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 in Regulation 28 of the Pension Fund Act.

 

The 'Why', the 'What' and the 'How'

Common Questions

WHY do we need to do this?

The Tool

HOW can we implement this?

Deep Dive

WHAT outcomes can we expect?

Introductory paragraph required

If you are new to this topic, then start here. 

You will answers to  series of commonly asked questions about ESG and Responsible Investment

 

How can we implement this? 

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What outcomes can we expect? 

Extensive and detailed on ESG topics and ESG investment strategies considers the context of Responsible Investing in terms of the real-world outcomes and impacts we are looking to achieve)

 

Using this tool will help you learn more about

  • Using ESG insights to help manage investment risks and returns, particularly over the long-term
  • Directly or through your fund manager, understand how to engage with investee companies on ESG issues of particular concern
  • Exercising the voting rights conferred by share ownership
  • Formalising these points through appropriate policies and service provider agreements
  • Collaborating with others to develop, share and promote best practice
  • Collaborating with others to engage with business and/or policy makers on strategic (macro) issues
  • Incorporating ESG thinking into strategic portfolio allocation
  • Building longer-term incentives into investment management agreements
  • Thematic investment in sectors such as infrastructure, sustainable energy etc.
  • The tool will also help you comply with the requirements of Regulation 28 and the FSCA Guidance Notice.

What do we mean by ESG integrated investment?

The integration of environmental, social and corporate governance (ESG) considerations (and other relevant long-term economic risks and opportunities) into investment management processes and ownership practices in the belief that these factors can have an impact on financial performance.

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On which guidelines is the tool based?

This tool is anchored in both national and international regulation and guidance. It covers the requirements in Regulation 28 and the FSCA Guidance Note and it has also fully incorporated the more detailed guidance provided under the Code for Responsible Investment (CRISA) which is further reinforced and complimented by the King (IV) Report on Corporate Governance for SA, 2016 and its Supplement for Retirement Funds. The tool has also drawn significantly on international practice and lessons of experience available from the global investor network Principles for Responsible Investing (PRI).

How to use this guide

Most frequent questions and answers

Can I edit the files ?

There is no single agreed definition, but generally, Sustainable, Responsible and ESG integrated investment (terms that generally can be used interchangeably) is commonly understood to mean: 

The integration of environmental, social and corporate governance (ESG) considerations (and other relevant long-term economic risks and opportunities) into investment management processes and ownership practices in the belief that these factors can have an impact on  financial performance.

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Contrary to popular belief, Lorem Ipsum is not simply random text. It has roots in a piece of classical Latin literature from 45 BC, making it over 2000 years old. Richard McClintock, a Latin professor at Hampden-Sydney College in Virginia, looked up one of the more obscure Latin words, consectetur