ESG Conference | May 2022

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ESG Conference May 2022 | What is the opportunity cost when investing in ESG funds

May 23, 2022 | 56m 15s

Learning: Knowledge

Speakers:

Fawaz Fakier, Portfolio Manager, Old Mutual Investment Group
Zwelakhe Mnguni, Chief Investment Officer & Co-founder, Benguela Global Fund Managers
Oyena Mtuzula, Credit and ESG analyst, Terebinth Capital
Langa Madonko, Deputy President, ABSIP

People

Asset Classes

ESG

Companies

Old Mutual Investment Group (SA)

Absa Group Limited (‘Absa Group’) is listed on the Johannesburg Stock Exchange and is one of Africa’s largest diversified financial services groups. Absa Group offers an integrated set of products and services across personal and business banking, corporate and investment banking, wealth and investment management and insurance.

Absa Group has a presence in 12 countries in Africa. The Group’s registered head office is in Johannesburg, South Africa, and it owns majority stakes in banks in Botswana, Ghana, Kenya, Mauritius, Mozambique, Seychelles, South Africa (Absa Bank), Tanzania (Absa Bank Tanzania and National Bank of Commerce), Uganda and Zambia. The Group also has representative offices in Namibia and Nigeria, as well as insurance operations in Botswana, Kenya, Mozambique, South Africa, Tanzania and Zambia, and an International Representative Office in London and New York.

The Association of Black Securities and Investment Professionals (ABSIP) was established in 1995 to address the apparent lack of representation of black professionals in the financial services sector. It was also conceived as a platform to address the aspirations of those in the financial services sector and to create a forum for black professionals to exchange information and ideas. The mandate of ABSIP has evolved to encompass the empowerment of black professionals and black business across the financial services sector. Its membership has grown to include sub-sectors such as Asset Management, Corporate Banking, Corporate Finance, Corporate Managerial and Financial Consulting, Employee Benefits, Insurance, Investment Banking, Retail Banking, Private Banking, Private Equity, Stockbroking, Treasury and Development Finance Institutions (DFIs).

Benguela Global Fund Managers was founded in 2013, by a team of investment professionals seeking to establish the epicentre of excellence in global fund management. We were borne out of a desire to create a disciplined, single-strategy, specialist asset manager. As a majority black-owned and managed investment firm, we are proud to be one of only a handful of South African investment firms to provide global specialist products to clients. This desire to build a global investment firm was motivated by both entrepreneurial and nationalist ambitions to see South African-owned global assets, particularly listed equities, managed successfully by a team of locals, representative of the demographics of our country.

The name “Benguela” was taken from the ocean current running up the west coast of Southern Africa. Despite the unpredictable and frequent volatility often witnessed on the surface of the ocean, the deep ocean currents continuously harness the volatility, delivering a predictable weather pattern over long periods of time.

As symbolised by the Benguela Current, our founding principles are premised on a deep-rooted Quality investment philosophy that seeks to achieve superior returns for our clients while avoiding undue risk. Like the Benguela Current that has local origins but global effects, we take a global perspective on companies and industries, which enables us to extract unique insights. These insights allow us to add value to client portfolios.

At GIBS, you are assured of a business school experience that embraces technology and disruption, while, at all times, finding ways to humanise and connect to the new digital world of work.

As an entrepreneurial institution, with deep connections to the African continent, GIBS has changed dramatically since its founding in 2000. Established on the back of a significant endowment by businessman and philanthropist Sir Donald Gordon, the University of Pretoria’s business school has evolved from being a business school for business, under founding Dean Professor Nick Binedell, into a world-class African institution and research centre, under former Dean Professor Nicola Kleyn.

Long regarded as a business school with impeccable international credentials, GIBS under the current leadership of Dean, Professor Morris Mthombeni is now leading the way among its global peers thanks to a progressive focus on quality blended learning coupled with a commitment to meaningful experiential exposure.

Underpinning our approach is our commitment to life-long learning, a dedication to high-quality and innovative teaching methods, the pursuit of ethical and sustainable values, and a forward-looking view of business and its role in the world. Access to both local and international faculty ensures that your GIBS experience is globally relevant and opens doors to prized global networks.

In a world reshaping its outlook and thinking as a result of the 2020 coronavirus pandemic, a GIBS qualification gives you and your business the upper hand when it comes to co-creating strategy and ensuring corporate longevity and relevance.

The GIBS Executive Education offering was ranked in the global top 50 by the prestigious Financial Times Executive Education 2020 Ranking. In 2021, the GIBS MBA was ranked as having the best reputation among employers and the first choice for students looking to pursue an MBA in the country by the Financial Mail Top MBAs Ranking. Quacquarelli Symonds (QS) World University Rankings: Global Executive MBA 2021, ranked GIBS at number 52, placing the School’s MBA in the top 30% globally. In addition, in 2022, US-based CEO Magazine ranked GIBS 11th in its Global MBA Rankings highlighting the School as a Tier 1 business school.

GIBS is Triple Crown accredited, holding EQUIS accreditation from the European Foundation for Management Development (EFMD), as well as accreditation from the Association of MBAs (AMBA), and the Association to Advance Collegiate Schools of Business (AACSB). GIBS is the 113th business school worldwide to achieve Triple Crown status. In addition, the School is also accredited by the Council on Higher Education (CHE), is a member of the South African Business Schools Association (SABSA), and the Association of African Business Schools (AABS). GIBS is a United Nations Principles for Responsible Management (PRME) Champion and is an affiliate of the Central and East European Management Development Association (CEEMAN).

GIBS is accredited to and affiliated with the following associations and networks:

Triple Crown accredited - EQUIS (EFMD), AMBA (UK) and AACSB (USA).
The Association of MBAs - An impartial and global authority on postgraduate business education.
The Academy of Business in Society - An international network of more than 130 companies and academic institutions which aim to promote a more sustainable future for business in society.
The South African Business Schools Association - An institution focused on developing the local business education sector in line with international standards.
Principles for Responsible Management Education - A voluntary initiative to stimulate responsible management education, research and thought leadership as defined by the UN Global Compact.
CEEMAN - An international management development association established to accelerate the growth in quality of management development in Central and Eastern Europe.
AACSB - A global accreditation body of long standing and recognised for embedding the pursuit of excellence and continuous improvement within business and accounting programmes at the bachelors, masters and doctoral level.

Old Mutual Investment Group is a leading African investment manager with over 175-year history of investing for a future that matters. We treat every investment with the respect it deserves because we understand its value. Our specialist investment teams consider environmental, social and governance (ESG) factors in their decision-making process. Because how we invest can shape our future, impact economies, build communities; and sustain our environment and resources. We focus on delivering sustainable long-term returns while responsibly managing our customers’ money. We believe that to deliver investment excellence, we need to incorporate independent thinking into our investment process, a keen understanding of our customers’ investment objectives and expert financial advice. The result is well-diversified investment solutions for every investment need, whether invested locally or offshore.

Founded in 1804, Schroders is one of Europe’s largest independent investment management firms by assets under management. As at 30 September 2021, assets under management were £716.9 billion. The founding family remain a core shareholder, holding approximately 48% of the firm’s voting shares. Schroders has continued to deliver strong financial results. It has a market capitalisation of over £8 billion and employs over 5,500 people across 37 locations. Schroders has benefitted from the most diverse business model of any UK asset manager by geography, by asset class and by client type.

Schroders offers innovative products and solutions across their five business areas of solutions; institutional; mutual funds; private assets & alternatives; and wealth management. Clients include insurance companies, pension schemes, sovereign wealth funds, endowments and foundations.

Schroders also manage assets for end clients as part of their relationships with distributors, financial advisers and online platforms. Schroders’ Wealth Management offering reflects their strategic ambition to provide wealth management and financial planning services to clients across the wealth spectrum.

Schroders’ strategic aims are to grow their asset management business, build closer relationships with end clients and expand their private assets and alternatives business. Schroders’ purpose is to provide excellent investment performance to clients through active management. The business channels capital into sustainable and durable businesses to accelerate positive change in the world. Schroders’ business philosophy is based on the belief that if we deliver for clients, we deliver for Shareholders and other stakeholders.

With over *R540 billion in assets under management across both our retail and institutional businesses, Sanlam Investments is one of South Africa’s largest asset management companies. We leverage areas of competitive advantage to develop and grow high-quality investment solutions that are differentiated but relevant within a changing asset management landscape. In doing so, we remain responsive to our clients’ changing needs.

As the South African asset management arm of the Sanlam Group, we leverage the depth and breadth of our expertise across active management, index tracking, alternative investments, responsible investing, multi-management and international investments to create more optimal portfolios for our clients.

At the heart of our purpose is our journey towards long-term sustainability for South African investors and future generation, our economy, our planet and our business. Our purpose has evolved well beyond just wealth creation; we are anchored in a greater purpose.

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In the Hotseat I DFM

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Discretionary Fund Management | Masterclass

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ESG Conference May 2022 | What is the opportunity cost when investing in ESG funds

Learning: Knowledge

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People

Asset Classes

Companies

Asset TV South Africa

ESG Conference

Old Mutual Investment Group (SA)

Terebinth Capital

ABSIP

Benguela Global Fund Managers

Old Mutual Investment Group

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