Strategic diversification drives Rātā investment performance in FY25
Investment Approach
An ethical and responsible investor
Investing as an ethical and highly responsible investor
At Rātā we use our strategic advantages and investment beliefs to guide our investment approach.
We have a unique combination of advantages that contribute to the effective management of our investment portfolio.
Managing our investments
We use the following approaches
Having a solid understanding of, and influence over, the investments we make and fund managers we partner with.
Using active and passive fund management approaches on a by-asset class basis. When deciding on an approach, we will consider data that validates which approach creates the most value over time. If choosing an active approach, we will be clear on how the manager appointed will deliver on creating this value.
Closely observing the performance of our investment strategy and fund managers over the long term while also recognising the importance of short-term monitoring for staying informed.
Appointing Investment Advisors to assist in the design and implementation of the investment strategy and policies.
Having sufficient capability and capacity to govern and manage the investments we make including using independent Investment Committee members to provide continuity and to supplement Trustee expertise.
Acting as effective fiduciaries and recognising that fiduciary responsibility does not end with maximising return and minimising risk.
Sharing our story to encourage our managers to improve their cultural capability.
More about investments
Investment Beliefs
Our beliefs are shaped by our history, purpose and commitment as investors. Rātā seeks out opportunities that create positive social impact and contribute to the wellbeing of communities.
Tiakitanga – Invest with an intergenerational mindset, focusing on achieving collective good ahead of the individual benefit for the long-term.
Whanaungatanga – place relationships at the centre of the work we do and engage regularly on investments – kanohi ki kanohi (face to face).
Manaakitanga – Show respect for the indigenous investment knowledge, capability and skill of iwi and the contribution to developing our thinking. Weaving in the concept of reciprocity, recognising our responsibilities to contribute back to the communities we serve and those that we partner with.
Whakapapa – discover and acknowledge our origin. Focus on investments that preserve resources and create a legacy for future generations.
Tikanga – Align investment decisions with the ethical and sustainable practices that respect our community and Māori values and customs.
Kotahitanga – be open to partnering to support our partner’s financial investment strategies and find joint investment opportunities that fit our collective investment needs.
Investment
Philosophy
We believe it is essential to harmonise philanthropic mission and endowment management.
Applying the understanding and knowledge gained from our relationship with Māori to our investment philosophy is more likely to achieve our purpose of looking after people and the planet while creating value and growing capital over the long term.
Being highly ethical investors, integrating ESG considerations into our investment decision-making processes and taking a wide lens, including where practicable indigenous perspectives, of the impact of our investments.
Using our strategic advantages to invest will allow us to improve our long-term risk-adjusted returns and better align with our beliefs.
Generating measurable positive social and environmental impact alongside a financial return.
Knowing both the investments we make and the partners we invest with.
Continuing to learn and evolve our thinking and be pragmatic in achieving our objectives.
Latest News & Views
Rātā achieves 7.1% portfolio return on the back of global volatility
Rātā Foundation Reports Strong Financial Performance and Deepening Social Impact
Leighton Evans, Chief Executive, Rātā Foundation
Leighton talks about how what Rātā has learned on its cultural journey has changed how Rātā sees itself and how it works with the community to build relationships and gain access to communities of need previously closed off to them.
Nuk Korako, Kaihautū, Rātā Foundation
Nuk talks about how Rātā demonstrates Aroha ki te Tangata – Love and Care for All People - through their mahi.
Aroha ki te Tangata
Aroha ki te Tangata is a continuation of the journey Rātā Foundation has been on seeking māramatanga of Māori aspirations and funding needs in our tākiwa over the last decade.
Rātā Foundation acquires 25% stake in Alvarium
Rāta Foundation makes a new appointment to its Investment Committee
Rātā community loans provide flexibility
We provide community loans to community organisations, which provide access to financing for capital projects that will bring about equitable and sustainable outcomes.
View from the Chief Executive
I am excited to unveil our newly launched investment-focused website with you.