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How are donated funds managed?

Each Fund is monitored and accounted for individually however, to reduce risk and lessen administration costs, capital across all funds is combined and managed by Taranaki Foundation.

Taranaki Foundation’s investment portfolio is managed by Craigs Investment Partners, Forsyth Barr & Jarden with supervision from our Investment Management Committee. Several other investments sit with other fund managers, providers and in assets outside the Craigs portfolio. We are open to working with all Fund Managers in New Zealand.

We have a Statement of Investment Policy and Objectives (SIPO) that outlines our investment strategy.

If you have an existing relationship with an investment/fund manager you are welcome to continue using their services given they meet the appropriate fiduciary requirements. We are open to working with all advisors in our community.