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Investment Approach

We have developed an investment approach that we believe will help us to achieve our vision. We aim to preserve capital and maximise the funding available for granting, with the flexibility to respond to opportunities as they arise.

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Foundation North has a globally diversified investment portfolio with considerable assets, or pūtea, that are held on behalf of the communities of Auckland and Northland.

Through impact investment, Foundation North aims to prudently leverage a portion of its investment portfolio to support its charitable mission - increasing equity, social inclusion and regenerative environments. The addition of impact investment in the Foundation’s investment portfolio widens the set of tools available to the Foundation for creating positive impact and complements the Foundation’s significant granting activity.

Foundation North has recently established an impact investment fund which will be externally managed. The Foundation has made an initial investment of $20 million into the Fund which will be our primary vehicle for undertaking impact investment. Foundation North remains open to considering direct impact investment opportunities, especially co-funding opportunities with other aligned investors.