Responsible Investing

Atlantic believes that their true long-term success is not just measured in investment performance alone, but also in the contribution it makes to broader society in terms of creating growth opportunities and in helping to make South African society a fairer and more just one. We believe in being a force for good.

It is in this light that Atlantic has committed to proactively seeking the best practices to ensuring sustainable development, not only for the group, but for both the broader investment community and society as a whole. The major principles and measurement paradigms of sustainable development fall in the ambit of environmental, social and governance (ESG) challenges. 

Atlantic is a signatory to the United Nations Principles for Responsible Investing (UN PRI), participates actively in ASISA’s Responsible Investing sub-committee and endorses the Codes for Responsible Investing South Africa (CRISA). Atlantic commits to its investors, the industry and the general public to adhere as much as possible to the respective codes where the codes promote Responsible Investing within a relevant context.

 

Our continued support of industry initiatives such as the Aspen Network of Development Entrepreneurs (ANDE), Global Impact Investment Network (GIIN), the Carbon Disclosure Project (CDP) for Climate Change and the CDP for Water Usage plainly illustrates Atlantic's persistent dedication to responsible investing.

Engagement, collaboration and industry leadership are the core elements of our commitment to responsible ownership practices as a fixed income house. As debt holders the responsibility ownership practice of proxy voting is currently not a tool that Atlantic can use to address ESG concerns.

Atlantic therefore commits to the following objectives:

  • Incorporating sustainability considerations, including ESG, into its investment process, from research and analysis to engagement and decision making.
  • Seeking appropriate disclosure on ESG issues by the entities in which Atlantic invests.
  • Promoting and collaborating within industry and the public arena on issues of responsible investing.
  • Recognising and addressing any areas where conflicts of interest may arise and managing them diligently and with foresight.
  • Consciously present and make available our investment policies, particularly those concerning ESG, to investors as well as the public. And ensure that the implementation of those policies is understood.
  • Report on progress and activities with respect to Responsible Investing.

 

Responsible Investing Links

 

 

Downloads

Credit Suisse Investing for Impact

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Regulation 28 of the Pension Funds Act

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Code for Responsible Investing in South Africa

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CRISA Practise Notes

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United Nations Principles for Responsible Investment

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WWF – Agriculture: Facts and Trends - South Africa

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Monitor Institute – Investing for Social & Environmental Impact

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JP Morgan – Impact Investing - An emerging asset class

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ASISA Definition of Responsible Investing

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