About Us
Responsible investing

Responsible investing

We believe in our fiduciary duty to act in the best long-term interests of our clients. Environmental, social and governance issues can affect the performance of investment portfolios to varying degrees across companies, sectors, regions, asset classes and through time. We support the principles as stated by the Code for Responsible Investing in South Africa (CRISA), and are committed to identifying ways to incorporate responsible investing principles in our investment process and portfolio management functions. Read more about our approach to Responsible Investing and the Code for Responsible Investing in South Africa (CRISA).
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Proxy Voting
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Conflict of interest


We became a signatory to the United Nations Principles for Responsible Investment (PRI), because of our commitment to act in the best long-term interests of our investors. We have incorporated the principles for responsible investing into our investment decision-making process to the benefit of our investors. Visit the UNPRI website.

Proxy voting

We are committed to the principles of good corporate governance and to ensuring that the companies in which we invest adhere to the same principles. We determine whether the interests of our investors would be best served by avoiding positions in companies that are considered to be poorly governed, by becoming more actively involved in these companies through discussion with management, by making our views public, by exercising our proxy voting rights or through any other means in order to enhance shareholder value. We have an established proxy voting policy, which we customised to include ESG issues when exercising voting rights on behalf of our clients. We further enhanced our voting policy to include various aspects of corporate governance, shareholder activism and directors’ remuneration policies in accordance with the regulations of our corporate governance policy framework. Click on the link to access our Corporate Activity, Shareholder Activism and Corporate Governance Policy. All proxy votes will be disclosed to clients on request.

Conflicts of interest

As part of our commitment to ensuring that our clients are treated fairly, we have established a Conflicts of Interest Management Policy that sets out how we identify and manage actual and perceived conflicts of interest as they relate to the provision of investment management services. This is available from our Compliance Officer on request.

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