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In the interests of improving public transparency and to provide an additional resource for anyone seeking information, the Guardians has decided to publish responses to Official Information Act requests and to proactively release information that may be requested under the Official Information Act. Responses will be published and information proactively released if the Guardians considers the responses and information to be of material public interest.

Our Communications Policy sets out our approach to responding to Official Information Act requests.

Official Information Act requests can be directed to [email protected]

 

Date

Details

Requested by

Document Links

2022/23

 6 September 2022

Guardians' salary bands

BusinessDesk

OIA #3464662

 5 September 2022

Metlifecare: internal emails, emails with Metlifecare and advisors, and emails with Carolyn Steele

Private Individual

OIA #3464625

Appendix 1 – Internal emails
Appendix 2 – Emails with Metlifecare and advisors
Appendix 3 – Emails with Carolyn Steele

 9 August 2022

Metlifecare decision papers

Private Individual

OIA #3440705

Appendix 1

 12 July 2022

Metlifecare minutes and correspondence 

Private Individual

OIA #3433569

 8 July 2022

Communications staff, contractors, and interview/media requests

 Radio NZ

 OIA #3418358

2021/22

19 April 2022

Communications regarding the Russian Direct Investment Fund

Private Individual

OIA #3392507

Appendix

13 April 2022

Clarification on the exclusions policy in the application of US sanctions, specifically EO 13622, for Russian securities

Private Individual

 OIA #3392397

31 March 2022

Synthetic instruments for Russian securities

Private Individual

OIA #3387662

30 March 2022

Shareholding percent in Auror via Movac Fund 5 and guarantees of clear intellectual property ownership from Auror

Private Individual

OIA #3392523

23 March 2022

Organisations attending the IFSWF 2016 Annual Meeting

Private Individual

OIA #3380731

Appendix

22 March 2022

Hotels owned through New Zealand Hotel Holdings

Unite Union

OIA #3385414

21 March 2022

Information about current and potential investments in Myanmar and the Investor Statement on Human Rights and Business Activities in Myanmar

Amnesty International

OIA #3379267

Appendix

18 March 2022

Holdings in Russian equities

Private Individual

OIA #3380134

17 March 2022

Russian organisations attending the IFSWF 2016 Annual Meeting

Private Individual

OIA #3383569


13 December 2021

Statistics on the Guardians' engagement and exclusion activity on the subject of human rights

The Israel Institute of New Zealand 

OIA #3333992

2 December 2021

Information about the application of the Guardians’ RI Framework; in particular divestment decisions and the decision to divest from companies with activities in the OPT (follow-up)

Private Individual

OIA #3330763

10 November 2021

Statistics on the Guardians' engagement and exclusion activity on the subject of human rights

The Israel Institute of New Zealand

OIA #3313835

8 November 2021

Information about the application of the Guardians’ RI Framework; in particular divestment decisions and the decision to divest from companies with activities in the OPT

Private Individual

OIA #3335729

25 August 2021

Timberlands Investments Limited

Private Individual

OIA #3272295

7 July 2021

Meetings with councils on the subject of investment in water assets 

Media 

OIA #3242054

2020/21

 

30 June 2021

Cryptocurrency exposure 

NZME 

OIA #3232428


16 June 2021

Communications regarding the Investment Committee paper relating to the decision to divest from Israeli banks. 

Documents on file that relate to the qualifications of the paper authors. 

Documents on file that relate to the qualifications of Head of Responsible Investment Anne-Maree O'Connor. 

Communication about possible divestment from companies involved in other occupations. 

The Israel Institute of New Zealand

OIA #3223897

Appendix 

15 June 2021

All documents held by the NZ Super Fund that refer to divestment of: Israeli banks, Turkish banks, Saudi Arabian banks, Chinese banks, Australian banks, Canadian banks, US banks, and any other countries' banks. 

The Israel Institute of New Zealand 

OIA #3212450 (Part 1)
Appendix 


OIA #3212450 (Part 2)

Appendix 


OIA #3212450 (Part 3)

Appendix 


24 May 2021

All communications between the Guardians and two non-government actors who have at some point in time advocated a policy of divestment from Israeli banks. 

Private individual 

OIA #3204021

Appendix - Individual 1 - Part 1
Appendix - Individual 1 - Part 2
Appendix - Individual 1 - Part 3
Appendix - Individual 1 - Part 4 
Appendix - Individual 1 - Part 5

Appendix - Individual 2 


24 May 2021

Sovereign and corporate bond holdings in Saudi Arabia, Turney, China, Russia, and Israel. 

Private individual 

OIA #3214913

7 May 2021

All information held by New Zealand Superannuation Fund relating to the sale or not of its shareholding - through NZSF Tui Investments Ltd - in Kiwi Group Holdings Ltd.

Office of the Hon Mark Mitchell, MP

OIA #3194450

23 April 2021

The process of divestment from five Israeli Banks.

The Israel Institute of New Zealand

OIA #3193089
Appendix 1

15 April 2021

Investment Committee paper relating to the exclusion of certain entities from the Fund's portfolio.

The Israel Institute of New Zealand

OIA #3175757

Appendix 1

Appendix 2

14 April 2021

Communication between the Guardians’ Chief Executive Officer, Board Members, the members of staff, being the researcher/s, report writer/s and presenter/s who prepared and presented the Investment Committee paper (“the report writers”) and non-government actors who have at some point in time advocated a policy of divestment from Israeli banks, between the dates of 1 January 2020 and 11 March 2021.

Private individual 

OIA #3179052

Appendix 1

14 April 2021

All correspondence from CEO Matt Whineray to do with the decision to exclude five Israeli banks.

Private individual

OIA #3185145

Appendix 2


1 April 2021

New Zealand residential property.

Private individual

OIA #3174221

Appendix 1 

29 October 2020

A copy of the first draft of a due diligence/health check the Guardians did on the Elevate Fund before it was launched. 

NBR 

OIA #3057505

Appendix 1 

31 July 2020

Staff credit card statements, a list of items pertaining to entertainment, staff expenses, travel, furniture, telecommunications and computer peripherals, and a list of all staff reimbursements, purchased or paid for by the Guardians between the 1st March 2020 and the 30th May 2020.  

NZ Taxpayers' Union

OIA #2994769

Appendix A

Appendix B

Appendix C

 

28 July 2020

November 2019 NZ Infra bid documents including all reports prepared by external partners or consultants on behalf of NZ Infra appended to or referenced in the bid documents.

Greater Auckland

OIA #2994274

3 July 2020

All correspondence, including emails, between the NZ Super Fund and the Office of Hon Phil Twyford, Office of Hon Shane Jones and Office of the Prime Minister relating to Auckland light rail and the NZ Infra proposal, since 1 January 2020.

Office of Chris Bishop MP

OIA #2971153

Appendix 1

2 July 2020

Information relating to the Guardians' investment strategies, including:

  • Actions taken subsequent to COVID-19
  • Decisions made by the EDO group
  • Shale gas investments
  • Exposure to CLOs
  • Exposure to Greensill managed trade vehicles
  • Auckland light rail
  • Hospitality assets; and
  • Rocket Lab.

Private individual

OIA #2960959

2019/20

15 November 2019

Holdings in the company G4S, as far back as records permit.

Private individual

OIA #2722153

15 October 2019

All letters sent to and received from the Minister of Finance in relation to the Venture Capital Fund in the period 1 March 2019 to 18 September 2019. 

Office of Paul Goldsmith MP

OIA #2702602

5 July 2019

Diversity in the workplace.

Fairfax

OIA #2644793

2018 / 19

14 June 2019

Information on the Fund's investments that relate to Western Sahara and Western Sahara phosphate.

Western Sahara Campaign NZ

OIA #2635646 

Appendix 1

11 April 2019

All key RI and ESG-related documents regarding the Fund's holdings in companies whose operations are in any way linked to the Western Sahara

Private Individual

OIA #2618246 

Appendix I - Part 1 

Appendix I - Part 2 

Appendix I - Part 3 

Appendix I - Part 4

14 February 2019

Total amount of spending on advertising in the past five financial years.

Fairfax

OIA #2609344

30 October 2018

Investments in entities related to South Canterbury Finance

Private individual

OIA #2574243

 10 October 2018 

Investments in Israel

Private individual

OIA #2569517

20 August 2018

Evolution of the NZ Super Fund's position on divestment from Israeli banks with business activities in the Occupied Palestinian Territories 

Private individual

OIA #2552834 

Appendix I

24 July 2018

Auckland Light Rail

Newshub

OIA #2538815 

Appendix I - Part 1

Appendix I - Part 2

24 July 2018

Kiwibuild

Newshub

OIA #2537325 

Appendix I

12 July 2018

Investment in viticulture

Office of the Leader of the Opposition

OIA #2537279 

Appendix I

11 July 2018

Internal processes employed when evaluating and presenting investment opportunities 

Private individual

OIA #2531520

5 July 2018

Holdings in companies with business activities in Israel and the Occupied Palestinian Territories

Private individual

OIA #2513061 

Appendix I

Attachment I 

Attachment II

2017/18

12 June 2018

Advice provided to the Minister for Canterbury Earthquake Recovery

Private Individual

OIA #2513061 

Appendix I

12 June 2018

Communications between NZSF and CERA

Hon Gerry Brownlee

OIA #2512329 

Appendix I

5 June 2018

Sexual Harassment Statistics

Fairfax

OIA #2513613

13 September 2017

Climate change risk mispricing

Private Individual 

OIA #2321663 

Appendix I (NB updated to include full Mercer document noted in original response as 'decision pending')

Appendix II part I 

Appendix II part II

2016/17

26 July 2016

Post-it notes and artwork

National Business Review

OIA #1951058

21 September 2016

Advertising

Fairfax

OIA #1983278

23 September 2016

Board matters

NZ Taxpayers' Union

OIA #1983291

3 November 2016

Palm oil

Green Party

OIA #2044734 

Appendix I part i

Appendix I part ii

Appendix I part iii

7 November 2016

Investment in fossil fuels

Green Party

OIA #2041999

25 November 2016

Impact of RI Framework on Fund Returns

Private Individual

OIA #2054582 

Appendix I

28 November 2016

PGC Group

Private Individual

OIA #2045366

10 February 2017

Communication costs

NZ Taxpayers' Union

OIA #2085548

13 March 2017

Sharpe Ratios

Private Individual

OIA #2147418 

NZSF response to request for correction

22 March 2017

Comparing Fund Performance to NZX50

Private Individual

OIA #2154887

22 March 2017

Investment in Ogin, Inc

Private Individual

OIA #2152651

30 March 2017

HR matters

Private Individual

OIA #2152594

3 April 2017

Investment in Fossil Fuels

Fairfax

OIA #2156424

2015/16   

23 October 2015

Oak Finance

Private Individual

OIA #1750881

21 October 2015

Exposure to and performance of Carbon Underground 200 investments

Green Party

OIA #1743375

9 October 2015

Expenditure on Sky TV

Taxpayers' Union

OIA #1738154

7 October 2015

Fund exclusion data

Private Individual

OIA #1735857

10 September 2015

Silver Fern Farms

New Zealand First

OIA #1711356

11 May 2016

NZ Post

New Zealand First

OIA #1891499

30 June 2016

Kiwibank

Green Party

OIA #1933318

2014/15   

28 April 2015

Copies of mining sector engagement framework and red list of companies, mining sector​

Green Party

OIA #1551365

12 March 2015

Investment in Ogin, Inc

Private Individual

OIA #1469309

11 December 2014

Ethical Investment - Occupied West Bank and/or East Jerusalem

Wellington Palestine Group

OIA #1389438 

Appendix 1 

Appendix 2 part i 

Appendix 2 part ii 

Appendix 2 part iii 

Appendix 3

12 November 2014

Climate change response / fossil fuel divestment

Green Party

OIA #1361783

29 August 2014

Israel Chemicals, G4S, Boeing & other arms manufacturers

Private Individual

OIA #1323770

23 July 2014

Investments in renewable energy, energy efficiency, biofuels and clean technology

Green Party

OIA #1300005 

Appendix 1 

Appendix 2

2013/14

11 October 2013

Investments related to South Canterbury Finance

Private individual

OIA #934693

12 December 2013

Investment in Ogin, Inc

Private individual

OIA #2933695