Resources for your journey.
Webinar: Escaping the Matrix: Your Guide to Good, Returns
Are you looking to increase your return, reduce your risk and increase your impact?
Learn how you can aim higher in our webinar, called “Escaping the Matrix: Your Guide to Good, Returns”. Dr Rodger Spiller presented this as part of The Ethical Advisers’ Co-Op’s Ethical Investment Week - it’s all about how to free yourself from the box of investment, business and life as usual. In the webinar, Rodger explores a range of themes that will help you navigate ethical investing, make money and make a difference.
You’ll learn about
Activating hope, courage and authenticity
The conventional investing ‘box’ (and how to get out of it)
The language of ethical investing
How to spot greenwashing
Things to ask an adviser
Rodger will also take you through seven mistakes to avoid in your investment plan and portfolio.
If you’re ready to do well and do good, you won’t want to miss this essential opportunity to learn more.
To register to receive access to the webinar click here.
Reports and Interview: Who's leading and who's lagging behind when it comes to ethical leadership in New Zealand?
Determining which companies are leaders and laggards had been a passion of Rodger’s for decades. In December 2022 Jane Arnott published an excellent research report titled ‘Codes vs Commitment: An Assessment of the Codes of Ethics of the NZX50’.
We’re pleased to be able to offer you the full report for download. See who best demonstrates ethical integrity, and gain insight into what’s expected of companies who want to demonstrate ethical leadership. Gain surprising, eye-opening insights about investing ethically without greenwash. See who's leading and who's lagging behind when it comes to ethical leadership in New Zealand.
Gain access to:
The transcript of Rodger’s in-depth interview with Jane Arnott about the state of business ethics in New Zealand
A free download of Jane’s ‘Codes vs Commitments’ report
Jane & Rodger’s Ethical Leadership presentation to the NZX
You can listen to Rodger’s ‘Ledaers and Laggards’ interview with Jane Arnott on our podcast page.
By submitting your email, you consent to receiving updates from both Money Matters and Jane's mailing list.
Ethical Investment Video
Produced by the Ethical Investment Advisers’ Co-operative, this three minute video profiles the work of ethical advisers through the words of clients. The video features three Money Matters clients – many thanks to Yoshimi and Jon (who appear first in the video) and Mark (who appears second in the video).
Ethical Investment Guide
This PDF offers an introduction to the Ethical Investment Advisers’ Co-operative and provides some handy links for those wanting to learn more about various aspects of ethical investing.
Ethical Investment Interview with Rodger and the NZ Herald
The New Zealand Herald’s business podcast ‘Stock Takes’ features an interview with Rodger in their episode “How to see through financial greenwashing”. Together they discuss many of the big questions on people’s minds and look at how ethical investing has evolved in recent years.
Webinar: Wayfinding for Ethical Investment
Integrating Professor Chellie Spiller’s wayfinding research and Rodger’s ethical investment research, this webinar explores the ancient tradition of ‘wayfinding’ to help ethical investors navigate the uncharted territory of a changing world. The webinar was held in conjunction with the Ethical Investment Advisers’ Co-operative.
Webinar: The role of the Independent Ethical Financial Adviser
In this webinar by Mindful Money, Rodger is interviewed about the evolution of ethical investing in New Zealand, the role of a financial adviser, different types of ethical investing, and the evidence showing the good financial returns that come with choosing ethical investment.
Explore Rodger’s highly accomplished work in the investment industry.
The following guides, articles, and book chapters are available from Money Matters on request.
The Essential Guide to Financial Planning in New Zealand
This comprehensive guide explains personal investment and financial planning. It includes Rodger’s seminar slides and detailed notes. Written by Rodger and published by CCH in 2000, it has been described as an invaluable resource.
Article: Ethical Business and Investment
Written by Rodger, this article summarises his PhD. It explores the answers to two key questions; is it possible for business and investors to do well while doing good; and if so, how can this be achieved? This article continues to be widely read and cited.
Article: Wayfinding and Ethical Investment
Ethical investment advisers and their clients are wayfinders. In this article, Rodger shows how ethical investors are transforming the finance system and financing the transformation needed for a sustainable future.
Book Chapter: Responsible Investing, ‘Carbon Neutral 2020’
Published in 2007, Rodger’s chapter for the book ‘Carbon Neutral 2020’ sets out a vision for ethical investment, profiles the high costs of irresponsible business, explains how responsible businesses do well and discusses in detail how to invest ethically and responsibly.
Book Chapter: Responsible Investment and Authentic Leadership
Rodger’s chapter in Chellie’s 2013 book, ‘Authentic Leadership’, introduces the perspective of responsible investors to test the idea of authentic leadership, and provides a definition of what authentic leadership might look like from a responsible investment point of view.
Book Chapters: Ethical Investment
Rodger wrote the first four chapters for the Australasian book, ‘Ethical Investment’ (Knowles, R., 1997). Described as the “seminal book on the topic” and “essential reading”, this book was written in the early days of the Australasian ethical investment industry. Rodger’s chapters are titled ‘The Death of the “Greed is Good” Era’, ‘Moving Towards a New Corporate Approach’, ‘Answering the Critics’, and ‘Does Ethical Investment Pay?’.
“When a couple are approaching retirement age, and have done very little in the way of formal financial planning, it’s pretty daunting to know where to start. We’re truly grateful that, of the three advisors we considered, Rodger Spiller of Money Matters was the first we spoke with. We literally didn’t need to look any further. Rodger’s down to earth, friendly manner made us relax immediately. He explained everything in just the right amount of detail, making sure we understood exactly what we needed to know. As one of his clients we feel we’re in excellent company, with a strategy that gives us peace of mind, and allows us to plan for a happy retirement.”
– Yvonne and Mike
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