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.
Responsible Investing is a balancing act. Investors have to balance positive ambitions for a better world with the practical implications of implementing their long term investment strategy in search of superior returns. There is no question that everybody wants to make the world a better place, but in the same world investors still require real and competitive returns in order to meet their liabilities and performance objectives.
We firmly believe that there is monetary value in Responsible Investment if you follow a step by step approach to incorporate such thinking into your investment process. We believe that by incorporating ESG factors into the analysis of investment managers can result not only in outperformance of the market, but also providing superior risk adjusted performance.
We’ve already done so successfully for our institutional clients and their top performing track records are proof that responsible and sustainable investing is part of a winning strategy. Our next journey is to do so for our private clients as the only difference is that they have to invest in off the shelf products whereas for our institutional clients we can tailormake such solutions. It’s great to add value in terms of performance and doing good at the same time.
Let’s discuss how you can ensure superior yet sustainable returns.
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.