Responsible Investing

Click here to view our Responsible Investing Policy


Responsible Investing

At Perpetua we are as concerned about our results as we are about how we achieve them. Our values, principles and ethics are the cornerstone of what we do and ensure that we look after our clients’ long-term interests. This focus therefore also requires us to consider what is known as Environmental, Social & Governance (ESG) factors in all our decisions.

To further enhance our commitment and continued focus on ESG factors, we have adopted and support the following principles:

Perpetua Investment Managers (Pty) Ltd support the principles promoted by the Code for Responsible Investing in South Africa (CRISA).

PRI logo

Perpetua Investment Managers (Pty) Ltd have become a signatory to the United Nations Principles for Responsible Investing (UNPRI).

Inaugural Stewardship Report 2020

As professional investors who see ourselves first and foremost as stewards of our clients’ hard-earned savings, we have always approached our fiduciary duty to invest responsibly in a holistic way. Our commitment to be active owners include not only proxy voting but also engagement on ESG issues.

We engage constructively both pre-emptively and post-investment with company management and non-executive directors in order to inter alia ensure we are able to gauge their alignment with our interests as long-term shareholders. Where necessary, we also consider the benefit and impact on collective engagement activities whether with companies or regulators.

Our Annual Stewardship Report can be used to discover our engagement and voting highlights over the year, as well as key company case studies that illustrate our varied approach to engagement.

We are a fundamental, bottom-up driven, research-based investment firm and as several of the case studies included here demonstrate our active ownership actions are therefore rooted in this thoughtful, evidence-based construct. We also disclose the manner in which our current investment approach complies with the elements in the CRISA disclosure framework, and exhibit our support toward the PRI, including our PRI assessment.

Read our Stewardship Report here