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...
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....
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...
Diversifying the financial services industry needs alternative thinking
More intentional support is needed to develop a South African investment industry that better represents the demographics of our country. Over the last decade we have seen increased attention on developing black investment firms, however, currently only 10% of South Africa’s total savings is managed by black asset managers. To effect real change,...
RisCura wins Africa Global Funds Award for excellence in private equity research
Global investment firm, RisCura, has won the 2021 Africa Global Funds Africa Service Providers Awards, in the category Research and Data provider: private equity. The awards seek to recognise the accomplishments of fund service providers covering Africa. Currently in its sixth edition, it is the only international awards dedicated to recognising service...
Regulation of Chinese Technology Companies
China continues to represent good opportunities for long-term investors. The market is huge with over 4000 companies, domestic growth remains robust (even if less strong than in previous years) and skilful managers continue to deliver outperformance. The regulatory crackdown has reminded us of the benefits of a diversified exposure, together with the...
Local managers more positive on SA assets than expected
With all the bad press around SA, following the July unrest and ongoing concerns surrounding corruption and its effect on the economy, it may be surprising to many that South African asset managers are currently fairly positive on most local asset classes. These findings follow a series of due diligence meetings with some 50 local...
Finding exposure to impact themes on the JSE – not as easy as you might think
When looking to invest in impact themes, the equity market might seem like a good place to start. Surprisingly, RisCura found that only about 3% of the JSE’s nearly R19 trillion market cap has exposure to impact themes, by its impact barometer measure. In fact, 3.2% of the JSE has exposure to the impact themes*...
The Case for China
The potential to participate in Chinese growth is an unprecedented opportunity for any global investor. The Case for China research explores why and how to invest in this booming economy, as well as what to look out for when investing in China. Download the research here. ...
RisCura welcomes industry heavyweights
Global investment firm RisCura is pleased to announce the appointments of Heather Sonn as a non-executive director to the RisCura group and Glenn Silverman as an investment strategist, and a director of RisCura’s investment management business, RisCura Invest. The RisCura group is made up of investment advisory, analytics, alternative investment and...
