Responsible investing
Responsible investing is part of our core belief. Sustainable and responsible investment practices are a material factor underpinning our long-term success.
The environment, social and governance (ESG) factors of responsible investing
Mike Adsetts (Chief Investment Officer of Momentum Wealth) speaks about responsible investing dos and don’ts and how we integrate ESG factors.
We contribute to a
well-balanced economy
We acknowledge that we are in a privileged position to act as fiduciary to our
clients and stakeholders. We consider the environmental, social and governance (ESG) risk of our investments to be relevant to the performance of the overall objective - across all asset classes, sectors, markets and through
time.
We are a signatory to the United Nations-supported Principles for Responsible Investment (PRI), which is an international network of investors working together to put the 6 Principles for Responsible Investment into practice.
We uphold the principles of responsible investing
-
We advocate
We participate in market-related industry events and serve on the responsible investing committee of the Association of Savings and Investments of South Africa (Asisa). -
We report on progress
We show you that we take our duty to act in your best interests to heart. -
We seek disclosure
We have a register that shows how we engage with companies that we invest in to keep them accountable. -
We integrate ESG
We integrate environmental, social and governance factors. -
We are active owners
We use our influence to help maintain a well-governed corporate South Africa. -
We have integrity
We keep to, and observe all rules and regulations which seek to uphold the Principles of Responsible Investment.
Policies and Statements
For more information relating to this option, download the relevant document below.
Reports
History of proxy voting
To view our proxy voting results, download the relevant PDF file.
We uphold responsible investment
practices
PRI
We've been a signatory of the United Nations PRI since 2006
ASISA
We serve on the Asisa responsible investing committee
Resource centre
Get access to a comprehensive list of investment resources for individuals, businesses and financial advisers. See our latest brochures, forms and fund fact sheets and stay up to date with our press releases, trustee newsletters and news and updates.
Contact Momentum Responsible
Investments
Momentum Investments is part of Momentum Metropolitan Life Limited, an authorised financial services (FSP6406) and registered credit provider (NCRCP173), rated B-BBEE Level 1.
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