ESG & IMPACT INVESTING

ESG factors are increasingly being considered in investment decisions. Banks, funds and private investors have the power to impact, and are being held responsible for their decisions.
Lloyd has developed a reputation in the corporate sustainability arena and has more recently been working with financial industry stakeholders, developing advisory and facilitation services directed at ESG, Responsible and/or Impact investing.
Responsible investment is an approach to investing that aims to incorporate environmental, social and governance (ESG) factors into investment decisions, to better manage risk and generate sustainable, long-term returns.
Impact investing refers to investments made into companies, organisations, and funds with the intention to generate a measurable, beneficial social or environmental impact alongside a financial return.
Selected expertise:
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Principles, standards and trends: Sustainable, Responsible and Impact Investing (SRI)
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Approaches to the development of ESG, SRI portfolio design and shareholder advocacy
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The communication of SRI and the development of Investment Value Propositions (CVP)
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SRI strategies
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Companies Act
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Corporate sustainability,
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Carbon, Sustainability and Integrated Reporting, auditing and assurance
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King IV
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FTSE Russell’s ESG Ratings
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Principles for Responsible Investment (UN-PRI)
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Code for Responsible Investing in South Africa (CRISA)
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Integrated Reporting
Lloyd has worked closely with various institutional players and global organisations and is the founding Editor for various sustainability and integrated reporting journals and handbooks.