Learn the regulatory frameworks on integrating ESG into investments

Since 2007, PF130 has actually included sections on responsible investing and clearly states: “Funds should include a policy on socially responsible investments (SRI) in their investment policy statement.” The incorporation of ESG factors into the requirements of the new Reg 28 further pushes trustees to integrate responsible investing into their thinking on a higher and broader level than simply SRI. In addition to regulation, the Code for Responsible Investing in South Africa (CRISA) – launched in July 2011 – sets the stage for action and “gives guidance on how the institutional investor should execute investment analysis and investment activities and exercise rights so as to promote sound governance.”