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Devon Funds Management

Asset Manager

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Certified

Devon Funds Management

Asset Manager

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Devon Funds Management Limited (“Devon”) is an independent investment management business that specialises in building investment portfolios for our clients that are comprised of companies listed on the New Zealand and Australian stock exchanges. Our approach is an active one where our rigorous research and analytical skills are applied to maximum advantage. Devon was established in March 2010 when we acquired the well-respected asset management business of Goldman Sachs JBWere NZ Limited, which was incorporated in September 1984, and changed the name to Devon Funds Management Limited. Devon is staffed by a number of leading investment professionals who enjoy a boutique environment free from the distractions and bureaucracy of larger institutions. Most of our people are shareholders in the business and it is a requirement at Devon that any investment by staff in NZ or Australian shares must be through our Funds. Devon’s highly qualified and experienced investment team is committed to helping investors achieve their investment results. We believe our advantage lies in our people – a dedicated team of investment professionals with over 100 years combined experience in the investment industry both within Australasia and further afield. We’ve worked hard to assemble the right talent with the necessary skills and experience to manage our client’s portfolios.

Address

Level 17, HSBC Tower, 188 Quay Street, Auckland, , NZ, 1010

Mobile

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Organisation

Company number

  • 247856

Services offered

Certified products

  • Devon Sustainability Fund

Approved products

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Financial Adviser

Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.