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
AfricaSIF.org's most important project to generate NEW research every two years is the AfricaSIF.org Marketplace Trends Report, a sustainable investment benchmarking survey conducted every two years in coordination with global SIFs. Nearly four years after the global financial crisis, the region’s fortunes continue to thrive, forcing even the convinced Africa skeptics among investors to re-consider their positions. Starting in 2012 AfricaSIF.org will work with the global SIFs on a Global Sustainable Investment Trends Marketplace Report.


REPORTS

Outputs are:
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
website http://www.africasif.org/marketplace-and-trends-report.php
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
website http://www.africasif.org/global-sustainable-investment-trends-report.php


See also AfricaSIF.org KNOWLEDGEBASE for reports on:
Sub-Saharan Africa (IFC + SinCo, July 2011)
North Africa (IFC + BSR Europe, January 2010)


SCOPE

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.


METHODOLOGY

Major Definition
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."

Classifications
  1.  Screening
    1. norms-based
    2. negative/exclusionary
    3. positive/best-in-class
  2. Integration
  3. Sustainability-themed investing (e.g. climate change, water, agriculture, and renewable energy funds)
  4. Impact Investing
  5. 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


EVENTS
PARTNERS
PEOPLE
PROJECT TEAM

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
Partners Group
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)
Resource Group
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
Work Group
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
Other
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
PROJECT PHASES


Project Management
Research Launch
Framework - Design
Framework - Peer Review
Data ask
Data clean
Analysis
Peer review
Rework
Writing
Publication
Report Launch Events (Africa / Global)
Report Marketing/Exposure
Project Summary
Project Close
GLOBAL PRECEDENTS & OTHER AFRICA RESEARCH


This is the first-ever Africa report. We have learned from two different types of similar reports and AfricaSIF.org has the support and encouragement of all global SIFs to conduct this research:

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
http://www.ussif.org/news/releases/pressrelease.cfm?id=189
SIO publishes the 2010 Canadian Socially Responsible Investment Review, 5 May 2011  
http://www.socialinvestment.ca/documents
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.
http://www.uksif.org/cmsfiles/press/5390331/Extel_UKSIF_SRI_Awards_2012_FINAL.pdf
Global collaboration on sustainable investment advances as leadership of sustainable investment organizations meet in London, 7AM GMT 2 April 2012
http://www.asria.org/news/press/1334055606
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
http://www.greenmoneyjournal.com/article.mpl?newsletterid=55&articleid=832
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