Author: Jean Strock
26 Mar What we mean by creating a richer life
Through our financial advice and portfolio management we help our clients to make money, but on its own money is just a ledger entry or a pile of notes and coins. It is how money enables us to live the life we want that counts. A richer...
11 Nov CFA Society New Zealand – Associate Membership
The Saturn business has made a commitment to professional standards and ethics in finance by applying for associate membership of the CFA Society New Zealand for all of its Advisers, Directors and administrators. In addition Saturn has two CFA Charterholders on staff, Operations Manager Byeongguk...
24 May Appointment of General Manager – media release
Managing Director of Saturn Portfolio Management, John McConnell is pleased to appoint Peter Dine to the newly created position of General Manager of Saturn’s financial advice business. Mr McConnell said that “Saturn Portfolio’s financial advice business had grown strongly following the acquisition of the local Van...
30 Nov 2016 Responsible Investment Association Conference, Auckland
By Jean Strock, AFA Several Saturn advisers attended the 2016 Responsible Investment Association Australasia (RIAA) conference, conveniently located opposite the Auckland office at the Hilton Hotel. The two key note speakers at this year’s conference were Simon Mackenzie the CEO of Vector Energy and Bronwyn King a...
30 Nov Ethical Investing: ” from the margins to the mainstream”
For many years ethical or responsible investment was synonymous with poor returns. Multiple studies now show that conforming to Environmental, Social and Governance (ESG) principles can have a positive impact on a company’s financial performance. How can ESG factors improve investment performance? ENVIRONMENTAL: attention to environmental protection...
20 Jul XX The High Cost Chromosome
by Jean Strock AFA On Friday 15 July, I attended XX The High Cost Chromosome, a forum hosted by the Retirement Policy and Research Centre at the University of Auckland Business School. The forum examined the financial and retirement issues facing women who over their lifetimes tend...