Insights categories - ESG

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"

Insights categories - ESG

Unveiling the layers of executive remuneration in mining companies

By Nicole Hamman on 08 Aug 2024

Reading time: 12 mins

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.

Insights categories - ESG

Advocating for shareholder rights since 1973

By Duncan Artus on 31 Jul 2024

Reading time: 8 mins

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...

Insights categories - ESG

Glencore: The investment case for an ESG improver

By Raine Adams on 26 Jul 2024

Reading time: 7 mins

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...

Insights categories - ESG

Understanding the impact of the Companies Amendment Bill on shareholder rights

By Nicole Hamman on 26 Jul 2024

Reading time: 10 mins

Since our inception in 1973, we have been privileged to witness the evolution of shareholder rights associated with JSE-listed companies. These rights have...

Insights categories - ESG

Navigating valuations and values since 1973

By Raine Adams and Nicole Hamman on 16 Nov 2023

Reading time: 15 mins

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...

Insights categories - ESG

Can long-term investors afford to invest without considering ESG?

By Nshalati Hlungwane on 12 Jul 2023

Listening time: 50 mins

In conversation with Nshalati Hlungwane, a manager in the Institutional Clients team, ESG analyst Raine Adams and governance analyst Nicole Hamman separate t...

Insights categories - ESG

ESG commitments 2022-2025: Tracking our progress

By Raine Adams on 14 Jun 2023

Reading time: 10 mins

While we often speak about the value of engaging with the companies we invest in on behalf of our clients in private, we also recognise the need for public...

Insights categories - ESG

Taking stock of our stewardship efforts

By Duncan Artus on 06 Jun 2023

Reading time: 6 mins

At Allan Gray, we aim to be a great asset manager that integrates ESG well in our approach and decision-making, rather than an ESG-focused company that manag...

Insights categories - ESG

Governance update: It pays off to focus on executive remuneration

By Nicole Hamman on 10 Aug 2022

Reading time: 14 mins

The landscape of executive remuneration continues to evolve and, as a result, we have refined our remuneration framework by developing a qualitative scorecar...

Insights categories - ESG

Our approach to responsible investing

By Raine Adams on 28 Jul 2022

Reading time: 7 mins

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...

Insights categories - ESG

ESG: The fundamentals vs the fads

By Raine Adams on 29 Apr 2022

Reading time: 9 mins

The rise of environmental, social and governance (ESG) considerations in asset management has resulted in a proliferation of new product offerings,...

Insights categories - ESG

What price are we paying for the Russia-Ukraine conflict?

By Horacia Naidoo-McCarthy on 11 Apr 2022

Reading time: 6 mins

As investors brace themselves for the impact of higher prices on their portfolios, Horacia Naidoo-McCarthy discusses how the prevailing environment may impac...

Insights categories - ESG

Why do the Sustainable Development Goals matter in investing?

By Vuyo Nogantshi on 11 Nov 2021

Reading time: 9 mins

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...

Insights categories - ESG

Carbon pricing: What is it and why does it matter?

By Vuyo Nogantshi on 10 Sep 2021

Reading time: 7 mins

The Paris Agreement sets out a global framework to avoid dangerous climate change by limiting global warming to well below 2°C and pursuing efforts to limit ...

Insights categories - ESG

Net zero: What is it and where are we on the path?

By Vuyo Nogantshi on 13 Aug 2021

Reading time: 8 mins

In light of clear warnings from climate scientists around the potentially catastrophic impact of climate change, a growing number of governments and companie...

Insights categories - ESG

Our latest Stewardship and Business Sustainability Reports

By Raine Adams on 15 Jun 2021

Reading time: 7 mins

Companies have positive and negative environmental, social and governance (ESG) impacts and forming a holistic view based on these is far more complicated, a...

Insights categories - ESG

Executive remuneration in times of uncertainty

By Vuyo Mroxiso on 13 Apr 2021

Reading time: 9 mins

We believe that a company’s remuneration policy should aim to attract, reward and retain competent executives, while incentivising alignment between these...

Insights categories - ESG

Stewardship and Business Sustainability Reports

By Andrew Lapping on 31 Mar 2020

Reading time: 1 min

This is the fifth year that we have published our Stewardship Report, which outlines how we integrate environmental, social and governance (ESG) issues into...

Insights categories - ESG

Executive remuneration: Skin in the game

By Pieter Koornhof on 17 Oct 2018

Reading time: 9 mins

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...

Insights categories - ESG

Steinhoff class action

By Rob Formby on 28 Sep 2018

Reading time: 1 min

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 ...

Insights categories - ESG

How to be a responsible investor

By Raine Adams on 19 Apr 2018

Reading time: 7 mins

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...

Insights categories - ESG

Allan Gray welcomes new Group Five board

By Leonard Krüger on 24 Jul 2017

Reading time: 1 min

Allan Gray welcomes the results of today’s Group Five shareholders’ meeting, where eight individuals were elected to serve on Group Five’s board as...

Insights categories - ESG

Allan Gray condemns Net1 CEO severance payment

By Andrew Lapping on 31 May 2017

Reading time: 1 min

Allan Gray notes with outrage the financial settlement claimed by Serge Belamant upon his retirement as CEO of Net1.  We are very surprised that Mr Belamant...

Insights categories - ESG

Net1: Do the right thing

By Andrew Lapping on 17 Mar 2017

Reading time: 3 mins

We are very concerned about the situation surrounding Net1 – both the immediate need to ensure that 17 million beneficiaries receive their payments on time a...

Insights categories - ESG

Clarifying our position on Net1

By Rob Dower on 09 Mar 2017

Reading time: 6 mins

There has been a lot of press coverage on Net1, the parent company of the current social grants payment provider Cash Paymaster Services (CPS), much of which...

Insights categories - ESG

Ownership responsibilities: Focus on remuneration policy

By on 27 Jul 2016

Reading time: 1 min

As we discuss in detail in our Policy on ownership responsibilities, we believe that a company’s remuneration policy should aim to attract and retain compete...

Insights categories - ESG

Actively adding value

By Grant Pitt and Pieter Koornhof on 31 Mar 2016

Reading time: 8 mins

The trend towards passive management – where investment managers track market indices rather than pick individual stocks – has caused some to question the...

Insights categories - ESG

Purpose before profit

By Allan Gray on 30 Jun 2014

Reading time: 13 mins

While a corporate philosophy of first trying to make a positive difference to others may seem inconsistent with running a profitable and successful firm,...

Insights categories - ESG

Responsible Investing 2012

By Ian Liddle and Mahesh Cooper on 30 Sep 2012

Reading time: 26 mins

The Code for Responsible Investing in South Africa ('CRISA') was introduced in 2011 as an industry-wide initiative. Allan Gray supports CRISA's principles an...

Insights categories - ESG

Tobacco economics

By Ruan Stander on 30 Jun 2012

Reading time: 8 mins

Most industries have a single factor that helps investors to understand them better. Unfortunately for investors looking for easy wins, it does not necessari...

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