Responsible investing is much more than just picking companies that claim to be green

Loading player...
In this podcast episode, we delve into the world of responsible investing and discuss Investec Wealth & Investment International’s newly launched ESG and Responsible Investing Guidebook. We explore how this free-to-download educational resource can help trustees, investors, and fund selectors navigate the complexities of integrating environmental, social, and governance (ESG) considerations into their investment strategies.

ESG is no longer a niche strategy; it has entered the mainstream as businesses and institutions are increasingly expected to be responsible stewards of the planet and its people. However, this shift comes with its challenges, especially when it comes to managing money and aligning investment returns with institutional values.

We asked Barry Shamley (pictured below), portfolio manager of the Investec BCI Dynamic Equity fund and co-manager of the Investec Global Sustainable Equity fund at Investec Investment Management to help us examine his approach of incorporating ESG into his investment strategies and what questions should be posed to issuers to enable long-term success and sustainability.

We also explore the trends shaping the future of ESG investing and the challenges faced by trustees, investors, and fund managers in adapting to this rapidly evolving landscape.
10 Sep 2024 English South Africa Investing

Other recent episodes

Portfolio construction is not about finding the next winner

Trying to pick the best fund or next winning manager is one of the misconceptions investors and advisers can bring to portfolio construction, according to Symmetry head of DFM Kim Rassou. In the September Markets and Mastermind DFM Discussion, Rassou tells Citywire South Africa editor Ruan Jooste why Symmetry starts…
4 Sep 33 min

FSCA enforcement chief on the misconduct putting advisers at risk

In the latest episode of Money Markets and Masterminds, Citywire South Africa editor Ruan Jooste sits down with Financial Sector Conduct Authority (FSCA) divisional executive for enforcement Gerhard van Deventer to unpack the regulator’s 2025/26 Regulatory Actions Report. They discuss what is driving record enforcement activity, where advisers risk crossing…
28 Aug 39 min

What should advisers really expect from a DFM?

As advisers gain access to better research, technology and investment tools, discretionary fund managers (DFMs) increasingly have to prove where they genuinely add value. In the latest DFM Discussion, The Robert Group head of investments, Devin Shutte joins Citywire South Africa editor Ruan Jooste to discuss manager selection, portfolio construction,…
26 Aug 25 min

Why the biggest regulatory shift in years is still to come

South Africa’s financial services industry is on the brink of its biggest regulatory overhaul in years, yet many advisers may still be underestimating what’s coming. In the latest episode of Money, Markets and Masterminds, FSCA divisional executive for regulatory policy Eugene du Toit unpacks the regulator’s new three-year regulation plan,…
30 Jul 38 min

The adviser’s outsourcing dilemma

Are advisers still investment managers, or have they become relationship managers in an increasingly outsourced world? In this month’s DFM Discussion on Money, Markets and Masterminds, Citywire South Africa editor Ruan Jooste sits down with Equilibrium managing director Florbela Yates to tackle one of the biggest structural shifts in financial…
28 Jul 28 min