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Barry Coates Founder and CEO of Mindful Money talks with Andrew Lance, Chief Investment Officer for Simplicity, a nonprofit KiwiSaver fund.
They discuss why they have chosen the passive fund approach, and how that relates to ethical investment as well as how Simplicity managed to influence huge passive funds like Vanguard to offer the ethical exclusions that fit with Simplicity’s approach.
By Mindful MoneyBarry Coates Founder and CEO of Mindful Money talks with Andrew Lance, Chief Investment Officer for Simplicity, a nonprofit KiwiSaver fund.
They discuss why they have chosen the passive fund approach, and how that relates to ethical investment as well as how Simplicity managed to influence huge passive funds like Vanguard to offer the ethical exclusions that fit with Simplicity’s approach.