AfricaSIF.org Trends 2011-2013 Framework


UPDATE 28 August 2013


FRAMEWORK



Structure for AfricaSIF.org TRENDS REPORT

  • Max 30 pages + appendixes

  • PDF + e-book



WORKING TITLE


SEXY TITLE: Africa Sustainable Investment Trends Report 2013 by AfricaSIF.org



FOREWORDS [...pgs]

Partners [1.5pgs]

GS 0.5pgs



EXECUTIVE SUMMARY [...pgs]

AEB + PL + GS  [2pgs]



INVESTING IN AFRICA

GS + MG + ? [2pgs]



INTRODUCTION  [...pgs]

AEB + PL + DS = 1pgs

E versus S versus G

Investment Value Chain



PROJECT METHODOLOGY & TERMINOLOGY [...pgs]

DS + IM + GS = 2pgs



REGIONAL INVESTMENT FRAMEWORK AND ESG  [6pgs]

SOUTHERN

KC + GS + KL = 1.5pgs

NORTHERN

AEB + KL = 1.5pgs

EASTERN

PL + SS + KL = 1.5pgs

WESTERN

KL = 1.5pgs

CENTRAL

?? = 0.5pgs



ANALYSIS OF SURVEY RESULTS [...]

Sustainability-Themed Investments

DS + GS = 2pgs

Screening

PL + BN =  2pgs

Integration

JD + FK + GA = 2pgs

Engagement and voting

TdM + GA = 1pgs

Impact Investing

SS / AS / JV +  ImpactBase  and Beth = 2 pgs



GROWING SUSTAINABLE INVESTMENT [...]

KC  = 1 pgs

Infrastructure

MF + GS = 0.5pgs

Focus on South Africa

GS = 1.5 pgs



CONCLUSION  [...pgs]

AEB + PL + GS = 1pgs



APPENDIX [xx pgs]

GS+DS+MS = XX pages


  1. AFRICA CONTEXT. - TSS

    1. Table built with country rankings/scores for all 54 countries, using columns for columns for:

    2. wef doing business report

    3. world bank index

    4. mo ibrahim index

    5. transparency international corruption perceptions index

    6. porter social progress index

    7. WB investment climate index

    8. EIU food security index

    9. Yale environmental performance index.  

  2. BIBLIOGRAPHY. - AEB

    1. Bibliography - any decent report on ESG in Africa since 1 Jan 2010.

    2. Listed with URLs

  3. COUNTRY BASICS. - KL

    1. Table built with all countries with data from CIA fact sheet etc explains country basics:

    2. GDP

    3. pop

    4. major sectors

    5. name of currency

    6. capital

    7. stock exchange name

    8. member of world federation of exchanges etc

    9. Credit rating S&P Fitch Moody's

  4. COUNTRY INVESTMENT CONTEXT. - DS

    1. Table built with countries with financial/investment performance data:

    2. For these 2 periods

      1. 1 jan 2010 to 31 dec 2011

      2. 1 jan 2010 to to 31 dec 2012 of stock market, inflation etc

    3. stock market capitalization Market performance in dollars

    4. Inflation

  5. ESG initiatives in Africa with Africa members  - CM

    1. PRI

    2. AfricaSIF.org

    3. Equator Principles

    4. GRI

    5. CRISA

    6. EITI

  6. SURVEY RESPONDENTS - DS

  7. MARKET DEVELOPMENT table - GS

    1. with countries column and factors as columns,

    2. uses proxies to explain how markets are eg MSCI EM, FM etc

  8. TERMINOLOGY - KC

  9. PERFORMANCE

    1. Pan-Africa Indices 3/5/10 year performance to 31 dec 2012

  10. RisCura SRI Performance chart - DS

    1. 3 year

  11. TOP 20:  

    1. asset managers AuM

    2. pension funds AuM

    3. companies

    4. performing funds

    5. Africa investment reports

    6. airlines

    7. busiest airports

    8. stock exchange capitalizations.

  12. KNOWLEDGEBASE  list of useful resources

    1. http://web.worldbank.org/WBSITE/EXTERNAL/COUNTRIES/AFRICAEXT/EXTAFRSUMAFTPS/0,,contentMDK:22472299~menuPK:6819957~pagePK:51246584~piPK:51241019~theSitePK:2049987,00.html

    2. http://www.icfafrica.org/


SPONSORS

  1. MSCI ESG

    ...

       


PEOPLE KEY - UPDATED 24 JULY

CM - Charlene Matambo, PL; Te –sa Steele-Schober - TSS;  Pamela Leste; KL – Kanmi Lawson; AEB – Asmaa el Bacha; GS – Graham Sinclair; KC – Keith Comline; SS – Suchit Saraf; IM – Ian Meaker; BL – Belaina Negash; JD – Jon Duncan; GA – Gareth Allison; JV- Julia Vlad; MG - Malcolm Gray; MS - Micah Sarkas.

 

FRAMEWORK

1 April 2013



Structure for AfricaSIF.org TRENDS REPORT 2012

  • Max 30 pages + appendixes

  • PDF + e-book



WORKING TITLE


"AfricaSIF.org TRENDS 2012 REPORT

Review Of The Market For Sustainable Investment And Use Of Environmental, Social And Governance (ESG) Factors In Institutional Investment In Africa"



FOREWORDS [...pgs]

Partners 1.5pgs

GS 0.5pgs



EXECUTIVE SUMMARY [...pgs]

AEB + PL + GS  1pgs



INTRODUCTION  [...pgs]

AEB+PL + DS = 1pgs

E versus S versus G

Investment Value Chain



PROJECT METHODOLOGY & TERMINOLOGY [...pgs]

DS + IM + GS = 2pgs



REGIONAL INVESTMENT FRAMEWORK AND ESG  [6pgs]

SOUTHERN

KC + GS + KL = 1.5pgs

NORTHERN

AEB + KL = 1.5pgs

EASTERN

PL + SS + KL = 1.5pgs

WESTERN

KL = 1.5pgs

CENTRAL

?? = 0.5pgs



ANALYSIS OF SURVEY RESULTS [...]

Sustainability-Themed Investments

DS + GS = 2pgs

Screening

PL + BN =  2pgs

Integration

JD + FK + GA = 2pgs

Engagement and voting

TdM + GA = 1pgs

Impact Investing

SS/AS/JV +  ImpactBase  and Beth = 2 pgs



GROWING SUSTAINABLE INVESTMENT [...]

KC  = 1 pgs

Infrastructure

MF + GS = 0.5pgs

Focus on South Africa

GS = 1.5 pgs



CONCLUSION  [...pgs]

AEB + PL + GS = 1pgs



APPENDIX [xx pgs]

GS+DS = XX pages


APPENDIXES

  1. AFRICA CONTEXT. Table built with countries and columns for: wef doing business report, world bank index, mo ibrahim index, transaprency index, porter social index etc explaining how the country is doing - TSS

  2. BIBLIOGRAPHY.  Bibliography - any decent report on ESG in Africa since 1 Jan 2010. Listed with URLs - AEB

  3. COUNTRY BASICS. Table built with all countries with data from CIA fact sheet etc explains country basics: GDP, pop, major sectors, name of currency, capital, stock exchange name, member of WEF etc - KL

  4. COUNTRY INVESTMENT CONTEXT. Table built with countries with financial/investment data: stock market capitalization, performance 1 jan 2010 to 31 dec 2011, to 31 dec 2012 of stock market, inflation etc - DS

  5. ESG initiatives in Africa with Africa members eg PRI, AfricaSIF.org, Equator Principles, GRI?, CRISA - CM

  6. RESPONDENTS - DS

  7. MARKET DEVELOPMENT table with countries column and factors as columns, uses proxies to explain how markets are eg MSCI EM, FM etc - GS

  8. TERMINOLOGY - KC

  9. PERFORMANCE Pan-Africa Indices 3 year performance 2012 + RisCura SRI Performance chart 3 year - DS

  10. ..



          


Key:

CM - Charlene Matambo; Teresa Steele-Schober - TSS; PL – Pamela Leste; KL – Kanmi Lawson; AEB – Asmaa el Bacha; GS – Graham Sinclair; KC – Keith Comline; SS – Suchit Saraf; IM – Ian Meaker; BL – Belaina Negash; JD – Jon Duncan; GA – Gareth Allison; JV- Julia Vlad




COVER - 1p

Foreword from project partners/sponsors - 2p
...
Executive Summary - 1p
Introduction - 2p

Terminology & Language - 1p
Backstory on Africa investment - 1p

Sustainable Investment in Africa -7p
  • Text commentary + tables + graphics
  • Assets broken down by strategy
  • Assets by investor type
  • Assets by country
Country ESG highlights - 6p
  • South/SA/NA/BW - 3p
  • West/NG/GH - 1p
  • North/EG/TU - 1p
  • East/KE/MU - 1p
Supply & Demand Conditions - 4p
  • ESG Integration - 1p
  • Impact Investing - 1p
  • Infrastructure - 1p
  • Economic Development - 1p
Legislative & Regulatory Context - 3p
Africa ESG Trends & Comparisons to Other Regions - 2p
Barriers & Drivers to Growing Sustainable Investment though 2014 - 2p

Conclusion - 1p

BACK COVER - 1p

=30 pages


APPENDIXES
1. Methodology - 2p
2. Investor Initiatives - 1p
3. ESG-branded Funds - 3p
4. Performance surveys - 2p
5. Project Knowledgebase -2p

=10 pages



AUTHORS
...

EDITORS
...

PUBLISHER
AfricaSIF.org; PDF; e-book; ISBN...
 
DESIGNER:
...

DESIGNS/PHOTO CREDIT:
...
Team 3: WRITING
http://www.africasif.org/trends-2012-framework.php


AGENDA
Thursday, 15 November, 2012 from 7pm - 10pm SAST = 6-9PM CET
Skype + RisCura 5th floor Monclare + Telcon - SS + DS to sort Telkom.


1. PEOPLE
Confirm all team members + pens + reviewers
Keith
Marc
Graham
Kanmi
Deon
Julia
Akshita
Suchit
Pamela



2. REVIEW
all team members should have reviewed precedents on http://www.africasif.org/marketplace-and-trends-report.php
precedents review by SS, JV, AA of SIF, Eurosif, Asria, SIO, RIAA reports


3. RE-WORK FRAMEWORK
Comparing & adjusting the report framework from current to new version
Suggest new page count


4. PENS + REVIEWERS
Review project plan with work commitments
who are the "pens" per section
Updating who writes what and where are gaps
Assign writing roles; email to pens + reviewers


5. TIMELINE
Map timelines for writing sections
Appoint sub-editors + copy editors


6. NEXT STEPS
Key dates + deliverables
Post new framework to http://www.africasif.org/trends-2012-framework.php


7. OUTCOME
End work sesison with NEW framework/page count + who is writing which sections + where we need help



https://docs.google.com/document/d/1V1N_Za_U_5XZtkN-gbR1gjXcU9PoAIW6lxtjoZ_yzTY/edit
AfricaSIF.org_draft_Trends2012_Summary.docx AfricaSIF.org_draft_Trends2012_Summary.docx
Size : 201.148 Kb
Type : docx
Report Writing and Survey Flow.1.pdf Report Writing and Survey Flow.1.pdf
Size : 0 Kb
Type : pdf