Total Portfolio Management Approach

A Total Portfolio Management Approach begins by ascertaining the ultimate intent of the asset owner and then exploring how best to structure all available assets in pursuit of that goal.

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Blended Value

Rather than being trapped within the “impact first” vs “finance first” dichotomy, we instead adopt the concept of “Blended Value” — the idea that positive outcomes can be optimized when

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In applying the “Total Portfolio Management Approach” to our assets under management, RS Group seeks to build a portfolio of varied asset classes and capital deployments, generating various types of

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Evolution of the Investment Portfolio

The construction of our portfolio has been, and remains, a work-in-progress, as illustrated below. While we are pleased with the progress thus far, we will remain adaptive to the developments

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Current Portfolio Snapshot

By 30 June 2015, our portfolio was 91% invested in sustainable and targeted impact (TI) strategies, taking into account investments across all asset classes (see Figure 2.C.) The remaining 9%

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Long Term Asset Allocation

The build-up of our Targeted Impact (TI) private equity / debt and of our real assets allocation is still a work-in-progress. This can be seen in Figure 2.G. which shows

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Portfolio Characteristics

Environmental and social considerations play a role not only in the selection of investment managers, strategies and funds, but also in the development of RS Group’s long-term oriented strategic asset

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Evolution of the Grant Portfolio

In 2009, when Annie began exploring areas where she would like to provide grant funding, she did not start with a Total Portfolio Management lens, but instead saw philanthropy as

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Our Key Approaches of Grant-Giving

As explained in the previous section, RS Group’s grant portfolio has shifted gradually over the years from a relatively opportunistic one to a more intentional and strategically-driven one. While in

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Key Thematic Areas

Although RS Group’s grant portfolio has evolved over the years, the core of our mission and the main impact themes have always stayed the same: social and economic equity, sustainable

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