Our approach to responsible investing

Child planting greenery in fresh soil

We have a responsibility to preserve and grow the wealth that is entrusted to us over the long term. We integrate environmental, social and governance considerations into our investment processes as well as actively engaging with the businesses that we invest in on behalf of you, our clients. 

Responsible Investing and Sustainability at Investec Wealth & Investment PDF

How we invest

Environmental, Social & Governance (ESG)

Our Environmental, Social and Governance policy outlines how we integrate ESG considerations into our investment process for direct equities and collectives.

Our Equity and Collectives ESG policy PDF 166.3 KB

How we engage


The purpose of the Stewardship Code is to enhance the quality of engagement between institutional investors and companies to help improve long-term returns to shareholders and the efficient exercise of governance responsibilities. We are pleased to remain signatories to the Stewardship Code.

Our Stewardship Code PDF
Voting Summary Q3 2022 PDF
Voting & Engagement Summary H1 2022 PDF


Our engagement policy enables us to meet our requirements under the Shareholders Rights Directive II (SRD II). Integrations of shareholder engagement within IW&I’s investment strategy is important to us and we regularly engage directly with company boards outside of the traditional AGM cycle on a wide range of matters.

Our engagement policy PDF 380.39 KB
SRD II Institutional Investor Disclosure PDF 86.46 KB
SRD II Annual Disclosure PDF 163.78 KB

Previous disclosures are available on request.


We believe it is important to take an active role in engaging with the companies that we invest in on your behalf. One of the most effective ways to achieve this is by exercising the voting rights of our clients’ investments. 

Our voting policy PDF 316.95 KB

We are part of something bigger

The contribution that we make to our society is at the core of what we do, to ensure that we are living in society, not off it, and contributing positively to the world around us.

Graphical design of Investec's corporate social responsibility

Get in touch or find your local Investec office

If you’re interested in learning more about Investec give us a call, we’re here to help you.