The Fabian Society and 350 Aotearoa are co-hosting a day workshop on ethical investment.
This seminar aims to give attendees the practical skills required to make informed ethical investment decisions with personal or organisational funds. Particularly to develop:
1) a critical appreciation of current investment patterns, and funds that claim they are acting responsibly or ethically;
2) an understanding of shareholder activism, and ways of engaging or divesting with companies
3) instructions to give a financial planner/consultant for how you want to invest, and a SIPO (Statement of Investment Policies and Objectives) for an organisation’s investment fund that wants to invest responsibly.
Structure:
Attendees will be assigned to 1 of 8 groups. Each group will be given a fund to investigate prior to the seminar, and a co-ordinator for each group will be selected.
The Funds include sovereign wealth funds, government pensions funds, religious funds, ethical banks, ecology funds, USA and Australian ethical or responsible funds. Each group will report with regard to:
what ethical principles the fund uses how they exclude or engage
how successful have they been in meeting their investment objectives.
While individuals will be welcome to attend, the bulk of participants will come from invited organisations who have been assigned several places each. Attendance is limited to 50 places.
Please email Niamh@350.org.nz to express your interest and confirm your attendance by Friday 18th September.
Auckland Polish Society
Morningside
Auckland, AUK 1025
New Zealand