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"
A closer look at executive remuneration in the mining sector
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.
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...
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...
Can long-term investors afford to invest without considering ESG?
In conversation with Nshalati Hlungwane, a manager in the Institutional Clients team, ESG analyst Raine Adams and governance analyst Nicole Hamman separate t...
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...
ESG: The fundamentals vs the fads
The rise of environmental, social and governance (ESG) considerations in asset management has resulted in a proliferation of new product offerings,...
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...
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...
