ESG investing: is it really worth it?

Article written by Jason Choy, InvestNow Senior Portfolio Manager – 29th April 2025

For many investors, financial returns aren’t everything. Yes, they’re important, but not at any cost.

For example, how would you feel if your portfolio was up 20% this year – but then you learned those gains were tied to companies involved in the manufacture of controversial weapons, or with a history of high fossil fuel emissions? Suddenly, the numbers may not feel so rewarding.

Values-based […]

Market Volatility: Why Staying Invested is a Wise Strategy

Article written by Jason Choy, InvestNow Senior Portfolio Manager – 10th April 2025

Recent market turbulence – sparked by geopolitical tensions, shifting trade policies, and economic uncertainty – has left many investors uneasy. While volatility can be unsettling, it’s important to remember that market fluctuations are a normal part of investing. Even well-diversified, long-term portfolios experience short-term swings.

The key to navigating these periods isn’t reaction – it’s discipline. By focusing on time-tested investing principles, you can avoid costly emotional decisions and […]

Introducing Donna Mason, Country Head NZ

Late 2022 Apex Group acquired InvestNow, and in this month’s magazine we sat down with Donna Mason, Country Head for Apex Group here in New Zealand, asking for her perspective on women and investing.

Donna brings over 20 years of experience in the financial services sector, specialising in areas such as funds management, investment administration, strategy, governance, and growth.

As part of the Apex Group, InvestNow benefits from a unique blend of global reach and local […]

Investing Success: Why Men and Women Invest More Alike Than You Think

Article written by Jason Choy, InvestNow Senior Portfolio Manager – 28th March 2025

When it comes to investing, do men and women really approach it differently?

An InvestNow survey of 700 customers has revealed some key insights in the way men and women invest – and challenges some common stereotypes.

While conventional wisdom often highlights gender differences, our data tells a different story: male and female investors share far more similarities than differences.

That said, a few key distinctions emerged – particularly […]

Are You on Track for a Great Retirement? What Should You Check?

Welcome to the February 2025 Manager’s Perspective! Each month, InvestNow invites our investment managers to discuss our monthly theme. This month, we asked Nikko AM and Harbour Asset Management some questions to help you better understand their investment styles, strategies, and perspectives on Retirement Readiness. Read the questions and their responses below.

Kady Buchanan,
Senior Relationship Manager
Nikko Asset Management New Zealand Limited

[…]

Retirement Readiness Index highlights lack of good financial planning

Article written by Mike Heath, InvestNow General Manager – 21st February 2025

InvestNow’s first biannual Retirement Readiness Index has identified a distinct lack of confidence in retirement planning among New Zealanders, raising some concerns over the prevalence and quality of retirement planning.

Our goal was to gain insights into individuals’ financial preparedness for retirement, encompassing their retirement plans, confidence in their planning, investment strategies and anticipated retirement lifestyles.

In late 2024, we surveyed 801 InvestNow customers and 500 non-customers through an omnibus survey, […]

How to Perform an Annual Health Check on Your Investments This Holiday Season

Article written by Tom Ayling, InvestNow’s Head of Customer Services/Investor Services – 18 December 2024

As we come to the end of 2024, with some well-deserved rest and relaxation on the horizon, it’s a great time to review your financial goals for 2025 and beyond – essentially conducting an annual Health Check of your investments.

Here are the three things we suggest you do over the next couple of weeks.

Your Golden Years: How to Plan for a Happy Retirement

Welcome to the December 2024 Manager’s Perspective! Each month, where relevant, InvestNow will ask our investment managers some questions surrounding our theme of the month. This month we asked Mint and Pathfinder some questions to help you better understand their investment styles, strategies, and perspectives on Retirement Readiness. Read the questions and their responses below.

Matthew Hanchet
Head of Retail Distribution
Mint Asset Management Limited

[…]

InvestNow Reaches $2 Billion in Funds Under Management

Article written by Mike Heath, InvestNow General Manager – 13th December 2024

Wow, what a way to end 2024.

We’re thrilled to have capped our biggest growth year since the Covid pandemic by officially topping $2 billion held by our customers.

There are two groups of people I want to thank.

The first is our customers. There are more than 30,000 of you establishing and managing your portfolios in managed funds, term deposits and KiwiSaver.

We started in 2017 with a vision to become NZ’s leading […]