material opportunity for investors. 3. Our clients are demanding action on climate change. – Institutions are targeting Net Zero – Retail investors demand Responsible Investments 4. Regulators and Standard
weight) Fund Style Analysis Performance-based Holding-based Transaction-based For today presentation, domestic equity funds are studied in 2 areas. Active Management Style Fund Similarity Market/Index
analysis and decision-making processes 2 We will be active owners and incorporate ESG issues into our ownership policies and practices. 3 We will seek appropriate disclosure on ESG issues by the entities in
Foster Active ESG Dialogue ........................................................................41 South Africa: Setting the Expectation for ESG Integration
conflicts of interest and prioritise advancing the best interest of clients. Principle 3: Make informed investment decisions and engage in active ongoing monitoring of investee companies. Principle 4: Apply
interest of our members. Principle 3: Oversee asset managers to make informed investment decisions and engage in active ongoing monitoring of investee companies. Investment decisions should take into account
investment decisions and engage in active ongoing monitoring of investee companies. 4. Apply enhanced monitoring of and engagement with the investee companies if monitoring pursuant to (3) is considered
stakeholders in corporate governance; The Principles encourage active co-operation between corporations and stakeholders and underline the importance of recognising the rights of stakeholders established by law
measure is also referred to as “tracking error” or “active risk”. More than two-thirds of the funds in the sample (198 out of 294) have adjusted R-squared value of at least 85%, suggesting that they are de
. of AMCs 24 23 No. of active mutual fund managers under AMCs 266