Trust Investment Management Limited (Trust Investments) are the specialist investment manager of the ethical funds within the Trust Management PIE Funds Scheme.

Trust Investments leverage their expertise alongside a select group of specialist investment firms to manage a portfolio of funds. Their goal is to deliver investment performance, while supporting environmental, social and governance objectives.

They partner with global asset managers and local specialists aligned with their values, adhering to their investment principles of Care for the Environment (Kaitiakitanga), Care for Equality (Kotahitanga) and Care for Community (Manaakitanga).

Their investment philosophy is grounded in three core principles:

• Performance First: They prioritise strong, risk-managed returns through disciplined portfolio construction, blending active and indexed strategies, leveraging global and local expertise, across private and listed markets.
• Values-Aligned Exclusions: They aim to exclude investments that conflict with their ethical standards and those of their clients, ensuring portfolios reflect shared values.
• Purposeful Stewardship: They actively engage with industry participants and bodies to drive positive change, using their influence to promote sustainability, accountability, and long-term value creation.

Further information on Trust Investments can be found at trustinvestments.co.nz