Second investment consulting firm in South Africa.
We are the second investment consulting firm in South Africa to become a signatory to the United Nations backed Principles for Responsible Investment (UNPRI). Signatories promise to uphold the six principles that require them to act with the highest integrity and highest effort on Environmental, Social and Governance (ESG) issues and also to expect the same from service providers to their clients. We thereby forms part of a global network of investment peers who participate in online or live in-person events, forums and initiatives focused at integrating ESG issues into investment decision-making. We also support the Code for Responsible Investing in South Africa (CRISA) with the same vigor. CRISA is in line with UNPRI, but specifically aimed at the South African investment community.
Doing the right things for the right reasons.
There are various ways that you can benefit from our extensive Responsible Investing (RI) research.
We can assist you to:
- Understand RI.
- Make RI practical for Trustees.
- Start investing in RI products.
- Implement an RI Policy.
- Become a PRI signatory.
- Join our RI Committee meetings.
- Join our pioneering efforts to transform the investment industry.
Let’s discuss how you can ensure superior yet sustainable returns.
Create sustainable wealth.
We have established a formal Responsible Investing (RI) Committee focusing on Regulation 28, CRISA, proxy voting, corporate governance, conflicts of interest, infrastructure, renewable energy and other ESG issues. We regularly invite experts from the investment and other industries, to share their view and approach to Responsible Investing. It is about building a network of experts that challenge the status quo with the aim to actively transform the investment industry to support and exercise ethical business practices that will create sustainable wealth.
Rigorously engage and pioneer opportunities.
We cover more than 50 Responsible Investment Products as per our ongoing research process and have shortlisted specific investment opportunities on which we focus our efforts.
We produce 4 RI surveys on a monthly basis, analyse the proxy voting results from investment managers, prepare Transaction Cost Analysis (TCA) reports and assists in external a research studies on request.
We attend industry conferences and have also served as panelists at these conferences. We conduct onsite visits to investment opportunities and projects and have hosted collaborations with many industry experts. Our approach is to rigorously engage with responsible investors to pioneer and find opportunities that provide superior yet sustainable investment returns.