Defining Momentum

Defining Momentum

A review of the retirement fund investment value chain and the state of responsible investing in South Africa.

As a first step to understand the needs of practitioners in the retirement industry, the Sustainable Returns project featured the most significant review to date of investment practices and attitudes in the South African retirement industry investment value chain. The research draws on a detailed online survey of the 100 Largest Retirement Funds conducted between March and May 2012, as well as interviews with 44 stakeholders and influencers, and an online survey of the Sustainable Returns Steering Committee.

About the author

“Defining Momentum” was prepared on behalf of the Sustainable Returns initiative by Sinco.