Acknowledgements

Batseta Batseta is enormously proud to present the updated version of the Responsible Investment and active Ownership (RIO) Guide, a practical tool to support the retirement fund investment industry to integrate ESG into the investment process. Isacc Ramputa, Chairman, Batseta Batseta Statement The Responsible Investment and Ownership – A Guide for Pension Funds in South Africa […]

Is there a difference in RI implementation between a DB and DC scheme?

This Guide does not make a distinction between defined benefit (DB) and defined contributions (DC) funds. The fundamental rationale for RI does not depend on whether a fund provides a DB or DC benefist. Neither should it depend on whether the fund is guaranteed by the state. All funds should seek to use RI to […]

What is the difference between PRI and CRISA?

Both the UN-supported Principles for Responsible Investment (PRI) and the Code for Responsible Investment in South Africa (CRISA) offer a set of principles according to which investors are encouraged to make investment decisions and based on which they are encouraged to communicate with their clients and the public regarding these decisions. The PRI is an […]

What are the leading pension funds doing?

The conversation has in the past few years moved from the activity of ESG integration to a focus on the actual real-world results of that ESG integration. The reasons behind this shift include the increasingly obvious evidence of pressing socio-environmental issues, combined with their anticipated systemic impact on economies, business and investment.  As investors are […]

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The Responsible Investment and Ownership Guide. A tool for integrating ESG into the investment process Welcome to the RIO Toolkit This guide is designed to support the investment activities of pension funds and acts as a useful tool in developing the policies, procedures and protocols necessary to meet the regulatory obligations, including those set out […]

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The Responsible Investment and Ownership Guide. A tool for integrating ESG into the investment process Welcome to the RIO Toolkit This guide is designed to support the investment activities of pension funds and acts as a useful tool in developing the policies, procedures and protocols necessary to meet the regulatory obligations, including those set out […]

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The Responsible Investment and Ownership Guide. A tool for integrating ESG into the investment process Welcome to the RIO Toolkit This guide is designed to support the investment activities of pension funds and acts as a useful tool in developing the policies, procedures and protocols necessary to meet the regulatory obligations, including those set out […]

What are examples of E, S and G factors that influence Pension Investments

Although environmental, social and governance issues are often grouped under three separate headings, in reality they are closely connected and interdependent. Good governance provides the basis for managing environmental and social issues; and environmental problems can lead to social issues, and vice versa.   There is no universal standard list of ESG issues that must […]

How well established is the link between ESG and financial performance?

There is now convincing evidence that ESG factors can – and do – affect investment risks and returns across a range of asset classes. There is a large body of research and empirical evidence that illustrates this to be the case.  Importantly, ESG factors are likely to become more material to investment performance over a […]