Trust Investments partners with FundRock

Ethical funds provider, Trust Investments Management has made some operational enhancements designed to modernise fund administration, deliver a more seamless investor experience, and support the continued growth of ethical investment options for investors across Aotearoa New Zealand.

The proposed transition sees FundRock assume the role of licensed manager and issuer of the TIML Funds. Trust Investments will retain its role as Investment Manager, ensuring continuity in its investment strategy and client engagement.

“This change reflects our commitment to delivering strong investment outcomes alongside a best in class investor experience,” said Matthew Goldsack, General Manager Investments at Trust Investments.

”The transition to FundRock and implementation on a modern, large scale fund administration platform strengthens us with greater efficiency, directly benefiting our investors through the continued delivery and innovation of well-managed, cost effective ethical investment solutions.”

Halie Hartigan, Portfolio Manager at Trust Investments said, “the changes enable us to build capacity to expand our funds business and broaden access to quality, values-aligned investments”.

This includes the recently announced enhancement of the ESG International Bond Fund strategy featuring global bonds specialist Nuveen.

The changes pave the way for future delivery of an online investor portal to improve transparency, accessibility, and reporting for investors.