Mindful Money Impact Tool
The Mindful Money Impact Tool provides transparency for New Zealand investors, allowing them to check fund holdings and filter for ethical criteria such as climate friendliness and human rights. It is a key resource for ESG analysis and values-aligned portfolio management.
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OVERVIEW
The Mindful Money Impact Tool is a digital resource designed to help New Zealand investors identify where their KiwiSaver and managed funds are invested. By providing transparency on portfolio holdings, it allows users to align their financial decisions with their personal values and ethical standards. Finance professionals can use this tool to evaluate the sustainability credentials of various investment products in the New Zealand market.
Organisation behind the tool
The tool is developed and maintained by Mindful Money, a New Zealand-based charitable organisation focused on promoting responsible and ethical investment. The initiative is supported by various volunteers, core staff, and a board of members dedicated to increasing financial transparency.
What the tool does
The platform offers several key functionalities for users to monitor and select investment funds:
- A fund checker that reveals specific company holdings within KiwiSaver and managed funds.
- Filters to identify funds free from certain sectors, such as animal cruelty, weapons production, fossil fuels, and human rights violations.
- A directory of ‘Mindful Funds’ that meet specific ethical investment criteria and definitions.
- Lists of wholesale impact investment funds for professional or institutional use.
Target audience
The primary audience includes individual KiwiSaver members and retail investors in New Zealand. It is also a valuable resource for financial advisers, researchers, and institutional investors looking for data on responsible investment options and fund transparency.
Relevance to finance professionals
- Risk assessment – Identifying exposure to companies involved in controversial sectors or social harm that may pose reputational or regulatory risks.
- ESG analysis – Providing granular data on environmental and social metrics across hundreds of New Zealand investment products to support reporting and compliance.
- Investment context – Offering insights into ethical investment trends and the availability of impact-focused funds in the Australasian market.
