



The investment process which underpins TAHITO is effectively measuring ‘Aroha Connection’. We are measuring the transition of companies from the ‘substantive’, internally focused, very self-absorbed behaviours, to the ideal ‘Relational’, externally connected, collective behaviours. This requires ethically strong and committed governance with a clear drive toward sustainability to enhance financial returns. |
Māori ethics put people and the environment first |


ESG processes and procedures focus on
Environmental criteria look at how a company |
Social criteria examine how a company manages
Governance deals with a company’s ethics, values,
Essentially ESG measures indicate the level of risk |


To understand how ESG information improves
These channels are called; the cash-flow channel,
Cash-flow channel: High ESG-rated |
Idiosyncratic risk channel: High ESG-rated
Valuation channel: High ESG-rated companies |


ESG investing is a very broad field, with many
Values-based investing: where the investor seeks |
ESG integration: where the key objective is to
Impact investing: where investors want to use
Values-based investing is the primary investment |


ESG measures primarily indicate the level of risk
We use ethical screens in selecting investments,
The TAHITO process uses mostly positive screens |
The quantitative TAHITO scores (T Score) are
Māori ethics put people and the environment first |


Sustainability measurement is the quantitative
The UN Sustainable Development Goals (SDGs)
The 17 Goals are all interconnected, with a target
Corporate sustainability reporting is growing
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TAHITO favours a holistic socio-ecological,
The TAHITO system favours companies that:
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Impact investing is considered alongside the
A key feature of this definition is that impact
Intent: The investor articulates an intent to achieve |
investment and specifies who will benefit from
Contribution: The investor follows a credible
Measurement: The investor has a system of |


In our philosophy we state that Māori ethics put
The TAHITO process identifies companies with
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Concurrent with our TAHITO indigenous ethical screens we also screen for undesirable business activities.
They are:
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Most of these undesirable business activities are excluded during our TAHITO screening as they will generally have a low overall T score. |


TAHITO adheres to the United Nations-backed
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TAHITO has incorporated PRI into our funds |
EngagementTAHITO is an active portfolio manager. When we |
TAHITO may divest an investment quickly without
Company annual and extraordinary meetings |
Proxy VotingTAHITO will vote on behalf of fund investors. We |
senior analysts. All voting is recorded and
A record of all voting is available to clients on |
Ethical, Sustainable, Impact Investment
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TAHITO promotes ethical, sustainable and impact |
ReportingTAHITO communicates our ethical, sustainable, |
Information on these activities is also provided to |