Monitoring investment risk in KiwiSaver schemes

This Guidance Note is designed to assist Trustees of retail non-restricted KiwiSaver schemes (Trustees), in performing their functions effectively.

It outlines FMA’s expectations of the monitoring activities that Trustees need to carry out in order to satisfy themselves that KiwiSaver managers (Managers) are complying with their relevant obligations, and appropriately and effectively managing investment risk.

Download the Monitoring investment risk in KiwiSaver schemes guidance Note, PDF