Tag: equity portfolio

Although decarbonising an investment portfolio is a multi-faceted, multi-stage exercise, it needn’t be complicated. Adding the dimension of sustainability – in this case, decarbonisation – to your portfolio construction process does not mean changing your approach entirely.

In the midst of buoyant equity markets and impressive returns, the prudent investor recognises the imperative of fortifying their wealth against a risk premium. As markets surge and fluctuate, the need for astute wealth management strategies becomes ever more important – particularly for South Africans who need to measure and manage their wealth in global terms.

This weekend sees the culmination of nearly two months of fierce competition between the world’s biggest rugby nations as New Zealand and South Africa battle it out in Paris in the final of the Rugby World Cup. It goes without saying that the best teams have made it this far. Both have navigated a multitude of obstacles through a display of skill, power, and endurance.

Globally, asset managers can play a decisive role in redirecting institutional and retail investors’ capital towards achieving the decarbonisation goals set by the recent COP26 Climate Change Conference. This is our message following the conference held in Glasgow, Scotland this November, which has singled out capital, or the impactful application of capital, as a vital cog in the world’s climate response machinery.

With 2018 having been a particularly dismal year for local equities – the worst, in fact, since the 2008 financial crisis – South African investors are increasingly opting to build and manage their own direct equity portfolios in an attempt to take back control, cut out the middle man, and ultimately save money on fees.