Official Information and Proactive Disclosure

In the interests of improving public transparency and to provide an additional resource for anyone seeking information, the Guardians has decided to publish responses to Official Information Act requests and to proactively release information that may be requested under the Official Information Act.  Responses will be published and information proactively released if the Guardians considers the responses and information to be of material public interest.

Our Communications Policy sets out our approach to responding to Official Information Act requests.

Official Information Act requests can be directed to [email protected].

Official Information Act

 

DateDetailsRequested byDocument Links

2018 / 19

30 October 2018

Investments in entities related to South Canterbury Finance

Private individual

OIA 2574243

 

10 October 2018

 

Investments in Israel

Private individual

OIA 2569517

20 August 2018

 

Evolution of the NZ Super Fund's position on divestment from Israeli banks with business activities in the Occupied Palestinian Territories

 

Private individual

OIA 2552834

Appendix I

24 July 2018

Auckland Light RailNewshub

 

OIA 2538815

Appendix I - Part 1

Appendix I - Part 2

24 July 2018

KiwibuildNewshub

 

OIA 2537325

Appendix I

12 July 2018

Investment in viticultureOffice of the Leader of the Opposition

 

OIA 2537279

Appendix I

11 July 2018

 

Internal processes employed when evaluating and presenting investment opportunities

 

Private individual

OIA 2531520

5 July 2018

Holdings in companies with business activities in Israel and the Occupied Palestinian TerritoriesPrivate individual

 

OIA 2513061

Appendix I

Attachment I

Attachment II

2017 / 18

12 June 2018Advice provided to the Minister for Canterbury Earthquake RecoveryPrivate Individual

OIA 2513061

Appendix I

12 June 2018Communications between NZSF and CERAHon Gerry Brownlee

OIA 2512329

Appendix I

5 June 2018Sexual Harassment StatisticsFairfaxOIA 2513613
13 September 2017 Climate change risk mispricingPrivate Individual 

OIA #2321663

Appendix I (NB updated to include full Mercer document noted in original response as 'decision pending')

Appendix II part I

Appendix II part II

2016 / 17

26 July 2016Post-it notes and artworkNational Business ReviewOIA #1951058
21 September 2016AdvertisingFairfaxOIA #1983278
23 September 2016Board mattersNZ Taxpayers' UnionOIA #1983291
3 November 2016Palm oilGreen Party

OIA #2044734

Appendix I part i

Appendix I part ii

Appendix I part iii

7 November 2016Investment in fossil fuelsGreen Party

OIA #2041999

25 November 2016Impact of RI Framework on Fund ReturnsPrivate Individual

OIA #2054582

Appendix I

28 November 2016PGC GroupPrivate Individual

OIA #2045366

10 February 2017Communication costsNZ Taxpayers' Union

OIA #2085548

13 March 2017Sharpe RatiosPrivate Individual

OIA #2147418 

NZSF response to request for correction

22 March 2017Comparing Fund Performance to NZX50Private Individual

OIA #2154887

22 March 2017Investment in Ogin, IncPrivate Individual

OIA #2152651

30 March 2017HR mattersPrivate Individual

OIA #2152594

3 April 2017Investment in Fossil FuelsFairfax

OIA #2156424

2015 / 16   

23 October 2015Oak FinancePrivate IndividualOIA #1750881
21 October 2015Exposure to and performance of Carbon Underground 200 investmentsGreen PartyOIA #1743375
9 October 2015Expenditure on Sky TVTaxpayers' UnionOIA #1738154
7 October 2015Fund exclusion dataPrivate IndividualOIA #1735857
10 September 2015Silver Fern FarmsNew Zealand FirstOIA #1711356
11 May 2016NZ PostNew Zealand FirstOIA #1891499
30 June 2016KiwibankGreen PartyOIA #1933318

2014 / 15   

28 April 2015Copies of mining sector engagement framework and red list of companies, mining sector​Green Party

OIA #1551365

12 March 2015Investment in Ogin, IncPrivate Individual

OIA #1469309

11 December 2014Ethical Investment - Occupied West Bank and/or East JerusalemWellington Palestine Group

OIA #1389438

Appendix 1

Appendix 2 part i

Appendix 2 part ii

Appendix 2 part iii

Appendix 3

12 November 2014Climate change response / fossil fuel divestmentGreen PartyOIA #1361783
29 August 2014Israel Chemicals, G4S, Boeing & other arms manufacturersPrivate IndividualOIA #1323770
23 July 2014Investments in renewable energy, energy efficiency, biofuels and clean technologyGreen Party

OIA #1300005

Appendix 1

Appendix 2

2013 / 14

11 October 2013

Investments related to South Canterbury FinancePrivate individualOIA #934693

 

Proactive Disclosure

In this section we will publish information not published elsewhere on our website that we consider to be of material public interest and likely to be requested under the Official Information Act.

Information may be withheld from proactive disclosures where we consider it to be protected, such as:

  • personal information
  • trade secrets or commercially sensitive information
  • information provided to the Guardians in confidence
  • ‘free and frank’ expressions of opinion
  • legally privileged information
  • information which, if disclosed may prejudice negotiations or commercial activities or give rise to an improper gain or advantage.

Our reasons for withholding information from documents proactively disclosed are noted in the documents as applicable. Proactively released information will generally only include information in its final form.

DATEDETAILSDOCUMENT LINKS
2017/18  
15 August 2017Released in fullFebruary 2017 Board Strategy Paper - Climate Change
15 August 2017

Names and titles of staff members have been withheld for privacy reasons. Costs have been withheld where these may be prejudicial to negotiations or knowing them could give improper advantage to other market participants.

A table on page 8 has been withheld, at the request of the supplier, for reasons of commercial sensitivity and competitive advantage.

April 2017 Board Paper - Carbon Reduction
17 October 2017

Names, titles and contact details of staff members have been withheld for privacy reasons.  Information has been withheld for reasons of privacy, confidentiality, commercial sensitivity and the potential to be prejudicial to negotiations.

CEO Remuneration 2017 - Correspondence. Includes background information.
18 December 2017

Names of staff members have been withheld for privacy reasons. Information has been withheld for reasons of confidentiality and commercial sensitivity.

Cannabis Exclusion Policy

 

Considerable information is disclosed elsewhere on our website, including:

Who are we and what do we do?

See NZ Super Fund Explained for:

  • our organisation Chart
  • profiles of Board members
  • profiles of the Leadership Team and management committee members
  • a summary of our purpose and mandate

What are our priorities and how are we doing?

See Publications and Performance for copies of our:

  • annual equity listings
  • annual reports
  • monthly performance reports
  • or returns vs the Reference Portfolio and Treasury bills
  • Statements of Intent and Performance Expectations
  • independent reviews of the Guardians and the Guardians’ responses
  • third party reports
Our policies and procedures

 

See Publications and Performance for copies of our:

  • Statement of Investment Policies, Standards and Procedures
  • investment and operational policies
  • Board Charter
  • NZ proxy voting guidelines
What we spend and how we spend it

 

See Publications and Performance for copies of our:

  • latest audited financial statements
  • gift and hospitality registers
  • CEO’s expenses, gifts and hospitality disclosures
  • annual cost benchmarking surveys