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.