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. Information on the Guardians’ functions and publications is also available in the Directory of Official Information compiled by the Ministry of Justice inline with section 20 of the OIA: Directory of Official Information.
Our Communications Policy sets out our approach to responding to Official Information Act requests.
Official Information Act requests can be directed to enquiries@nzsuperfund.co.nz
Date |
Details |
Requested by |
Document Links |
---|---|---|---|
2023/24 |
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7 March 2024 |
Correspondence with government agencies |
Private Individual |
OIA response regarding correspondence with government agencies |
1 March 2024 |
Human rights and related issues |
The Israel Institute of New Zealand |
|
15 December 2023 |
Investments in Israeli corporations |
Private Individual |
|
23 November 2023 |
Use of te reo Māori |
Te Pāti Māori |
|
16 November 2023 |
Oracle HCM review |
Foundry |
|
29 September 2023 |
New Zealand King Salmon |
Private Individual |
|
11 August 2023 |
Cost of rebranding Awanui |
Radio New Zealand |
|
2022/23 |
|||
3 March 2023 |
Investment in Evergrande |
Private Individual |
OIA #2146227 |
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 |
Appendix 1 – Internal emails |
9 August 2022 |
Metlifecare decision papers |
Private Individual |
|
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 |
|
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 |
|
23 March 2022 |
Organisations attending the IFSWF 2016 Annual Meeting |
Private Individual |
|
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 |
|
18 March 2022 |
Holdings in Russian equities |
Private Individual |
OIA #3380134 |
17 March 2022 |
Russian organisations attending the IFSWF 2016 Annual Meeting |
Private Individual |
|
|
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 |
|
|
Communications regarding the Investment Committee paper relating to the decision to divest from Israeli banks. |
The Israel Institute of New Zealand |
|
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 |
|
|
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 |
|
Sovereign and corporate bond holdings in Saudi Arabia, Turney, China, Russia, and Israel. |
Private individual |
|
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 |
|
23 April 2021 |
The process of divestment from five Israeli Banks. |
The Israel Institute of New Zealand |
|
15 April 2021 |
Investment Committee paper relating to the exclusion of certain entities from the Fund's portfolio. |
The Israel Institute of New Zealand |
|
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 |
|
14 April 2021 |
All correspondence from CEO Matt Whineray to do with the decision to exclude five Israeli banks. |
Private individual |
|
|
New Zealand residential property. |
Private individual |
|
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 |
|
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 |
|
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 |
|
2 July 2020 |
Information relating to the Guardians' investment strategies, including:
|
Private individual |
OIA #2960959 |
2019/20 |
|||
15 November 2019 |
Holdings in the company G4S, as far back as records permit. |
Private individual |
|
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 |
|
5 July 2019 |
Diversity in the workplace. |
Fairfax |
|
2018/19 |
|||
14 June 2019 |
Information on the Fund's investments that relate to Western Sahara and Western Sahara phosphate. |
Western Sahara Campaign NZ |
|
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 |
|
14 February 2019 |
Total amount of spending on advertising in the past five financial years. |
Fairfax |
|
30 October 2018 |
Investments in entities related to South Canterbury Finance |
Private individual |
|
10 October 2018 |
Investments in Israel |
Private individual |
|
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 |
|
24 July 2018 |
Auckland Light Rail |
Newshub |
|
24 July 2018 |
Kiwibuild |
Newshub |
|
12 July 2018 |
Investment in viticulture |
Office of the Leader of the Opposition |
|
11 July 2018 |
Internal processes employed when evaluating and presenting investment opportunities |
Private individual |
|
5 July 2018 |
Holdings in companies with business activities in Israel and the Occupied Palestinian Territories |
Private individual |
|
2017/18 |
|||
12 June 2018 |
Advice provided to the Minister for Canterbury Earthquake Recovery |
Private Individual |
|
12 June 2018 |
Communications between NZSF and CERA |
Hon Gerry Brownlee |
|
5 June 2018 |
Sexual Harassment Statistics |
Fairfax |
|
13 September 2017 |
Climate change risk mispricing |
Private Individual |
Appendix I (NB updated to include full Mercer document noted in original response as 'decision pending') |
2016/17 |
|||
26 July 2016 |
Post-it notes and artwork |
National Business Review |
|
21 September 2016 |
Advertising |
Fairfax |
|
23 September 2016 |
Board matters |
NZ Taxpayers' Union |
|
3 November 2016 |
Palm oil |
Green Party |
|
7 November 2016 |
Investment in fossil fuels |
Green Party |
|
25 November 2016 |
Impact of RI Framework on Fund Returns |
Private Individual |
|
28 November 2016 |
PGC Group |
Private Individual |
|
10 February 2017 |
Communication costs |
NZ Taxpayers' Union |
|
13 March 2017 |
Sharpe Ratios |
Private Individual |
|
22 March 2017 |
Comparing Fund Performance to NZX50 |
Private Individual |
|
22 March 2017 |
Investment in Ogin, Inc |
Private Individual |
|
30 March 2017 |
HR matters |
Private Individual |
|
3 April 2017 |
Investment in Fossil Fuels |
Fairfax |
|
2015/16 |
|||
23 October 2015 |
Oak Finance |
Private Individual |
|
21 October 2015 |
Exposure to and performance of Carbon Underground 200 investments |
Green Party |
|
9 October 2015 |
Expenditure on Sky TV |
Taxpayers' Union |
|
7 October 2015 |
Fund exclusion data |
Private Individual |
|
10 September 2015 |
Silver Fern Farms |
New Zealand First |
|
11 May 2016 |
NZ Post |
New Zealand First |
|
30 June 2016 |
Kiwibank |
Green Party |
|
2014/15 |
|||
28 April 2015 |
Copies of mining sector engagement framework and red list of companies, mining sector |
Green Party |
|
12 March 2015 |
Investment in Ogin, Inc |
Private Individual |
|
11 December 2014 |
Ethical Investment - Occupied West Bank and/or East Jerusalem |
Wellington Palestine Group |
|
12 November 2014 |
Climate change response / fossil fuel divestment |
Green Party |
|
29 August 2014 |
Israel Chemicals, G4S, Boeing & other arms manufacturers |
Private Individual |
|
23 July 2014 |
Investments in renewable energy, energy efficiency, biofuels and clean technology |
Green Party |
|
2013/14 |
|||
11 October 2013 |
Investments related to South Canterbury Finance |
Private individual |
|
12 December 2013 |
Investment in Ogin, Inc |
Private individual |