ESG

Investing responsibly for a sustainable future through education and community engagement.

Our ESG Framework

Environmental, Social, and Governance factors are integral to our investment philosophy. We believe that sustainable investing delivers better long-term outcomes for our clients and society.
Environmental

Committed to sustainable investment practices that minimize environmental impact and support the transition to a low-carbon economy.


Key Initiatives
  • Integration of climate risk in investment decisions
  • Support for renewable energy and clean technology
  • Carbon footprint monitoring and reduction
  • Engagement with companies on environmental practices
Social

Investing in companies that promote fair labor practices, diversity, and positive community impact.


Key Initiatives
  • Support for workplace diversity and inclusion
  • Investment in community development
  • Focus on employee welfare and rights
  • Promotion of gender equality in leadership
Governance

Ensuring the highest standards of corporate governance, transparency, and ethical business practices.


Key Initiatives
  • Active shareholder engagement and proxy voting
  • Board diversity and independence requirements
  • Anti-corruption and ethical compliance
  • Transparent reporting and accountability

100%

Portfolio ESG screening

50+

Active engagements annually

100%

Proxy voting participation

Our ESG Success Stories

Case studies on responsible investment stewardship

Listed Property Sector – Renewable Energy Adoption


Renewable Energy Adoption /

Listed Property

We engaged with several property companies to understand their renewable energy strategies, the pace of solar panel installations across their portfolios and how these investments support operational resilience, cost savings and emissions reduction.

Outcome

The companies demonstrated a strong commitment to expanding on-site renewable energy generation, with solar installations becoming an integral part of their capital allocation and sustainability strategies.

Mining Sector – Water Stewardship and Climate Strategy


Water Stewardship and Climate Strategy /

Mining

We sought clarity on the company's strategy to address water shortages in its operating regions, particularly through initiatives that benefit both its operations and local communities.

Outcome

The company has implemented a comprehensive water strategy focused on reducing operational water consumption, improving efficiency and supporting community water security through initiatives such as borehole refurbishment and regional water supply schemes.

Healthcare Sector – Strengthening Executive Remuneration Alignment


Strengthening Executive Remuneration Alignment /

Healthcare

Over a number of years, we engaged extensively with the company and its Remuneration Committee to discuss the design of the remuneration policy, the alignment of performance measures with long-term shareholder value, and opportunities to strengthen governance and transparency.

Outcome

The company demonstrated a willingness to listen and respond to shareholder concerns by incorporating several of our recommendations into successive revisions of its remuneration policy.

Mining Sector – Improving Mine Safety


Improving Mine Safety /

Mining

We engaged extensively with the company to better understand the root causes of safety incidents, the effectiveness of its safety management systems, and the measures being implemented to strengthen its safety culture.

Outcome

The company has reported improvements in its safety performance, including a reduction in long-term injuries and stronger overall safety metrics.

Social Responsibility

Giving back to the communities we serve is at the heart of our mission. We're dedicated to creating positive social impact beyond investment returns.
Community Investment

We allocate 1% of our annual profits to community development projects focused on education, healthcare, and economic empowerment.


After-school tutoring programmes in disadvantaged areas

Support for local healthcare clinics and mobile health units

Small business development and entrepreneurship training

Youth sports and recreation facilities

Environmental Stewardship

Our commitment to reducing our environmental footprint and supporting conservation efforts.


Carbon-neutral office operations

Partnership with reforestation initiatives

Support for marine conservation projects

Waste reduction and recycling programmes

Volunteerism

We encourage and facilitate employee volunteering through paid volunteer days and organized initiatives.


5 paid volunteer days per employee annually

Annual company-wide community service day

Skills-based volunteering (financial literacy, mentorship)

Employee-driven charitable giving matching

R2.5M

Community Investment (2024)

1,200

Volunteer Hours

35

Partner Organizations

8,000+

Lives Impacted