View from the Chief Executive
I am excited to unveil our newly launched investment-focused website with you.
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 12.8% return
Amidst a moving feast of geopolitical tensions and volatility, Rātā Foundation demonstrated resilience, achieving a gross return of 12.8 % in the year ending 31 March 2024, clearing the benchmark of 11.2%.
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.
Fourteen new homes support housing affordability In Nelson
The Habitat for Humanity Nelson housing development in Stoke, Nelson, has provided immediate, affordable, and secure tenure to fourteen families needing housing.
Blenheim Gains More Affordable Rental Homes
Blenheim has gained more affordable rental homes with the Marlborough Sustainable Housing Trust’s housing project on Hutcheson Street. A $1.8m community loan from the Rātā Foundations provided cornerstone funding for the project.
First purpose-built Youth Hub in Aotearoa
The stage one construction of Aotearoa's first purpose-built Youth Hub was significantly boosted with a $500,000 grant from the Rātā Foundation.
A new era of mana Motuhake for Te Āwhina marae
Motueka based marae, Te Awhina are preparing for the opening of a million-dollar development that will see 20 whānau moving into new pāpākāinga housing, making a return to their whenua.
Fourteen new affordable housing rentals units in Christchurch Central
Oxford Terrace Baptist Church (OTBC) housing development adds fourteen affordable rental units with wrap around support. This ensures people will get the right support when they need it.
Changing the way conservation is done in Aotearoa
The Kotahitanga mō te Taiao Alliance (KMTT) is changing the way conservation is done in New Zealand through an innovative collaboration between iwi, central and local government working across 3.4 million hectares of land and ocean in Te Tau Ihu.