Sponsors
Philanthropy New Zealand wishes to thank the sponsors of Philanthropy Matters.
It is through their generosity we are able to bring you such an incisive programme with leading philanthropists and grantmakers sharing their experience.
kia ora
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Lead Sponsor of Philanthropy New Zealand
Congratulations to Philanthropy New Zealand and NZ's Community Trusts on your first shared conference, Philanthropy Matters. TOWER's longstanding partnership with Philanthropy New Zealand is not only a privilege but is also an important complement to the investment services we provide to many of PNZ's members. Understanding clients' needs is critical to providing appropriate investment and relationship management and our involvement with Philanthropy NZ helps connect us more closely to the objectives and outcomes of our investment decisions. The forthcoming introduction of KiwiSaver adds another dimension to our partnerships as we aim to make it easy for employing trusts to meet these new obligations for their staff so they can stay focussed on their core activities for the community
At AMP, our proud support of the New
Zealand community is carried out primarily through the AMP Foundation.
From its inception, the AMP Foundation in

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Russell is a global market leader among manager-of manager investment firms. We advise clients on more than US$3.2 trillion in assets and deliver investment programmes to more than 2,000 client organisations in 44 countries. More than 40 million individual investors access Russell services and products through alliance relationships. We manage approximately US$195 billion in assets in a variety of multi-manager funds. Russell clients include ASB Trusts, Bay of Plenty Community Trust, Fletcher Building, New Zealand Superannuation Fund, Waikato Community Trust; BHP Billiton, H J Heinz, and News Corp in Australia; and AT&T, Bill & Melinda Gates Foundation, Coca-Cola, Motors and IBM in the USA.

An independent New Zealand owned investment management company specialising in the management of global investments for private individuals, Charitable Trusts , Community Trusts and other professional groups who seek absolute returns from their investments each year.

Forsyth Barr Funds Management has a dedicated team of investment specialists with significant individual and collective experience in managing broad ranges of asset classes through the various market cycles. We specialise in providing:
- Investment advice on portfolio design
- Discretionary and non-discretionary portfolio management for institutional funds
- Cash and high yield fixed income management
- Superannuation and Retirement funds management
Our objective is to produce the optimal return commensurate with the preferred level of risk specific to the individual client. All client portfolios are tailored to suit their individual needs.
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Mercer Investment Consulting specialises in providing customised guidance at every stage of the investment process. Through drawing upon our global resources and local expertise, we provide premium investment advice, research and tools to institutional investors and community trusts.
We are also specialists in responsible investment and are one of the few firms with a dedicated global team who provide research, fiduciary training and strategic advice in this area. Mercer Investment Consulting was integral to the development of and is a signatory to the United Nations Principles for Responsible Investment

Trust Investments is one of New Zealand’s leading and longest
established provider of finance, investment and property services
tailored exclusively for Charitable Trusts and Not for Profits.
The
uniqueness of being a charitable trust working on behalf of only
charitable trusts means that we understand the obligations charitable
trusts have that extend beyond simply maximising investment returns. We
assist charitable trusts to achieve competitive returns benchmarked
against the commercial market, to manage their administration in a cost
efficient way and expose them to world best practice principles - all
our investment products are tax free. We also assist charitable trusts
to meet their statutory and governance responsibilities.
Trust
Investments understands that each charity is different and has the
flexibility to accommodate any unique or specific governance criteria
relating to objectives, purpose, beliefs or values.
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The Capital National Alliance (CNA) is a strategic alliance between Capital International Inc. (a US based Investment Management business) andNational Corporate Investment Services Limited (a subsidiary of the
National Australia Bank Group).
CNA consists of a dedicated team of seven people focused on building Capital International's institutional business in Australia and New Zealand and servicing Capital International's clients through the
alliance.
CNA provides access to a range of Capital International's institutional investment management services through separately managed accounts and pooled vehicles. The range of mandates offered includes Global Equity (with a variety of currency management options), Emerging Market Equity and Global Small Cap Equity, Global Aggregate Bonds, Global High Yield and Emerging Market Debt.
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Tyndall aims to be New Zealand’s premier provider of investment solutions. With over $3.6 billion of FUM, yet with a small group of clients, we are able to provide excellent and tailored wholesale investment management services.
• Our NZ based investment team offers solutions to clients in fixed interest, cash and domestic equities.
• Clients gain access to Tyndall’s world class offshore managers in global equity, global fixed interest, global property and alternative investments.
• We are delighted to have been recognized as INFINZ Fund Manager of the year in both 2005 and 2006.
• Tyndall is part of the Promina Group, one of Australasia’s leading insurance companies.
For more information:
Helen McKenzie
Institutional Marketing Manager
Email: helen_mckenzie@tyndall.co.nz
Phone: 09 377 7220
www.tyndall.co.nz

