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.

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

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

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

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%

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

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

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

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

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