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$948,276 DISTRIBUTED TO COMMUNITIES IN 2019
$7,292,633 TOTAL DISTRIBUTED TO COMMUNITIES

Our Investment
Approach.

At the heart of Auckland Foundation's investment approach is meeting the goals and objectives of our donors and community.

Our investment strategy is to prudently preserve and grow the real value of our capital, for current and future generations. We also seek to maintain a sustainable granting programme that meets our donors' long-term wishes and goals.

We believe our guiding investment principles provide a solid foundation for investment success:

  • Protecting and growing the real value of our endowments in investment;
  • Consideration of ESG (environmental, social and governance) factors in all investment decisions;
  • Prudent investment management that follows best practice as a fiduciary.


Auckland Foundation therefore takes a long-term investment approach. We have appointed Harbour Asset Management as our fund manager; Harbour are consistently and repeatedly named as New Zealand’s leading fund manager. We have a Statement of Investment Policy and Objectives (SIPO) that outlines the terms of investment. This is periodically reviewed, along with the performance of the fund manager.

Our investment fund is available to all of our donors who have established a named sub fund with Auckland Foundation.

Using an alternative investment manager.

Some donors may want to establish a sub fund with Auckland Foundation but prefer to manage the investments with an investment manager of their own choosing, particularly during their own lifetime.

We are happy to accommodate this by continuing to provide an efficient vehicle to manage the philanthropic needs of the donor.*

As all funds are endowed to Auckland Foundation, we will be responsible for establishing an account with the chosen investment manager. Donors who choose to exercise this option can recommend both an investment manager and investment policy for their sub fund.

*Use of alternative investment managers are subject to Auckland Foundation terms and conditions, and subject to Board approval

 

Contact us.