NZ Super Fund

We are proud to celebrate our Head of Asset Allocation, Charles Hyde's 10-year anniversary with the NZ Super Fund. Over the last ten years, Charles has made substantial contributions that have influenced our investment strategies and improved the overall performance of the NZ Super Fund. Charles joined us from the equities asset management industry with a keen interest in exploring new asset classes. Reflecting on his journey, Charles says, "The chance to explore new asset classes was incredibly appealing." He quickly made his mark with one of his most notable achievements being the introduction of a factor-based equity strategy, which has become one of our largest active allocations and has delivered strong performance. He has also overseen the development of a suite of internal tools and reports that have significantly improved our total portfolio approach, leading to more insightful and productive portfolio management discussions. "These tools have already made a big difference in how we manage our portfolio," Charles notes. Charles's leadership has been instrumental in fostering a pragmatic and open-minded approach within the Guardians, with his ability to balance top-down and bottom-up investing activities a key factor in our successes. "I enjoy refining our investment framework and staying close to our investing activities," he says. Outside of work, Charles enjoys riding motorcycles and is planning a tour of the South Island on his Indian Scout this May.  Please join us in congratulating Charles on his achievements! 

We're #hiring a new Senior Communications Advisor in Auckland. Apply today or share this post with your network.

We are looking for a talented and driven individual to join our team as a Senior Communications Advisor at NZ Super Fund. This role is perfect for someone who is serious about excellence in communications and public affairs, and eager to make a significant impact.

Our Business Development Director Giacomo Caleffi and Commercial Director Matt Gill had the opportunity to present at the New Zealand Parliament's Transport and Infrastructure Select Committee on our submission to the Offshore Renewable Energy Bill. We’re pleased to support the Bill and commend the Government and the Ministry of Business, Innovation and Employment for their proactive approach in developing a pragmatic permitting framework to enable the growth of offshore renewable energy in New Zealand. At the submission today, Giacomo and Matt highlighted several key recommendations to strengthen the Bill and support its intent to create a clear and effective regulatory pathway for investment in offshore renewable energy. 𝗘𝗻𝗮𝗯𝗹𝗶𝗻𝗴 𝘁𝗵𝗲 𝘀𝘁𝗮𝗴𝗶𝗻𝗴 𝗼𝗳 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀 – We recommend provisions to allow offshore wind projects to be delivered in phases. This approach enables developers to optimise investment and manage costs while delivering efficient outcomes for New Zealand. 𝗣𝗿𝗼𝘃𝗶𝗱𝗶𝗻𝗴 𝗴𝗿𝗲𝗮𝘁𝗲𝗿 𝗰𝗲𝗿𝘁𝗮𝗶𝗻𝘁𝘆 𝗮𝗿𝗼𝘂𝗻𝗱 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝗻𝗴 𝗮𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 – We suggest clearer guidance to incentivise responsible and prudent development, allow developers to negotiate application overlaps efficiently, and clarify how overlaps with non-offshore renewable energy permit holders will be handled. 𝗥𝗲𝗱𝘂𝗰𝗶𝗻𝗴 𝗿𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗼𝘃𝗲𝗿𝗹𝗮𝗽 – We support a permitting approach that consolidates requirements and minimises duplication with other regulatory regimes. 𝗖𝗹𝗮𝗿𝗶𝗳𝘆𝗶𝗻𝗴 𝗮𝗽𝗽𝗲𝗮𝗹 𝗿𝗶𝗴𝗵𝘁𝘀 𝗮𝗻𝗱 𝗿𝗲𝘃𝗼𝗰𝗮𝘁𝗶𝗼𝗻 𝗽𝗼𝘄𝗲𝗿𝘀 – We recommend that robust decision-making processes are embedded in the Bill, in relation to appeal and non-compliance, with revocation of permits treated as a last resort. We believe these amendments, alongside other equally important ones that we articulated in our submission, will help unlock the level of investment needed to develop New Zealand’s offshore wind potential and support the country’s energy transition. You can read our full submission here: https://lnkd.in/gEsR3aJh Copenhagen Offshore Partners Copenhagen Infrastructure Partners NZ Super Fund

Applications are now open for our 2025 Pacific scholarship in partnership with AUT Business School! Listen to this interview with Joe Halapua and 2024 recipient ‘Ana-Rachel Enari to find out more.

Case studies of how some #sovereign and #superannuation funds are implementating DAA, TAA, Tilting and Risk Mitigation, featuring - NZ Super Fund's Alex Bacchus and Kathryn A Kerner - Cbus Super Fund's Brett Chatfield and Justin Pascoe - AMP's Stuart Eliot - Australian Retirement Trust's Andrew Fisher - SANDHURST TRUSTEES LIMITED's Thadeus McCrindle

It was a delight to host attendees from around New Zealand and the world for our Data Analytics in Investment Conference on Thursday. Thank you to everyone who came and discussed strategies to enhance data analytics capabilities to create efficiencies, boost productivity and improve investment decision making. We'd particularly like to thank our speakers, moderators and panellists: Kathryn A Kerner, Alice Mew, Jo Townsend, Bradley Betts, Anastasia Moskvina, Kylie-Anne Richards, PhD., Matthew Steele, Jeff Gebler, CFA, Jason Wu, Michael Frith, Maaike van Tol, CFA, Marea Sing, Shingai Manjengwa, Geoff Smith, Craig Cullen, Daniel Taylor, George Thomson, FDP, CFA, CAIA, CIPM, Leanne Taylor, Matthew Davis, CFA, Sean Anthonisz, PhD, CAIA, Anne-Maree O'Connor, Nathalie Whitaker, Phil McCaw, and Nicola Willis MP. Data analytics is a rapidly developing area where we see lots of opportunity, and the conference was a great reminder that there is so much value in sharing ideas and knowledge together. We look forward to keeping in touch with our attendees on this important topic. Ka kite anō!

🎉 Congratulations to our Senior Advisor, Enterprise Risk Jessie Liu on five excellent years with the Guardians! Jessie partners with teams across the Guardians to enhance our risk culture and implement our risk management framework. Before coming to work at the Guardians, Jessie was impressed by our clear purpose, long-term focus and commitment to sustainable investment. “These values resonate with me, and I feel very privileged to be part of a team making a positive impact,” she says. Jessie enjoys getting to work with people from diverse backgrounds who are smart and accomplished, yet also down-to-earth. “I love our team culture, where we care about each other, support one another, and are encouraged to speak up and stretch ourselves in a safe environment. It's great to be in a place where I can be myself,” she says. Jessie also appreciates the Guardians’ focus on continuous learning and development. Her growth at the Guardians has included a promotion to her Senior Advisor position. Outside of work, Jessie spends most of her time with her four-year-old daughter and tending to her garden. Thank you for all your hard work and contributions to the Guardians, Jessie! 

The IABC (International Association of Business Communicators)'s latest write-up features our intranet refresh project, for which we were honoured to receive a Gold Quill Award in Internal Communication. We share how human-centred design helped us create an intranet that would become a central place for information, news and access to key systems here at the Guardians.

Join us in celebrating Mikaila Harris’ five years with the Guardians! 🎉 Starting with us in 2020 as a Tax Advisor, Mikaila says the Guardians’ reputation within the tax community, and leadership in sustainable investment and financial reporting, attracted her to the team. In 2022, Mikaila was promoted to Senior Tax Advisor. She now manages our worldwide tax compliance, tax reporting and relationship with Inland Revenue, alongside other cross-team projects. During her tenure, Mikaila has not only become a Chartered Accountant (congratulations Mikaila!) but has also mentored interns, secondees, and junior staff, sharing her passion for attracting young people into careers in tax while developing her leadership skills. She also completed the Oxfam Trailwalker 50km challenge with a team of colleagues in 2023, making great friends along the way. Mikaila enjoys the technical complexity of her work, considering over 80% of the Fund is invested offshore, as well as the opportunities to get involved and work with people across our organisation. She also appreciates her supportive, fun team. “I’ve been lucky to have leaders who actively seek out opportunities for me to grow and be challenged,” she says. Mikaila says the Guardians’ purpose is an important part of her work, underpinned by a set of values that she sees being truly lived by the team every day. Congratulations again, Mikaila, on five fantastic years with the Guardians!