ESG Lead

ESG Lead provides contextual strategic advice, policy guidance, implementation support and education on ESG and sustainable investment and business practices. We focus on retirement funds and their service providers, including asset managers, through consulting, workshops, strategy meetings, policy design, facilitation and wider support. Our flexible, tailored services and programmes aim at raising ESG and sustainability knowledge and skills and developing and upgrading policies, procedures and systems. They are adapted to the requirements of particular funds and organisations and solutions are sought within resources and in an incremental or proportional way as appropriate. Our programmes for 2023 are structured around a broad range of themes including – • Asset Managers and Retirement Funds as ESG Fiduciary Partners • Delivering Effective Stewardship through Engagement • Fiduciary Duties and Stewardship Responsibilities • ESG Investment Policy Design and Review • ESG Reporting Requirements and Frameworks - Best Practice • Fundamental Elements of ESG and sustainable Investing • Alternative Investments - Infrastructure and Impact • Climate Change Policy and Reporting frameworks • South African Transition to a Low Carbon Economy • Revisiting Organisational Governance • Overview of the ESG Universe • Aligning with the Sustainable Development Goals ESG Lead services include - • Sustainable investing and ESG TRAINING • FIDUCIARY responsibilities and REGULATORY compliance • Guidance in designing well-focused ESG STRATEGIES • Systems for implementing and monitoring ESG POLICIES • Suitable ESG INVESTMENT avenues, vehicles and instruments • Investment management AGREEMENTS • Tools for the selection and oversight of ASSET MANAGERS • Decision useful REPORTING and DISCLOSURE • Compliance assessments and due diligence