NZ Super Fund - Official Information Act

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]

Date	Details	Requested by	Document Links
2022/23
10 November 2022	Investment in Auror via Movac Fund 5	BusinessDesk	OIA #3498777
4 November 2022	Communications regarding how media queries are dealt with	Stuff	OIA #3497943
4 October 2022	Kiwi Wealth and Kiwi Group Holdings valuations	Private Individual	OIA #3489997
21 September 2022	Carbon exposure and derivatives	Private Individual	OIA #3472226
9 September 2022	PSP Investments and Kaingaroa Forest	Private Individual	OIA #3468346
6 September 2022	Guardians' salary bands	BusinessDesk	OIA #3464662
5 September 2022	Metlifecare: internal emails, emails with Metlifecare and advisors, and emails with Carolyn Steele	Private Individual	OIA #3464625 Appendix 1 – Internal emails Appendix 2 – Emails with Metlifecare and advisors Appendix 3 – Emails with Carolyn Steele
9 August 2022	Metlifecare decision papers	Private Individual	OIA #3440705 Appendix 1
12 July 2022	Metlifecare minutes and correspondence	Private Individual	OIA #3433569
8 July 2022	Communications staff, contractors, and interview/media requests	Radio NZ	OIA #3418358
2021/22
19 April 2022	Communications regarding the Russian Direct Investment Fund	Private Individual	OIA #3392507 Appendix
13 April 2022	Clarification on the exclusions policy in the application of US sanctions, specifically EO 13622, for Russian securities	Private Individual	OIA #3392397
31 March 2022	Synthetic instruments for Russian securities	Private Individual	OIA #3387662
30 March 2022	Shareholding percent in Auror via Movac Fund 5 and guarantees of clear intellectual property ownership from Auror	Private Individual	OIA #3392523
23 March 2022	Organisations attending the IFSWF 2016 Annual Meeting	Private Individual	OIA #3380731 Appendix
22 March 2022	Hotels owned through New Zealand Hotel Holdings	Unite Union	OIA #3385414
21 March 2022	Information about current and potential investments in Myanmar and the Investor Statement on Human Rights and Business Activities in Myanmar	Amnesty International	OIA #3379267 Appendix
18 March 2022	Holdings in Russian equities	Private Individual	OIA #3380134
17 March 2022	Russian organisations attending the IFSWF 2016 Annual Meeting	Private Individual	OIA #3383569
13 December 2021	Statistics on the Guardians' engagement and exclusion activity on the subject of human rights	The Israel Institute of New Zealand	OIA #3333992
2 December 2021	Information about the application of the Guardians’ RI Framework; in particular divestment decisions and the decision to divest from companies with activities in the OPT (follow-up)	Private Individual	OIA #3330763
10 November 2021	Statistics on the Guardians' engagement and exclusion activity on the subject of human rights	The Israel Institute of New Zealand	OIA #3313835
8 November 2021	Information about the application of the Guardians’ RI Framework; in particular divestment decisions and the decision to divest from companies with activities in the OPT	Private Individual	OIA #3335729
25 August 2021	Timberlands Investments Limited	Private Individual	OIA #3272295
7 July 2021	Meetings with councils on the subject of investment in water assets	Media	OIA #3242054
2020/21
30 June 2021	Cryptocurrency exposure	NZME	OIA #3232428
16 June 2021	Communications regarding the Investment Committee paper relating to the decision to divest from Israeli banks. Documents on file that relate to the qualifications of the paper authors. Documents on file that relate to the qualifications of Head of Responsible Investment Anne-Maree O'Connor. Communication about possible divestment from companies involved in other occupations.	The Israel Institute of New Zealand	OIA #3223897 Appendix
15 June 2021	All documents held by the NZ Super Fund that refer to divestment of: Israeli banks, Turkish banks, Saudi Arabian banks, Chinese banks, Australian banks, Canadian banks, US banks, and any other countries' banks.	The Israel Institute of New Zealand	OIA #3212450 (Part 1) Appendix OIA #3212450 (Part 2) Appendix OIA #3212450 (Part 3) Appendix
24 May 2021	All communications between the Guardians and two non-government actors who have at some point in time advocated a policy of divestment from Israeli banks.	Private individual	OIA #3204021 Appendix - Individual 1 - Part 1 Appendix - Individual 1 - Part 2 Appendix - Individual 1 - Part 3 Appendix - Individual 1 - Part 4 Appendix - Individual 1 - Part 5 Appendix - Individual 2
24 May 2021	Sovereign and corporate bond holdings in Saudi Arabia, Turney, China, Russia, and Israel.	Private individual	OIA #3214913
7 May 2021	All information held by New Zealand Superannuation Fund relating to the sale or not of its shareholding - through NZSF Tui Investments Ltd - in Kiwi Group Holdings Ltd.	Office of the Hon Mark Mitchell, MP	OIA #3194450
23 April 2021	The process of divestment from five Israeli Banks.	The Israel Institute of New Zealand	OIA #3193089 Appendix 1
15 April 2021	Investment Committee paper relating to the exclusion of certain entities from the Fund's portfolio.	The Israel Institute of New Zealand	OIA #3175757 Appendix 1 Appendix 2
14 April 2021	Communication between the Guardians’ Chief Executive Officer, Board Members, the members of staff, being the researcher/s, report writer/s and presenter/s who prepared and presented the Investment Committee paper (“the report writers”) and non-government actors who have at some point in time advocated a policy of divestment from Israeli banks, between the dates of 1 January 2020 and 11 March 2021.	Private individual	OIA #3179052 Appendix 1
14 April 2021	All correspondence from CEO Matt Whineray to do with the decision to exclude five Israeli banks.	Private individual	OIA #3185145 Appendix 2
1 April 2021	New Zealand residential property.	Private individual	OIA #3174221 Appendix 1
29 October 2020	A copy of the first draft of a due diligence/health check the Guardians did on the Elevate Fund before it was launched.	NBR	OIA #3057505 Appendix 1
31 July 2020	Staff credit card statements, a list of items pertaining to entertainment, staff expenses, travel, furniture, telecommunications and computer peripherals, and a list of all staff reimbursements, purchased or paid for by the Guardians between the 1st March 2020 and the 30th May 2020.	NZ Taxpayers' Union	OIA #2994769 Appendix A Appendix B Appendix C
28 July 2020	November 2019 NZ Infra bid documents including all reports prepared by external partners or consultants on behalf of NZ Infra appended to or referenced in the bid documents.	Greater Auckland	OIA #2994274
3 July 2020	All correspondence, including emails, between the NZ Super Fund and the Office of Hon Phil Twyford, Office of Hon Shane Jones and Office of the Prime Minister relating to Auckland light rail and the NZ Infra proposal, since 1 January 2020.	Office of Chris Bishop MP	OIA #2971153 Appendix 1
2 July 2020	Information relating to the Guardians' investment strategies, including: Actions taken subsequent to COVID-19 Decisions made by the EDO group Shale gas investments Exposure to CLOs Exposure to Greensill managed trade vehicles Auckland light rail Hospitality assets; and Rocket Lab.	Private individual	OIA #2960959
2019/20
15 November 2019	Holdings in the company G4S, as far back as records permit.	Private individual	OIA #2722153
15 October 2019	All letters sent to and received from the Minister of Finance in relation to the Venture Capital Fund in the period 1 March 2019 to 18 September 2019.	Office of Paul Goldsmith MP	OIA #2702602
5 July 2019	Diversity in the workplace.	Fairfax	OIA #2644793
2018/19
14 June 2019	Information on the Fund's investments that relate to Western Sahara and Western Sahara phosphate.	Western Sahara Campaign NZ	OIA #2635646 Appendix 1
11 April 2019	All key RI and ESG-related documents regarding the Fund's holdings in companies whose operations are in any way linked to the Western Sahara	Private Individual	OIA #2618246 Appendix I - Part 1 Appendix I - Part 2 Appendix I - Part 3 Appendix I - Part 4
14 February 2019	Total amount of spending on advertising in the past five financial years.	Fairfax	OIA #2609344
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 Rail	Newshub	OIA #2538815 Appendix I - Part 1 Appendix I - Part 2
24 July 2018	Kiwibuild	Newshub	OIA #2537325 Appendix I
12 July 2018	Investment in viticulture	Office 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 Territories	Private individual	OIA #2513061 Appendix I Attachment I Attachment II
2017/18
12 June 2018	Advice provided to the Minister for Canterbury Earthquake Recovery	Private Individual	OIA #2513061 Appendix I
12 June 2018	Communications between NZSF and CERA	Hon Gerry Brownlee	OIA #2512329 Appendix I
5 June 2018	Sexual Harassment Statistics	Fairfax	OIA #2513613
13 September 2017	Climate change risk mispricing	Private 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 2016	Post-it notes and artwork	National Business Review	OIA #1951058
21 September 2016	Advertising	Fairfax	OIA #1983278
23 September 2016	Board matters	NZ Taxpayers' Union	OIA #1983291
3 November 2016	Palm oil	Green Party	OIA #2044734 Appendix I part i Appendix I part ii Appendix I part iii
7 November 2016	Investment in fossil fuels	Green Party	OIA #2041999
25 November 2016	Impact of RI Framework on Fund Returns	Private Individual	OIA #2054582 Appendix I
28 November 2016	PGC Group	Private Individual	OIA #2045366
10 February 2017	Communication costs	NZ Taxpayers' Union	OIA #2085548
13 March 2017	Sharpe Ratios	Private Individual	OIA #2147418 NZSF response to request for correction
22 March 2017	Comparing Fund Performance to NZX50	Private Individual	OIA #2154887
22 March 2017	Investment in Ogin, Inc	Private Individual	OIA #2152651
30 March 2017	HR matters	Private Individual	OIA #2152594
3 April 2017	Investment in Fossil Fuels	Fairfax	OIA #2156424
2015/16
23 October 2015	Oak Finance	Private Individual	OIA #1750881
21 October 2015	Exposure to and performance of Carbon Underground 200 investments	Green Party	OIA #1743375
9 October 2015	Expenditure on Sky TV	Taxpayers' Union	OIA #1738154
7 October 2015	Fund exclusion data	Private Individual	OIA #1735857
10 September 2015	Silver Fern Farms	New Zealand First	OIA #1711356
11 May 2016	NZ Post	New Zealand First	OIA #1891499
30 June 2016	Kiwibank	Green Party	OIA #1933318
2014/15
28 April 2015	Copies of mining sector engagement framework and red list of companies, mining sector	Green Party	OIA #1551365
12 March 2015	Investment in Ogin, Inc	Private Individual	OIA #1469309
11 December 2014	Ethical Investment - Occupied West Bank and/or East Jerusalem	Wellington Palestine Group	OIA #1389438 Appendix 1 Appendix 2 part i Appendix 2 part ii Appendix 2 part iii Appendix 3
12 November 2014	Climate change response / fossil fuel divestment	Green Party	OIA #1361783
29 August 2014	Israel Chemicals, G4S, Boeing & other arms manufacturers	Private Individual	OIA #1323770
23 July 2014	Investments in renewable energy, energy efficiency, biofuels and clean technology	Green Party	OIA #1300005 Appendix 1 Appendix 2
2013/14
11 October 2013	Investments related to South Canterbury Finance	Private individual	OIA #934693
12 December 2013	Investment in Ogin, Inc	Private individual	OIA #2933695

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