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Aeon Investment Management (Pty) Ltd

PRI reporting framework 2020

You are in Strategy and Governance » Promoting responsible investment

責任投資の促進

SG 09. Collaborative organisations / initiatives

09.1. 報告年度に組織がメンバーであったり、参加していた協働組織やイニシアチブ、ならびにそこで組織が果たした役割のレベルを選択してください。

当てはまるもの全てを選択してください

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Aeon Investment Management attended a number of ESG-related events during 2019 and rigorously contributed to the debate at roundtables where PRI was present and/or hosted. As a means of ensuring we keep on par with ongoing activities and trends in ESG, we participate in a number of PRI events, regularly meet and interact with its Africa and Middle East Head, Nicole Martens. We are also members of PRI discussion forums.

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Providing public policy influence on the Financial Intelligence Centre Amendment (FICA) Bill and a number of other regulatory bills and government policy. 

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Aeon Investment Management is one of the first signatories to be involved in public policy influence in South Africa.

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Reviewing communication from United Nations Global Compact.

          Association of Black Securities & Investment Professionals ("ABSIP") "
        

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Asief Mohamed, through his position as a non-executive director at ABSIP, regularly provides public policy commentary.

Aeon Investment Management submitted commentary focusing on legislation that has an influence on transformation, sustainable inclusive economic growth and a focus on an equal society. We submitted commentary in 2018 for the amendment to the Companies Act of 2008. In 2019, we shared our submissions with the PRI and the South Minister of Trade and Industry, Minister Ebrahim Patel. We have engaged with the PRI in 2019 on the commentary we provided for this submission. We are currently busy reviewing the latest amendment to the Companies Act of 2008.

          Association for Savings and Investment South Africa ("ASISA") and Financial Sector Transformation Council ("FSTC")
        

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Asief Mohamed, CIO at Aeon Investment Management, is a non-executive member of ASISA and the FSTC. The focus of these entities is on a contribution to legislation that has a positive influence on transformation, sustainable inclusive economic growth and driving toward a more equal society.


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. 組織が、協働的イニシアチブとは別に、独自に責任投資を推進しているかどうかについて記載して下さい。

10.2. 組織が協働的イニシアチブとは別に、独自に責任投資を推進するために行っているものを明示して下さい。選択した行動の目的に貢献するために組織が果たす役割と通常の行動頻度について説明して下さい。

説明

          Aeon Investment Management attends a number of seminars and ESG-related workshops (via physical attendance or webcast). These training events are usually hosted by brokers, research houses, Bloomberg, PRI etc. Aeon Investment Management attended numerous ESG-related roadshows and events such as the JSE/PRI ESG Conference. Aeon Investment Management is also very vocal in the media and amongst peers on the importance of responsible investment and becoming signatories of the PRI.
        

行動の頻度

説明

          Aeon Investment Management provides financial assistance through the South African National Zakah Fund ("SANZAF") bursary program and independent applicants. We generally assist PhD and masters students in their academic studies by providing input for their research.
        

行動の頻度

説明

          We generally assist PhD and masters students in their academic studies by providing input for their thesis.
        

行動の頻度

説明

          Aeon Investment Management is very vocal in the media and amongst peers on the importance of responsible investment and becoming signatories of the PRI. The objective of attending these events is to raise awareness of how ESG performance reporting can be used by shareholders to proactively influence corporate behavior around issues of importance, but also to hear the views and recommendations of other investors.
        

行動の頻度

説明

          Aeon Investment Management promotes responsible investing in all the events and conferences that we attend. At some of these events, e.g. the CFA Finweek Collective Insight Round Table Discussion where we were part of a panel, Aeon Investment Management discussed methods and responsible investing practices that investors can adopt to avoid high risk and unfavourable investments. The objective of attending these events is to raise awareness of how ESG performance reporting can be used by shareholders to proactively influence corporate behaviour around issues of importance, but also to hear the views and recommendations of other investors.
        

行動の頻度

説明

          Jay Vomacka, Aeon Investment Managements' Senior Portfolio Manager, recently published an article on ESG in our 2019 ESG Annual Report. The ESG Report is available on request (https://www.aeonim.co.za/engagement-activities/#).

Tinyiko Mabunda and Asief Mohamed co-authored an article on how investors can adopt a more sceptical approach to investing needs. The article is available online ( https://www.pressreader.com/south-africa/finweek-english-edition/20190815/page/27)
        

行動の頻度

説明

          Aeon Investment Management is very vocal in the media and amongst peers on the importance of responsible investment and becoming signatories of the PRI. The objective of attending these events is to raise awareness of how ESG performance reporting can be used by shareholders to proactively influence corporate behaviour around issues of importance, but also to hear the views and recommendations of other investors.
        

行動の頻度

説明

          Asief Mohamed, through his membership in The Association of Black Securities and Investments Professionals (ABSIP) and the Financial Sector Transformation Council (FSTC), regularly provide commentary on Acts such as:

- The Sustainability Reporting and Disclosure Requirements for the Pension Funds Act, 1956
- The Financial Services Code Review
        

行動の頻度

説明

          Aeon Investment Management has been quoted for commentary on responsible investing practices especially in relation to listed companies' operations and boards on national newspapers on multiple occasions. 

Jay Vomacka, Aeon Investment Managements' Senior Portfolio Manager, recently published an article on ESG in our 2019 ESG Annual Report. The ESG Report is available on request (https://www.aeonim.co.za/engagement-activities/#).

Tinyiko Mabunda and Asief Mohamed co-authored an article on how investors can adopt a more sceptical approach to investing needs. The article is available online ( https://www.pressreader.com/south-africa/finweek-english-edition/20190815/page/27)
        

行動の頻度

10.3. 組織が責任投資の推進のために、報告年度中に参加した追加の活動およびイニシアチブがあれば、それらを記載して下さい。[任意]

Aeon Investment Management has been promoting responsible investing by attending ESG-related events and conferences. At some of these events, Aeon Investment Management was given the opportunity to present on how the company integrates ESG and engagements in their investment management. The objective of attending these events is to raise awareness of how ESG performance reporting can be used by shareholders to proactively influence corporate behaviour around issues of importance, but also to hear the views and recommendations of other investors.

We have participated in the following:

  • Collaborative engagement with other asset managers to call for South African retailers to eliminate "single-use" plastic shopping bags.
  • Collaborative engagement with other asset managers to propose for Sasol to disclose to their Scope 1, 2 and 3 emissions and to link their emissions targets to their remuneration policy.
  • Aeon Investment Management was a panellist at the CFA ABSIP Finweek Collective Insight Round Table.

SG 11. Dialogue with public policy makers or standard setters

11.1. 報告年度において、責任投資を支援するために、組織が単独で、あるいは他組織との協働により、政策立案者や規制当局との対話を行ったかどうかを記載してください。

はいの場合

11.2. 使用した方法を選択してください。

11.3. (単独でまたは協働により)政府または規制当局に書面を提出した場合、その書面が一般に入手できるかどうかを記載してください。

11.4. 組織が公共政策立案者または規制当局と話し合いを行った主なテーマの概略を記載して下さい。

Aeon Investment Management has made various submissions to government entities e.g. we sent an engagement letter to Minister Ebrahim Patel (Department of Trade & Industry) and various other submissions to the FSTC and ASISA. Our submissions are confidential and thus only available on request.

Aeon Investment Management has engaged with public policy-makers and/or regulators on the following:

  • Financial Sector Transformation Council - Transformation within the financial sector
  • Department of Trade and Industry - Engagement on the amendment to the Companies Act
  • PWC Roundtable - ESG Engagement in the investment industry (2020)

Some of the contributions to public policy and/or legislation has not yet been made available to the public thus making the submissions confidential. 

Please see the link to the 2019 Aeon Investment Management ESG Annual Report below:

https://www.aeonim.co.za/engagement-activities/#


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