Strategic diversification drives Rātā investment performance in FY25
Responsible Investing
Positively impacting people and the planet
Investing as an ethical and highly responsible investor
Rātā strives to achieve excellence in Environmental, Social and Governance (ESG) performance.
We will positively impact our stakeholders, community, and planet, fully incorporating ESG principles into the way we invest.
Investing as an ethical and highly responsible investor we will:
Integrate ESG issues into all investment analysis and design-making processes.
Use ESG considerations as part or our manager appointments.
Our ESG target is to maintain a weighted average Mercer ESG rating of less than 2.5 on our liquid portfolio.
Engage with appointed managers on ESG matters, including on ESG-related policies and actions required to implement them. We will use our influence to create positive change when expectations are not met.
Share our investment journey and activities to promote our progress towards being a responsible and ethical investor.
Keep current and educate ourselves with ESG trends.
Our relationships with Māori are central to our ESG investing.
We are grateful for the strong relationships with Māori, hapu and iwi within our takiwā (region).
Develop a tika approach to investing, with our learning and thinking shaped by our relationships with Māori, hapu and iwi.
Be a recognised investment partner alongside Māori in a way that contributes to the social, cultural, environmental, and economic well-being of the hapori Māori.
Actively seek partnerships with kaupapa Māori entities, respecting their economic development goals.
Regularly review and adjust out investment strategies to better align with the aspirations of the hapori Māori.
Continue to shape our investment approach by the contemporary pragmatism of Māori.
Cultivate on-going engagement with Māori stakeholders and hearing their voices.
Be a good Te Tiriti and Māori ally.
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.