Official Information and Proactive Disclosure

In the interests of improving public transparency and to provide an additional resource for anyone seeking information, the Guardians has decided to publish responses to Official Information Act requests and to proactively release information that may be requested under the Official Information Act. Responses will be published and information proactively released if the Guardians considers the responses and information to be of material public interest.

Our Communications Policy sets out our approach to responding to Official Information Act requests.

Official Information Act requests can be directed to enquiries@nzsuperfund.co.nz.

Official Information Act

Date	Details	Requested by	Document Links
2018 / 19
30 October 2018	Investments in entities related to South Canterbury Finance	Private individual	OIA 2574243
10 October 2018	Investments in Israel	Private individual	OIA 2569517
20 August 2018	Evolution of the NZ Super Fund's position on divestment from Israeli banks with business activities in the Occupied Palestinian Territories	Private individual	OIA 2552834 Appendix I
24 July 2018	Auckland Light Rail	Newshub	OIA 2538815 Appendix I - Part 1 Appendix I - Part 2
24 July 2018	Kiwibuild	Newshub	OIA 2537325 Appendix I
12 July 2018	Investment in viticulture	Office of the Leader of the Opposition	OIA 2537279 Appendix I
11 July 2018	Internal processes employed when evaluating and presenting investment opportunities	Private individual	OIA 2531520
5 July 2018	Holdings in companies with business activities in Israel and the Occupied Palestinian Territories	Private individual	OIA 2513061 Appendix I Attachment I Attachment II
2017 / 18
12 June 2018	Advice provided to the Minister for Canterbury Earthquake Recovery	Private Individual	OIA 2513061 Appendix I
12 June 2018	Communications between NZSF and CERA	Hon Gerry Brownlee	OIA 2512329 Appendix I
5 June 2018	Sexual Harassment Statistics	Fairfax	OIA 2513613
13 September 2017	Climate change risk mispricing	Private Individual	OIA #2321663 Appendix I (NB updated to include full Mercer document noted in original response as 'decision pending') Appendix II part I Appendix II part II
2016 / 17
26 July 2016	Post-it notes and artwork	National Business Review	OIA #1951058
21 September 2016	Advertising	Fairfax	OIA #1983278
23 September 2016	Board matters	NZ Taxpayers' Union	OIA #1983291
3 November 2016	Palm oil	Green Party	OIA #2044734 Appendix I part i Appendix I part ii Appendix I part iii
7 November 2016	Investment in fossil fuels	Green Party	OIA #2041999
25 November 2016	Impact of RI Framework on Fund Returns	Private Individual	OIA #2054582 Appendix I
28 November 2016	PGC Group	Private Individual	OIA #2045366
10 February 2017	Communication costs	NZ Taxpayers' Union	OIA #2085548
13 March 2017	Sharpe Ratios	Private Individual	OIA #2147418 NZSF response to request for correction
22 March 2017	Comparing Fund Performance to NZX50	Private Individual	OIA #2154887
22 March 2017	Investment in Ogin, Inc	Private Individual	OIA #2152651
30 March 2017	HR matters	Private Individual	OIA #2152594
3 April 2017	Investment in Fossil Fuels	Fairfax	OIA #2156424
2015 / 16
23 October 2015	Oak Finance	Private Individual	OIA #1750881
21 October 2015	Exposure to and performance of Carbon Underground 200 investments	Green Party	OIA #1743375
9 October 2015	Expenditure on Sky TV	Taxpayers' Union	OIA #1738154
7 October 2015	Fund exclusion data	Private Individual	OIA #1735857
10 September 2015	Silver Fern Farms	New Zealand First	OIA #1711356
11 May 2016	NZ Post	New Zealand First	OIA #1891499
30 June 2016	Kiwibank	Green Party	OIA #1933318
2014 / 15
28 April 2015	Copies of mining sector engagement framework and red list of companies, mining sector	Green Party	OIA #1551365
12 March 2015	Investment in Ogin, Inc	Private Individual	OIA #1469309
11 December 2014	Ethical Investment - Occupied West Bank and/or East Jerusalem	Wellington Palestine Group	OIA #1389438 Appendix 1 Appendix 2 part i Appendix 2 part ii Appendix 2 part iii Appendix 3
12 November 2014	Climate change response / fossil fuel divestment	Green Party	OIA #1361783
29 August 2014	Israel Chemicals, G4S, Boeing & other arms manufacturers	Private Individual	OIA #1323770
23 July 2014	Investments in renewable energy, energy efficiency, biofuels and clean technology	Green Party	OIA #1300005 Appendix 1 Appendix 2
2013 / 14
11 October 2013	Investments related to South Canterbury Finance	Private individual	OIA #934693

Proactive Disclosure

In this section we will publish information not published elsewhere on our website that we consider to be of material public interest and likely to be requested under the Official Information Act.

Information may be withheld from proactive disclosures where we consider it to be protected, such as:

personal information
trade secrets or commercially sensitive information
information provided to the Guardians in confidence
‘free and frank’ expressions of opinion
legally privileged information
information which, if disclosed may prejudice negotiations or commercial activities or give rise to an improper gain or advantage.

Our reasons for withholding information from documents proactively disclosed are noted in the documents as applicable. Proactively released information will generally only include information in its final form.

DATE	DETAILS	DOCUMENT LINKS
2017/18
15 August 2017	Released in full	February 2017 Board Strategy Paper - Climate Change
15 August 2017	Names and titles of staff members have been withheld for privacy reasons. Costs have been withheld where these may be prejudicial to negotiations or knowing them could give improper advantage to other market participants. A table on page 8 has been withheld, at the request of the supplier, for reasons of commercial sensitivity and competitive advantage.	April 2017 Board Paper - Carbon Reduction
17 October 2017	Names, titles and contact details of staff members have been withheld for privacy reasons. Information has been withheld for reasons of privacy, confidentiality, commercial sensitivity and the potential to be prejudicial to negotiations.	CEO Remuneration 2017 - Correspondence. Includes background information.
18 December 2017	Names of staff members have been withheld for privacy reasons. Information has been withheld for reasons of confidentiality and commercial sensitivity.	Cannabis Exclusion Policy

Considerable information is disclosed elsewhere on our website, including:

Who are we and what do we do?	See NZ Super Fund Explained for: our organisation Chart profiles of Board members profiles of the Leadership Team and management committee members a summary of our purpose and mandate
What are our priorities and how are we doing?	See Publications and Performance for copies of our: annual equity listings annual reports monthly performance reports or returns vs the Reference Portfolio and Treasury bills Statements of Intent and Performance Expectations independent reviews of the Guardians and the Guardians’ responses third party reports
Our policies and procedures	See Publications and Performance for copies of our: Statement of Investment Policies, Standards and Procedures investment and operational policies Board Charter NZ proxy voting guidelines
What we spend and how we spend it	See Publications and Performance for copies of our: latest audited financial statements gift and hospitality registers CEO’s expenses, gifts and hospitality disclosures annual cost benchmarking surveys