrate how a research house assesses them, including names that advisers may be surprised to see on a list of concerns. You will leave with a clearer picture of what a rigorous research process looks like and a more confident answer when a client asks: how do you know a fund actually does what it says it does?
Certified Ethical Adviser at Moneyworks NZ Ltd
Carey is a RIAA Certified Ethical Adviser, and holds the UNPRI Applied Responsible Investing Certificate. Carey has led the transition of Moneyworks to being Ethical Investment Advisers, developing the unique and proprietary Ethical Investment Analysis process and undertaking extensive analysis and research on there commended fund managers.
Carey Church and Moneyworks were winners of the 2024 Best Ethical Financial Adviseraward (Co-winners in 2023). Moneyworks sponsored the awards in 2021 and 2022,the conference in 2024 and Carey has also been a judge of the Awards in 2022, 2023 and 2024.
Carey has worked with her financial planning and investment advice clients since 1997, prior to that she worked with a range of investment and insurance companies in Australia and New Zealand.
Principal and Co-Owner of Māpua Wealth
Chris is a Principal at Māpua Wealth, one of New Zealand’s largest independent investment consultants, where he leads the fund manager research and adviser services. Chris has over two decades of investment experience working in Auckland, London, Sydney and Chicago. This has included working within financial advice, funds management, as well as research and investment consulting. Prior to joining MyFiduciary in 2018, he spent 12-years at Morningstar where he held leadership roles within the firm’s manager research and data group.
Head of ESG at Forsyth Barr
Katie has been in the Responsible Investment industry for over 20 years, with the first part of her career spent overseas, predominantly in the UK. After returning to New Zealand in 2015, she spent 6 years with the New Zealand Super Fund and then moved to become the Head of ESG at Forsyth Barr in 2021 where she writes research on how New Zealand companies are transitioning towards a low carbon future and helps clients reflect their values in portfolios. Amongst other things, Katie is currently a member of New Zealand’s inaugural Stewardship Code Governing Committee, a member of the External Reporting Board’s Stakeholder Advisory Panel and is also on the Investment Committee for NZ impact investor, Purpose Capital.
Head of Client Advisory - APAC at Morningstar
Jono is an Associate Director of Client Relations at Morningstar Sustainalytics and has recently transferred to oversee the APAC Client Advisory team after 8 years in the United Kingdom, including five with Sustainalytics. During this time he worked as the lead Advisor for some of Morningstar Sustainalytics’ largest clients internationally, and has spent the last two years focusing on Sustainalytics’ commercial strategy for data on EU regulatory requirements such as SFDR and the EU Taxonomy.
