Building a Sustainable Portfolio
We seek to build a portfolio of varied asset classes and capital deployments, generating various types of returns across different segments of the portfolio. Cumulatively, these returns are projected to fulfill the financial and impact value creation potential of the capital base.
SRI investments take into account material environmental, social and governance (ESG) issues as well as investor preferences, in addition to traditional financial criteria. These investments are usually broader, with positive impacts that are less tangible.
TI investments are made with the intention to generate tangible positive social and environmental impact alongside a financial return. RS Group requires both investees and managers of impact funds to intentionally target social and environmental impact, and commit to regularly report on their contributions to impact.
RS Group recognizes there are areas where philanthropy is a more appropriate and effective instrument for creating impact, and look for opportunities to support philanthropic initiatives that have the potential to create systemic changes in our society to make it more sustainable.
Evolution of Our Investment Portfolio
The construction of our portfolio continues to be a work-in-progress. While we are pleased with the progress thus far, we will remain adaptive to the developments of both the industry and our portfolio performance. We will continue to fine-tune the portfolio on an ongoing basis.
Evolution of Our Grant Portfolio
The initial phase of our philanthropic journey was more opportunistic, before our formal adoption of the Total Portfolio Management Approach pushed us to examine more strategically how our grants can inform and create better synergy with other commitments in the portfolio.
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This report details the journey taken by RS Group to build a Total Portfolio. We hope that by sharing our story, we may help empower others to embrace positive change through their own actions.
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About RS Group
Founded by its principal, Annie Chen, RS Group is a mid-sized Hong Kong-based family office with a mission to create a paradigm shift in people’s values and priorities so that economic growth can sup- port, instead of jeopardize, human development and environmental sustainability.