Developing Environmental & Social Management Systems (ESMS) for one of Africa’s largest Alternative Investment Managers

IBIS were appointed by one of Africa’s largest alternative investment managers with over US$4 billion in assets under management, to support with the development and implementation of world-class environmental and social management systems (ESMS) for each of the company’s investment competencies, including private equity, infrastructure, development impact and fund of funds, collectively comprising some 20 funds .

The overall aim was to implement bespoke management systems that would better integrate material environmental, social and governance (ESG) factors into investment and ownership practices of our client, both to manage ESG risk and enhance opportunities.  This included developing policies, procedures, guidance documents and a series of management, monitoring and reporting tools that can be applied at a fund, investment competency and overall business level.

The ESMS’s were designed to meet industry best practice standards in line with the requirements of leading Development Finance Institutions (DFIs) and Equator Principles Financial Institutions (FIs), as well as demonstrating the company’s commitment to the United Nation’s Principles of Responsible Investment (UNPRI) and South Africa’s Sustainable Development Goals (SDG’s). The implementation of the new systems included executive and team level training regarding the application of the ESG criteria to the business.

 

Speak to IBIS on how we can support you develop ESG management systems that integrate effectively with your investment process and meet international investor requirements.