The Russian Invasion of Ukraine

A complex geopolitical situation is unfolding in the form of the invasion of Ukraine by Russia. We describe this in some detail below. The situation has already, of course, had implications for markets, a brief summary of which we cover in the following paragraph followed by our advice for how to navigate the coming times....
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South African Hedge Funds: ESG and Materials sector doing good?

Environmental, Social and Governance (ESG) investing is gaining increasing investor interest and momentum – a 2020 OECD report shows that portfolios with ESG integrated elements exceeded USD17.5 trillion for that year. RisCura conducted an analysis to see how hedge funds are faring in this space. Our analysis focused on the materials sector, including...
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Micro pensions ideal for a two-pot retirement system

The government is expected to release proposed measures for a two pot retirement system in early 2022. The system, which would allow for one or more withdrawals before retirement from their “access pot”, comes with the trade-off that members need to keep the balance of their retirement fund savings in their “preservation pot” until they...
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How the investment industry can further back South Africa

A new report on stewardship in South Africa has been launched today by investment firm RisCura. “Moving the Needle – Stewardship in South Africa” is the result of research into fifty-two South African private sector asset managers, with over R3.9 trillion in assets under management. This represents 70% of South Africa’s total savings and investment...
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Moving the Needle – Stewardship in South Africa

Active ownership, stewardship, proxy voting and engagement are more than just buzzwords. Understanding their impact and taking action is what drives real change for investors and broader society. Moving the Needle, released in November 2021, looks at engagement and proxy voting practices in-depth and how these are used (or not) to address ESG concerns....
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SA institutional investors see potential of Chinese equities

RisCura’s Orient Opportunities China Equity fund has surpassed R13.2bn under management, having just celebrated its third anniversary. This makes it one of the largest, institutional multi-managed China equity funds globally. The fund allows institutional investors, such as retirement funds and insurers, to benefit from RisCura’s expertise in emerging...
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