AfricaSIF.org Trends 2012 Report
- What is the size and trends of the sustainable investment marketplace in Africa?
- All-volunteer project team and project partners collaborate to first-ever pan-African research report
1. AfricaSIF.org Marketplace Trends 2012 Report #africasiforgtrends2012
Africa report covering state of sustainable investment due end-October for December release
maximum 30 pages + appendixes
definitions and survey methodology in line with global SIFs
asset size broken down by strategy, investor type, and by country
complete the survey now CLICK > www.africasif.org/trends-2012-survey.php
2. Global Sustainable Investment Trends Marketplace Report 2012 #globaltrends2012
Africa region coverage for global SIFs report due October for December release
maximum 2 pages summary, using global SIf methodology
See also AfricaSIF.org KNOWLEDGEBASE for reports on:
Sub-Saharan Africa (IFC + SinCo, July 2011)
North Africa (IFC + BSR Europe, January 2010)
Report will provide a global figure of sustainable investment assets in Africa.
Assets will be measured as of 31 December 2011
Report will cover both secondary and primary research using survey technique and available data from investors, stock exchanges, regulators and/or services providers in Africa. The report will use the recent research in Sub-Saharan Africa (IFC + SinCo, July 2010) and North Africa (IFC + BSR Europe + Hawkamah Institute, January 2011).
Report will firstly cover assets Africa assets managed from Africa, secondly assets managed from outside Africa.
Maximum 30 pages plus appendices; PDF publication; limited release hardcopy printing with media release.
The report will answer the question: how much sustainable investment is in Africa today, and what does it look like? The report is designed to offer a marketplace survey of the institutional investment industry in Africa focused on investments that in some way cover environmental, social and governance factors. The activities of portfolio investors, fund management industry, stock exchanges and other stakeholders will be covered where relevant to describing the marketplace. We seek to offer participants learnings on what is/is not being done in Africa, and the ongoing risks and opportunities in the context of economic development in Africa.
AfricaSIF.org will use "Sustainable Investment" as the term in the report and define it as: "an approach to investment in any asset class in Africa where environmental, social and governance (ESG) factors are proactively integrated at any stage of the investment life cycle."
- Sustainability-themed investing (e.g. climate change, water, agriculture, and renewable energy funds)
- Impact Investing
- Corporate Engagement and Shareholder Action
What Gets Counted
While we will separate out ESG-branded products in the final report and present a discussion on retail-level ESG, we will not use motivation of institutional investors (whether values-based or value-based) to count or not count assets. PRI signatories will be looked at to cross-reference our data or to identify organizations that need to be surveyed. We will not wholesale include these assets. The report will describe:
- Assets broken down by strategy
- Assets by investor type
- Assets by country
We value all our partners and/or sponsors helping the all-volunteer team to deliver an excellent report. The Project Team operates in the Project Workspace and is currently made up of:
Project Partners Team
Mark van Wyk, Mergence Investment Managers
Adri Joubert & Ryan Anderson, Frost & Sullivan
Jon Duncan, Old Mutual Investment Group South Africa (OMIGSA)
Barbara Evans, Bloomberg ESG
Therese Niklasson, Investec Asset Management (IAM)
Adrian Bertrand & Belaina Negash, Government Employees Pension Fund (GEPF)
Martina Macpherson MSCI ESG
Gareth Allison, MSCI Africa
Jako Volschenk, University of Stellenbosch Business School (USB)
AfricaSIF.org Project Team
Deon Smith, RisCura & AfricaSIF.org [Project Manager]
Asmaa El Bacha Blanc, AfricaSIF.org
Olivia Muiru, B.Lab & AfricaSIF.org
Pamela Leste De Perindorge, AfricaSIF.org
Avril Harvey, University of Cape Town Graduate School of Business MBA Candidate 2012
Graham Sinclair, SinCo & AfricaSIF.org
Keith Comline, Comline Attorneys & University of Cape Town Graduate School of Business MBA Candidate 2013
Adekanmi Lawson, AfricaSIF.org & Edward Nathan & Sonnenbergs (ENS)
Ian Meaker, AfricaSIF.org & Future Champs
Buyiswa Nodada, Independent Actuaries & Consultants & AfricaSIF.org
Greg Barker, Sustainable Capital & AfricaSIF.org
Miles Mudzviti, AfricaSIF.org
Sam Obamiyi, Craven Cottage Partners
See BIOs at AfricaSIF.org Trends Report Project Team Biographies or http://www.africasif.org/trends-team-bios.php
Framework - Design
Framework - Peer Review
Report Launch Events (Africa / Global)
IFC-funded reports on sustainable investment, IFC+BSR Europe MENA report (Jan 2010) and IFC+SinCo Sub-Saharan Africa report (July 2011) - see AfricaSIF.org KNOWLEDGEBASE
SIF marketplace trends reports in
USA - http://ussif.org/resources/research/
Canada - http://www.socialinvestment.ca/publications.htm
Europe - http://www.eurosif.org/research/eurosif-sri-study/
Asia - http://www.asria.org/publications
RECENT MARKET REPORTS
US SIF Foundation Launches Research for 2012 Report on Sustainable and Responsible Investing Trends in the United States, WASHINGTON, D.C., May 29, 2012 ‘Trends Report’ Tracks Influence of Sustainable Investing Strategies in the United States, Set for November Release
SIO publishes the 2010 Canadian Socially Responsible Investment Review, 5 May 2011
The UK Sustainable Investment and Finance Association and Thomson Reuters announced the results of the 10th annual Thomson Reuters Extel/UKSIF Socially Responsible Investing & Sustainability Survey. The 2012 Survey represents the views of over 500 investment professionals from 27 countries.
Global collaboration on sustainable investment advances as leadership of sustainable investment organizations meet in London, 7AM GMT 2 April 2012
Summer 2012: Special 20th Anniversary Issue - "The Next 20 Years of Sustainable Business & Investing", SIF TRENDS REPORT: Global SRI Trends By the Social Investment Forum
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