21 years of responsible investing in South Africa: Key investment strategies and criteria

Journal of Economic and Financial Sciences

 
 
Field Value
 
Title 21 years of responsible investing in South Africa: Key investment strategies and criteria
 
Creator Viviers, Suzette
 
Subject responsible investing; screening; shareholder activism; impact investing; environmental criteria; social criteria; corporate governance criteria
Description The year 2013 marked the 21st anniversary of responsible investing (RI) in South Africa. No systematic analysis of the nature of RI strategies and criteria has, however, been conducted. Content analysis of the investment mandates of 73 RI funds has revealed that the majority of asset managers employ impact investing strategies which address social issues such as infrastructure development and economic empowerment. Semi-structured interviews with eight experts in the RI field have highlighted growing interest in impact investing and screening strategies. If RI in South Africa is to reach its full potential, then a broader range of investment strategies and criteria needs to be adopted. Asset managers can capitalise on gaps in the current RI offering by creating RI-orientated property funds, dedicated green funds, and funds which employ a best-in-sector screening strategy. A clear need for focused RI research, training and education in South Africa has furthermore been identified.
 
Publisher AOSIS
 
Contributor
Date 2014-10-31
 
Type info:eu-repo/semantics/article info:eu-repo/semantics/publishedVersion —
Format application/pdf
Identifier 10.4102/jef.v7i3.236
 
Source Journal of Economic and Financial Sciences; Vol 7, No 3 (2014); 737-774 2312-2803 1995-7076
 
Language eng
 
Relation
The following web links (URLs) may trigger a file download or direct you to an alternative webpage to gain access to a publication file format of the published article:

https://jefjournal.org.za/index.php/jef/article/view/236/309
 
Rights Copyright (c) 2014 Suzette Viviers https://creativecommons.org/licenses/by/4.0
ADVERTISEMENT