Investment Resources
Our resources provide tools to monitor and review our investment performance, while maintaining transparency
Our dashboards reporting assists us to monitor and review our portfolios, financial performance and key metrics.
Graphs
Weighted Average Carbon Intensity
Strategic Asset Allocation
Portfolio Over/Under Performance Against Benchmark
Investment Portfolio Balance
Performance v Benchmark
Community Loans Total Outstanding Balance
Policies and FAQs
Rātā Foundation Statement of Investment Policy and Objectives (SIPO)
View PDF 1.1MB
Engagements and Exclusions
Read the Policy
Investment FAQs
Read the FAQs
Rātā Annual Financial Statements