Alexforbes: Pioneering Financial Services with Impactful Solutions
Alexforbes, a diversified financial services company founded in 1935, offers a wide range of solutions including employee benefits, retirement, healthcare, investment, and sustainability consulting. With a focus on integrated advice, they serve both corporate and individual clients. Their commitment to impactful services is reflected in their values of Customer First, Integrity, Care, and Leadership. Through internationally recognized standards like Integrated Reporting, GRI, UNGC, and more, Alexforbes upholds transparency and responsible practices in their corporate reporting approach. Join them on their mission to pioneer insights and deliver solutions that truly impact lives.
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ALEXFORBES LEE SWAN, HEAD: SUSTAINABILITY #IRCConf24 2024 #IRCSAConf23 #integratedreporting IRC Annual Conference 2023
About Alexforbes Alexforbes is a diversified financial services company founded in 1935, providing a broad range of employee benefit solutions, retirement, healthcare, investment and sustainability consulting as well as investment and wealth management solutions to both corporate clients and individual customers. Our investment business is the largest private multimanager on the continent with assets under management of approx. R565bn. We operate a number of umbrella retirement funds, with our flagship retirement fund (AFRF) managing R120bn Aum on behalf of 2,000+ employers and 400 000+ members. Alexforbes is dedicated to delivering impactful services and solutions for our clients and members, underpinned by integrated advice. Our principal geographic focus is South Africa which contributes 92% of total group revenue. We also have business operations in Botswana, the Channel Islands, Namibia and a representative office in Nigeria. We have 2 794 employees, dedicated to making an impact on people s lives. Alexforbes has been listed on the Johannesburg Stock Exchange since 2014. Our strategic shareholders include African Rainbow Capital Financial Services Investments Proprietary Limited (ARC) and New Veld LLC (99% owned by Prudential Financial Inc., a publicly listed company on the New York Stock Exchange). #IRCConf24 #integratedreporting IRC Annual Conference 2024
About Alexforbes Our vision: To be the most impactful provider of financial advice serving both institutional clients and individual customers Our purpose: We pioneer insight to deliver advice and solutions that impact your life Our values: Our values are the beliefs we live by. They guide our relationships, actions and behaviours. Customer First: Our customers are at the centre of our business as we pioneer insights to deliver advice and solutions which impact their lives. Integrity: We act with integrity. We are truthful, ethical and transparent. Care: We care for each other, our clients, our communities and the environment. Leadership: We all have leadership qualities and aim to drive growth in ourselves, in others and in our business. We lead by example. #IRCConf24 #integratedreporting IRC Annual Conference 2024
Our Corporate Reporting Approach Our Integrated Annual Report is aligned with internationally recognised standards for consistency and reliability, including: Integrated Reporting <IR> Framework and Standards: Provides a holistic view of value creation over time, emphasising integrated thinking and connectivity of information. King IV Report on Corporate Governance Global Reporting Initiative (GRI): Used for comprehensive ESG disclosures. UN Global Compact (UNGC): Commitment to principles in human rights, labor, environment, and anti-corruption. UN Women s Empowerment Principles (UN WEPS): Reporting on gender equality and women s empowerment initiatives. Code for Responsible Investing in South Africa (CRISA): Advocates for responsible investing practices within South Africa. Principles for Responsible Investment (PRI): Framework for ESG integration into investment practices. Carbon Disclosure Project (CDP): Reporting on environmental impact, particularly carbon emissions and climate change initiatives. Task Force on Climate-related Financial Disclosures (TCFD): Guides climate-related financial risk reporting. Top Employers Certification: Commitment to creating a positive workplace environment. Sustainable Development Goals (SDGs): Reporting on contributions to global sustainability targets, including climate action, responsible consumption, and gender equality. #IRCConf24 #integratedreporting IRC Annual Conference 2024
Our corporate reporting approach is evolving Current Future A single Integrated Annual Report (which is a bit too long ) Some static information on our website Complementary reports: Stewardship Report (responsible investing) Private Markets ESG Reports (investment focused) Individual disclosures in relation to PRI, UNGC, UN WEPS and Top Employer A more succinct Integrated Annual Report with improved connectivity between financial and non-financial information in how we communicate our value creation process. Additional static information on our website (with links to this info from our Integrated Annual Report) A separate sustainability report (which will likely align GRI and may also align with IFRS S1 and S2) #IRCConf24 #integratedreporting IRC Annual Conference 2024
