1) The document discusses sustainable investment and ESG metrics, providing data on assets under management for various sustainable investment organizations like PRI ($45 trillion) and CDP ($92 trillion). 2) It highlights challenges like unemployment and plastic pollution in oceans, and opportunities for investing in entrepreneurs addressing societal and environmental issues. 3) Graham Sinclair is introduced as a sustainable investment consultant, and his work advising various institutional investors and organizations on ESG integration is briefly described.

1. Graham Sinclair
@esgarchitect
sustainable investment consulting
Sustainable investment:
leapfrog investment model

2. Earth pictured in an image taken from edge of the solar system (1.44 billion kilometers) is an image of fragility in a vast galaxy.
NASA's Cassini spacecraft has captured Saturn's rings and our planet Earth and its moon in the same frame Earth, which is 898 million miles (1.44 billion
kilometers) away, appears as a blue dot at center right; the moon can be seen as a fainter protrusion off its right side. The other bright dots nearby are stars. 19 July
2013, the Cassini-Huygens mission is a cooperative project of NASA, the European Space Agency and the Italian Space Agency. Source: NASA/JPL/SSI/CICLOPS

3. Annual event of the Principles for Responsible Investment (PRI), a voluntary signatory association of institutional investors and their services providers
representing nominally US$ 25 trillion with over 1,000 signatories. Plenary on Africa and investment at PRI in Person 2013 in Cape Town, South Africa, 1 October
2013. PHOTOCREDIT: Graham Sinclair/SinCo archive 2013
Investor

4. PHOTOCREDIT: AfDB 2013
Investor

5. E S G N U M B E R S
PRI $45 trillion AuM. 1,329 signatories
“$500 billion take Montreal Carbon Pledge to carbon footprint their portfolios”
CDP $92 trillion AuM. 767 investors
“Seventy-eight per cent of the largest 500 publicly listed companies now report their carbon emissions"
SRI USA $6.57 trillion AuM. 1,500 investors
“sustainable, responsible and impact…$6.2 trillion in U.S.-domiciled assets at the beginning of 2014 held by 480 institutional investors, 308 money
managers and 880 community investment institutions that apply various environmental, social and governance (ESG) criteria in their investment analysis
and portfolio selection…nearly 18 percent of the $36.8 trillion in total assets under management tracked by Cerulli Associates.”
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Buy/ hold/ sell
Engage/ advocate/ lobby/ isolate
Pure-play/ blended/ opportunistic/ mandated
E S G M E T H O D S

6. How to invest more money in women and men who are creating their own jobs, and solving societal and environmental challenges. Like this entrepreneur, or
“green” entrepreneur, a metals collector on the streets of Accra, Ghana, May 2011. PHOTOCREDIT: Graham Sinclair/SinCo 2013.
Entrepreneur

7. NOTES: Global unemployment climbed to 202 million in 2013, climbing to 215m by 2018. SOURCE: SOUTH AFRICA SA’s unemployment rates rise to near-
record levels PAUL BERKOWITZ SOUTH AFRICA 01 AUG 2013 11:54
Photo: http://www.dailymaverick.co.za/images/uploaded_images/article/Paul-Berkowitz-Analysis_Labour-Force-Survey.jpg
Entrepreneur

8. Externalities
A cape fur seal pup swims around oblivious to the plastic noose around it¹s neck. The seal is still growing and the plastic trash is not. The seal’s
death is inevitable and painful. Plastic pollution in our seas is a growing problem and this is not an isolated incident. Photographed by Jean Tresfon at
Duiker Island, Hout Bay 2013. Nikon D300 Subal Underwater Housing 2 Sea & Sea Strobes 1/250 F9 ISO400 underwaterimages.co.za

9. //ESGonBloomberg
ESG UNIVERSE
ESG data coverage reported by Bloomberg LP, November 2013. 20.8% global coverage based on 10,807 companies of total number of listed companies in
country with an average score of 18.6, includes only companies with active trading status at 5 October 2013. Environmental scores based on 4,379* companies
with an average score of 20.7. Social disclosure scores based on 5,706* companies with an average score of 23.1. Governance disclosure scores based on 9,936*
companies with an average score of 45.7. SOURCE: Bloomberg LP, November 2013.
Externalities

10. PHOTOCREDIT: AfDB 2013
Sustainable
Investor

11. www.sincosinco.com
@SinCoESG
info@sincosinco.com
Sustainable
Investment
Consulting
• SinCo - sustainable
investment consulting - is a
specialist sustainable
investment advisory boutique
formed in February 2007. We
have no other focus, we have
no conflicts of interest. We
build investment conviction
and competence for our
clients using ESG factors in
investment ecosystems.
• SinCo has a track record of
building robust answers to
tough questions in
sustainable investment. Our
clients have included
institutional investors, UN
agencies and international
NGOs, think tanks and
foundations and stock
exchanges.
SinCo designs ESG
architecture for long term
sustainable investment
that matters.
Discussing the impact and future of the PRI with Kofi
Annan in The Netherlands, May 2008.
Debating the progress of ESG in Africa and the role of
private equity at the JSE in South Africa, August 2012.
With fellow CSR Africa keynote and sustainability legend,
Gro Harlem Brundtland in Nigeria, May 2012.

12. AfricaSIF.org is a new, strategic step in facilitating investment in Africa that purposefully integrates environmental,
social and governance (ESG) factors.
Africa Sustainable Investment Forum is an independent, Pan-African, not-for-profit network, knowledgebase and
advocate promoting investment in sustainable development across the continent. Launched in June 2010, the
AfricaSIF.org Project is run by volunteers building a network of institutions and individuals promoting sustainable
investment in Africa by investors in public, private and philanthropy sectors across asset classes, countries and
stakeholders from our platform at www.africasif.org.
AfricaSIF.org defines "sustainable investment" as "an approach to investment in any asset class in Africa where
environmental, social and governance (ESG) factors are proactively integrated at any stage of the investment life cycle."
You are invited to join our all-volunteer AfricaSIF.org project leadership team, or sign up as an individual member, or
join your organization as an institutional member from 2014. Join us at africasif.org/support.
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13. B O O K
V I D E O P L AY L I S T
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