Responsible Investing

Researching and understanding Environmental, Social and Governance (ESG) issues, and motivating companies we invest in to manage these actively, enables us to potentially improve risk adjusted returns for our clients. Therefore, as long-term investors and stewards of our clients’ hard-earned savings, it’s our duty to include sustainable investment as a focus area in our investment process. As part of this process, our objective is to focus on how the companies we invest in manage ESG issues strategically for the long term.

As detailed in our Responsible Investing Policy and Procedures, we are a signatory to the United Nations’ Principles for Responsible Investment (UNPRI) and follow the Code for Responsible Investment South Africa (CRISA).