Papers Reports Reviews

Global Investor - Liquidity issues in an institutional portfolio context

Posted On: Thursday, 28 May 2015

An interview with New Zealand Super Fund Chief Executive Adrian Orr. The article was published in Global Investor magazine, published by Credit  Suisse and can be found on Page 26.  

Papers on long-term investment published

Posted On: Wednesday, 18 March 2015

A white paper prepared with insights from the New Zealand Superannuation Fund and an essay by New Zealand Superannuation Fund Chief Executive Adrian Orr have been published in association with the Focusing Capital on the Long Term initiative, of which the Fund is a member. Both works address the benefits of sustainable long-term investing and the paper also provides practical guidance for the design, benchmarking and evaluation of investment portfolios oriented to the long term.

 

2014 Independent Review by Promontory Financial Group

Posted On: Wednesday, 22 October 2014

An independent review of how effectively and efficiently the Guardians are performing their function is carried out every five years, as required by the New Zealand Superannuation and Retirement Income Act 2001. This review, the third to be conducted, was undertaken by Promontory Financial Group in 2014. Reviews were previously carried out in 2009 and 2004.

How We Invest White Paper - The Advantages of Being a Long-Term Investor

Posted On: Tuesday, 30 September 2014

By Sue Brake and Rishab Sethi, Guardians of New Zealand Superannuation, September 2014. This paper summarises one of series of internal Guardians discussion workshops.

How We Invest White Paper - Diversification

Posted On: Tuesday, 30 September 2014

By Joe Cheung, Guardians of New Zealand Superannuation, September 2014. This paper summarises one of a series of internal Guardians discussion workshops.

How We Invest White Paper - Investment Manager Skill

Posted On: Tuesday, 30 September 2014

By Paul Gregory and Tim Mitchell, Guardians of New Zealand Superannuation, September 2014. This paper summarises one of a series of internal Guardians discussion workshops.

2004 Independent Review by Jonathan Eriksen

Posted On: Thursday, 21 August 2014

The New Zealand Superannuation and Retirement Income Act 2001 requires the Minister of Finance to periodically appoint an independent reviewer to review how efficiently and effectively the Guardians is performing its functions.

The Minister of Finance sets the terms of reference for the review in accordance with Section 71 of the Act. Reviews are conducted at intervals that are no more than 5 years apart.

The first independent review of the Guardians was completed in August 2004 by Jonathan Eriksen.

Global Investor Survey on Climate Change (Asset Owners) - Our Response

Posted On: Sunday, 1 December 2013

December 2013

This survey is a key climate change benchmarking and disclosure tool for institutional investors globally.

Allocating Risk Capital - the Case of the NZSF

Posted On: Tuesday, 1 October 2013

October 2013

Rotman International Journal of Pension Management, Vol 6, No. 2, Fall 2013.

This paper, by the Guardians’ Head of Asset Allocation David Iverson and consultant Renato Staub, outlines how we allocate capital in the strategic tilting programme.

World Economic Forum - Measurement, Governance and Long-term Investing

Posted On: Thursday, 1 March 2012

March 2012

The Guardians contributed to this report by the World Economic Forum.  The reports explores the interlinked impact of measurement and governance on long-term investing.