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Trust Waikato

PRI reporting framework 2018

You are in Strategy and Governance » ESG issues in asset allocation

ESG issues in asset allocation

SG 13. ESG issues in strategic asset allocation

New selection options have been added to this indicator. Please review your prefilled responses carefully.

13.1. Indicate if your organisation executes scenario analysis and/or modelling in which the risk profile of future ESG trends at portfolio level is calculated.

13.3. Additional information. [OPTIONAL]

SG 14. Long term investment risks and opportunity

14.1. Describe the process used to identify short, medium and long-term risks and opportunities that could have a material impact on your organisation and its activities.

Trust Waikato has a long term strategic plan, with information incorporated from environmental scans.  This includes such indicators as employment, poverty, income, demographics, population health, community infrastructure etc.  The long term strategic plan is reviewed annually for external environmental changes which may impact on our strategic priorities.

Our investment policy, including objectives and SAA are reviewed annually with assistance from our investment advisors.  This will include an analysis of short, medium and long term indicators such as population, inflation, long-term expected returns, market volatility, portfolio diversification and ESG risk. 

14.2. Some investment risks and opportunities arise as a result of long term trends. Indicate which of the following you act on.

14.6. Additional information [Optional]

All asset selection is made by our fund managers.  However the Trust is mindful of its mandate "being purposes beneficial to the community..." Therefore, should opportunities arise to harness our investment portfolio to assist with a local issue arising from changing demographics, the Trust has an interest in participating.  To date, no such investible propositions have been achieved.

SG 15. Allocation of assets to environmental and social themed areas

New selection options have been added to this indicator. Please review your prefilled responses carefully.

15.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

15.2. Indicate the percentage of your total AUM invested in environmental and social themed areas.

15.5 %

15.3. Specify which thematic area(s) you invest in, indicate the percentage of your AUM in the particular asset class and provide a brief description.


          i) Sustainable equities fund
ii) Social infrastructure fund

Asset class invested

13 % of AUM
2.5 % of AUM

Brief description and measures of investment

i)  Global Equities Fund invested in a range of sustainable businesses

ii) Social infrastructure assets provided through PPP arrangements for regular returns.


In addition to investing in social and sustainable themed funds, the Trust has made decisions to invest in infrastructure and property funds which have green buildings and clean technology investments among their assets. The Trust's mission is to grant effectively. The grants programme is a form of community investment.