Investment approach

Responsible investing practices

We are committed to incorporating the principles of responsible investing

We incorporate the principles of responsible investing through a combination of tangible practices as well as policies. We believe that environmental, social and governance (ESG) issues can lead to investment risk, which is why ESG concerns are part and parcel of our investment process. We assess the ESG factors of each of our investee companies primarily through our credit review process, through which each issuer has to pass.

In addition to this practice, we also have the following policies in place:

  • Proxy Voting Policy
  • Taquanta Corporate Governance Policy
  • Taquanta Conflicts of Interest Policy

We adhere to the Codes for Responsible Investing in South Africa (CRISA). Although we are not a signatory on the United Nations Principles of Responsible Investing (UNPRI) registry, we embrace the principles and incorporate them in our investment process.