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Oasis Group Holdings

PRI reporting framework 2020

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Organisational Overview
Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]
Direct - Listed Equity Incorporation
ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] (B) Implementation: Thematic [LEI 07] (C) Implementation: Integration of ESG factors [LEI 08 - 10] Outputs and outcomes [LEI 12 - 13]
Direct - Listed Equity Active Ownership
Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (C) Implementation: Integration [FI 10 - 12] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]
Direct - Property
Overview [PR 01] Fundraising of property funds [PR 02 - 03] Pre-investment (selection) [PR 04 - 06] Post-investment (monitoring and active ownership) [PR 08 - 14] Overview [PR 08] Outputs and outcomes [PR 15 - 16]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

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

SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description 

          As a Socially Responsible Investor, the firm has been providing training to Independent Financial Advisers on ESG during the quarterly roadshows. In addition, client report backs include a section on ESG.

Frequency of contribution

Description 

          Oasis remains at the forefront of the successful application and marketing of a responsible investment philosophy. Oasis has been instrumental in engaging with the highest level of government in South Africa to facilitate the development of responsible investing. Such engagement includes the involvement of the Oasis directors with the National Treasury of South Africa. Furthermore, Oasis has actively engaged with the Financial Regulator of South Africa and Ireland to promote the development of socially responsible investment principles. Oasis has been involved in promoting the understanding of such products to the respective regulators, to ensure that an enabling environment is created to allow socially responsible investment to flourish in the jurisdictions in which the group operates. As a board member of the Association of Savings and Investment South Africa (ASISA), Oasis has continued to make a case for responsible investment and believes that the principles of responsible investment are highly relevant in the current environment.

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]

Oasis remains at the forefront of the successful application and marketing of a responsible investment philosophy. Oasis has been instrumental in engaging with the highest level of government in South Africa to facilitate the development of responsible investing. Such engagement includes the involvement of the Oasis directors with the National Treasury of South Africa. Furthermore, Oasis has actively engaged with the Financial Regulator of South Africa and Ireland to promote the development of socially responsible investment principles. Oasis has been involved in promoting the understanding of such products to the respective regulators, to ensure that an enabling environment is created to allow socially responsible investment to flourish in the jurisdictions in which the group operates. As a board member of the Association of Savings and Investment South Africa (ASISA), Oasis has continued to make a case for responsible investment and believes that the principles of responsible investment are highly relevant in the current environment.

SG 11. Dialogue with public policy makers or standard setters (Private)

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