Papers Reports Reviews

Global Investor Survey on Climate Change (Asset Owners) - Our Response

Posted On: Sunday, 1 December 2013

December 2013

This survey is a key climate change benchmarking and disclosure tool for institutional investors globally.

Allocating Risk Capital - the Case of the NZSF

Posted On: Tuesday, 1 October 2013

October 2013

Rotman International Journal of Pension Management, Vol 6, No. 2, Fall 2013.

This paper, by the Guardians’ Head of Asset Allocation David Iverson and consultant Renato Staub, outlines how we allocate capital in the strategic tilting programme.

World Economic Forum - Measurement, Governance and Long-term Investing

Posted On: Thursday, 1 March 2012

March 2012

The Guardians contributed to this report by the World Economic Forum.  The reports explores the interlinked impact of measurement and governance on long-term investing.

2009 Independent Review by Mercer

Posted On: Tuesday, 1 September 2009

An independent review of how effectively and efficiently the Guardians are performing their function is carried out every five years. The Minister of Finance sets the terms of reference for the review, which is conducted by an independent person appointed by the Minister. The report is then presented to Parliament.  This review, the second to be conducted, was undertaken by Mercer.  Mercer found that the Guardians was implementing appropriate investment strategies, governance arrangements and operational activities to position itself to meet its long-term objectives.