Responsible investment

BT Funds Management (NZ) Limited (BTNZ) is the funds management arm of the Westpac group of companies in New Zealand.

Together, BTNZ and Westpac NZ have developed a Responsible Investment Policy which applies to the management of our portfolios. It means that our funds exclude sectors or companies that manufacture and sell assault weapons to civilian customers, manufacture controversial weapons, tobacco or process whale meat. But responsible investing is about more than just keeping away from certain sectors. It’s also about looking to the future and making rigorous decisions on the basis of a range of environmental (E), social (S) and corporate governance (G) factors. The theory is: companies that perform well in terms of ESG are more likely to perform well financially over the long-term.

Take a look at BTNZ's Responsible Investment Approach, otherwise you can see a comprehensive overview of our Responsible Investment Policy.

BTNZ is a signatory to the United Nations-supported Principles for Responsible Investment (PRI). The six principles are an aspirational set of investment guidelines intended to offer a range of possible actions for incorporating Environmental, Social and Governance (ESG) issues into investment decision making practices. BTNZ submits an annual transparency report to the PRI, which is assessed. For more detail read BTNZ’s latest PRI Transparency and Assessment report.

You can also find information about BTNZ Proxy Voting, Trade Allocation and Execution policy

Responsible Investment ESG


More about our Investment Options