We designed and developed an ESG toolkit for Investec Asset Management
Investec Asset Management (Investec) is an international asset management group providing a range of financial products and services to a client base in Europe, South Africa, and Asia-Pacific.
Invested wanted to adopt a more structural approach to integrating Environmental, Social and Governance (ESG) considerations into its investment processes. To help do so, Invested asked Steward Redqueen to develop an ESG toolkit.
We embarked on a three-year partnership with Investec, during which we served as both an ESG advisor and a developer of the ESG toolkit. Based on desk research, we identified the limited coverage of Investec’s existing ESG data in non-listed markets. We then designed and developed a tailor-made ESG toolkit for Investec’s private equity markets. The tool helped asset managers to identify and prioritise ESG risks and ESG management of investments on a sub-sector level.
The ESG Toolkit offers Investec a pragmatic approach to identify and manage ESG risks and opportunities. By prioritising the most relevant issues, both the monitoring and engagement process has become more efficient.