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Rodger Spiller

Financial Adviser

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Certified

Rodger Spiller

Financial Adviser

|

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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Rodger Spiller has been involved in responsible investment since the early 1980s, He has an outstanding track record in responsible investment research and advice and is one of New Zealand’s most experienced and knowledgeable personal investment practitioners. After qualifying as a Chartered Accountant, Rodger completed a Master of Commerce (First Class Honours) and then a PhD in responsible investment and business. He led the managed funds and investment research firm IPAC, before establishing his own firm Money Matters. Rodger is an AFA and CFP, was voted Inaugural New Zealand Financial Planner of the Year and was the first New Zealand RIAA Certified Responsible Investment Adviser. Rodger served as a Director of the Responsible Investment Association for over ten years, Member of the Securities Commission, Member of the Nominating Committee for the Guardians of the New Zealand Superannuation Fund, Chairman of the NZ Association for Investment Advisers and Financial Planners, Director of Transparency International (NZ) and Executive Director of the NZ Business Council for Sustainable Development. He is a member of the Sustainable Finance Forum Technical Working Group. He authored The Essential Guide to Financial Planning (CCH), several chapters for the Australasian book Ethical Investment, chapters for other local and internationally published books and academic along with practitioner articles.

Address

PO Box 250, Shortland Street, Auckland, Auckland, NZ

Phone

Email

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Organisation

  • Money Matters (NZ) Ltd

Company number

Services offered

  • Superannuation and retirement planning Investments/manages funds

Certified products

Approved products

  • AMP Capital Responsible Investment Leaders Balanced Fund AMP Capital Responsible Investment Leaders Global Shares Fund AMP Capital Responsible Investment Leaders NZ Shares Fund ASB FirstChoice Global Sustainability Fund Australian Ethical Smaller Companies Trust Fidelity Ethical Kiwi Fund Grosvenor Socially Responsible Fund ING SIL Sustainable Growth Fund Tyndall Core NZ Equity Fund

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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.