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.


Taquanta only renders financial services with clients by means of formal communication channels and does not sell or advertise any investment opportunities via social media channels such as WhatsApp or Facebook etc. Please be cautious of individuals who may fraudulently attempt to solicit business or investments by impersonating or claiming to be an associate or representative of Taquanta. If you are unsure about whether an individual is authorised to render financial services for Taquanta or not, please contact us on 021 6815100 or crm@taquanta.com to verify the identity of the individual concerned