Stakeholders: Investment Value Chain Survey 2012

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We are pleased to invite you to complete this online survey looking at the institutional investment practices of retirement funds in southern Africa.  

This opinion survey questions has no "right" answers. It should take about the time it takes to enjoy a decent cup of coffee or tea - 20 minutes to complete (!). We hope you will find the questions interesting and informative. The survey is being conducted by UNISA & SinCo for the IFC-funded Sustainable Returns Project, see http://www.sincosinco.com/sustainable-returns-project.php

Your insights will feed into the Phase I paper on the retirement funds investment value chain, and contribute to the first-ever, comprehensive view of the state of retirement fund investment decision-making.


HOW TO COMPLETE THE SURVEY
Please work online and click from the multiple choice and/or leave your comments. You may save and return to the survey later. All questions marked with an asterisk (*) require answers. The questions are part data questions and part opinions. Your answers will be treated in the strictest confidence and will be used only for purposes of this study. The UNISA research ethics policy applies to this survey tool. In our report, data will only be used in aggregate - no direct or individual attribution will be made, unless we request your permission, for example to use as a quote. As a courtesy, all respondents will be acknowledged and listed in the endnotes of the report in 2012.

Thank you in advance.

Sustainable Returns Project
May 2012


About the Sustainable Returns Project
Sustainable Returns Project is an industry-led initiative to integrate environmental, social, and corporate governance considerations into the mainstream of retirement industry investment practices in Southern Africa. The project features a pioneering partnership between the Principal Officers Association (POA) and IFC (International Finance Corporation) to position southern African practitioners at the forefront of global best practice.  Launched in December 2011, the project will run until December 2013. The project will provide a consistent framework and set of tools for retirement funds to comply with the new Regulation 28 of South Africa’s Pension Funds Act and the Code for Responsible Investing in South Africa (CRISA).

Supported by funding from the Norwegian Government, the initiative was convened in 2011 by the Principal Officers Association of South Africa (POA), IFC, the Government Employees Pension Fund (GEPF), and the Association for Savings and Investment South Africa (ASISA).  It is led by a Steering Committee of high-level representatives from the Financial Services Board (FSB), National Treasury of South Africa, Banking Association of South Africa (BASA), Botswana Public Officers Pension Fund, Congress of South African Trade Unions (COSATU), Debswana Pension Fund, Federation of Unions of South Africa (FEDUSA), Financial Planning Institute (FPI), Government Institutions Pension Fund Namibia (GIPF), Institute of Directors (IoD), Institute of Retirement funds (IRF); National Council of Trade Unions (NACTU), Pension Lawyers Association, South African Institute of Chartered Accountants (SAICA), Southern Africa Venture Capital Association (SAVCA), Telkom Pension Fund, and the UN-backed Principles for Responsible Investment (PRI).

For more information, read the Press Release online at http://bit.ly/zwJu6D
or contact projects@poa.org.za