The purpose of integrating ESG factors into the investment process is to improve the analysis of all investments, promote improving standards of practice, and assist the investment process to mitigate any ESG risks to potential or existing loans or investments.
The application of ESG analysis and screening is defined by our clients’ expressed preferences. Where no preference is expressed, we exercise judgement and integrate ESG issues into the investment analysis and decision-making process with the view of mitigating overall portfolio risk. At all times the fund’s asset allocation or investment strategy must prevail to ensure that risk-adjusted returns are achieved. Principles of sound portfolio management should not be compromised in the RI or ESG screening process.
Futuregrowth endorses the Code for Responsible Investment in South Africa (CRISA) and is a signatory to the Principles for Responsible Investment (PRI).
We apply ESG screening, proxy voting, and active ownership and engagement as key components of our responsible investment strategy. An output of this process is our range of developmental investments.
"Consciously seeking to invest client funds in a responsible manner."