ESG
We aim to earn superior long-term returns through investment decisions that are founded on diligent fundamental research and a disciplined investment process. A key part of this is incorporating environmental, social and governance (ESG) considerations into all stages of our investment process. Here we discuss how this is done.
Articles in "ESG"
Unveiling the layers of executive remuneration in mining companies
As active managers who seek to understand businesses, we take a keen interest in how companies are governed and the impact they have on society.
Advocating for shareholder rights since 1973
Operating for five decades is a significant milestone for any business and it has provided us with a meaningful opportunity to reflect on the history of our...
Glencore: The investment case for an ESG improver
In 2018, the US Department of Justice (DOJ) announced an investigation into Glencore for a violation of the US Foreign Corrupt Practices Act (FCPA), primaril...
Understanding the impact of the Companies Amendment Bill on shareholder rights
Since our inception in 1973, we have been privileged to witness the evolution of shareholder rights associated with JSE-listed companies. These rights have...
Stewardship Report 2023: (Part 4) How we reach our voting recommendations
Shareholder voting on company resolutions can be a valuable tool for shareholders to attempt to influence positive change at a company.
Stewardship Report 2023: (Part 3) A snapshot of our ESG engagements
Below is a summary of the company engagements we held in 2022 and 2023 and the issues that we raised.
Stewardship Report 2023: (Part 2) ESG considerations in the Botswana portfolios – A case study
In the case study that follows, we highlight our interactions with Sefalana Holding Company Limited, regarding executive remuneration alignment with...
Stewardship Report 2023: (Part 1) Our approach to responsible investing
Sustainability, which includes good corporate governance, is embedded in how we invest on behalf of our clients, operate our business and interact with...
Stewardship Report 2023: Introductory comments from our portfolio manager
Global events over the last three years have illustrated how unpredictable the world can be. Rather than fearing uncertainty, we embrace it, as uncertainty...
Navigating valuations and values since 1973
ESG analysts Raine Adams and Nicole Hamman describe what responsible investing means to us, and demonstrate how we use a strategy of environmental, social an...
Our approach to responsible investing
We are navigating an increasingly complex world in the wake of the pandemic and in the shadow of the Russia-Ukraine war. This brings to the forefront the...
What price are we paying for the Russia-Ukraine conflict?
As investors brace themselves for the impact of higher prices on their portfolios, Horacia Naidoo-McCarthy discusses how the prevailing environment may impac...
Why do the Sustainable Development Goals matter in investing?
In September 2015, the 193 member states of the United Nations unanimously adopted the 17 Sustainable Development Goals and the UN’s 169 targets to achieve...
Protecting shareholder value: The importance of good corporate governance
Recent incidents of corporate governance failures across the region highlight the need for stronger shareholder activism and a greater focus on strengthening...
Executive remuneration in times of uncertainty
We believe that a company’s remuneration policy should aim to attract, reward and retain competent executives, while incentivising alignment between these...
Stewardship and Business Sustainability Reports
This is the fifth year that we have published our Stewardship Report, which outlines how we integrate environmental, social and governance (ESG) issues into...
Executive remuneration: Skin in the game
At Allan Gray, we think carefully about the executive remuneration policies of companies in which we invest our clients’ capital. Why is this a worthwhile...
Steinhoff class action
Allan Gray, along with other South African institutions, is participating in a class action case being run in the Netherlands by Dutch law firm BarentsKrans ...
How to be a responsible investor
Responsible investing has become a front-page issue in the last year as companies, investors and asset managers have had to respond to a number of ethical an...
