Global consensus has emerged that actively considering ESG is in line with fiduciary responsibility. According to the UNEPFI report Fiduciary Duty in the 21st Century
If you are a South African pension fund, the answer is Yes. Regulation 28 of the South African Pension Funds Act No. 24 of 1956,
There is now convincing evidence that ESG factors can – and do – affect investment risks and returns across a range of asset classes. There
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
With so many ESG products and options available from service providers, where do I start? Investment instruments focused on impact investing offer exciting prospects from
Asset owners should have the same fundamental perspective on engagement regardless of whether an active or passive strategy is in question. Even though passive investments
RI and ESG integration does not need to be complicated. Trustees also do not need to become experts on ESG matters or ESG investment strategies.
No. Exposure to a small listed universe does not prevent responsible investment. Negative screening and exclusion are only a sub-set of the available tools for
South Africa has a highly fragmented pension fund sector and more than 3,000 funds have an AUM of less than R1billion (approx. USD 80m). This
No. RI is still sometimes confused with developmental investment in national priorities such as infrastructure, social housing and job creation. Responsible investment strategies might
You are not alone. It is useful to understand that different terms have evolved in different contexts to help explain the same set of practices.
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