Sustainable Investment Policy

Purpose and Scope

The purpose of this policy is to outline the principles and strategies for the sustainable investment of funds by Impact Aotearoa Charitable Trust. This policy applies to all investment decisions made by the Trust and seeks to balance financial returns with environmental, social, and governance (ESG) considerations.

Investment Principles

Impact Aotearoa Charitable Trust is committed to:

Environmental Stewardship: Prioritising investments that support renewable energy, reduce carbon footprint, and promote sustainable resource use.
Social Responsibility: Investing in companies and projects that enhance social equity, community development, and human rights.
Governance: Ensuring that investments are made in entities with strong governance practices, including transparency, accountability, and ethical conduct.

ESG Integration

The Trust will integrate ESG factors into its investment analysis and decision-making processes. This includes evaluating potential investments based on their environmental impact, social responsibility, and governance practices. The Trust will use recognised fund managers that have frameworks in place to guide this evaluation.

Exclusion Criteria

Impact Aotearoa Charitable Trust will exclude investments in industries and companies that are deemed harmful to society or the environment, such as:

Fossil fuel extraction and production
Tobacco and alcohol manufacturing
Weapons and defense industries
Companies with a history of significant ESG violations

Continuous Improvement

Impact Aotearoa Charitable Trust is committed to continuously improving its sustainable investment practices. The Trust will stay informed about emerging trends and best practices in sustainable investing and update this policy as needed to reflect new insights and developments.

Governance and Oversight

The Board of Trustees will oversee the implementation of this policy and ensure that investment decisions align with the Trust’s commitment to sustainability.