Ngāti Apa ki te Rā Tō Investments are responsible for getting the best return from our assets in accordance with the mandate given to it by the Trust. This mandate requires an approach to investment based on:
It is going to take some time to establish the systems, processes, and capabilities that must be in place before we are ready to take a “hands-on” approach to investment.
In the interim, the director’s consider that the best results are likely to be achieved by placing the settlement funds with specialist external investments managers. After a comprehensive process they have recently selected ANZ and Harbour Asset Management to perform this role. This is called a “passive” approach, because Ngāti Apa Investments will not be directly responsible for deciding what investments to make.
However, the directors will oversee the investment managers (to ensure their performance meets expectations) while focusing their energies on developing a sustainable and robust longer-term approach with a greater focus on “direct investment” over time – this is where Ngāti Apa ki te Rā Tō Investments can add value.
Our longer-term investment approach will be captured in an investment framework, and will include:
Over the next twelve months Ngāti Apa ki te Rā Tō Investments will be focusing on: