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Annual
Stewardship Report

In this, our 4th Annual Stewardship and Sustainability Report, we are pleased to present a summary of our activities and actions throughout the 2023 year as well as insights and learnings we gained to support the responsible allocation, management and oversight of our clients’ capital. We hope you find value in this report and as always encourage feedback, interaction and engagement as we firmly believe true stewardship recognises the importance of a collective effort to have the wide-ranging positive economic, societal and environmental impact we all seek.

Download our exclusive Stewardship & Sustainability e-book

Discover the essence of true stewardship in our 5th Annual Stewardship & Sustainability Report.

Gain profound insights from our investment management firm’s activities
and actions throughout 2024. Download this enduring e-book to explore responsible allocation, management, and oversight of capital. Find mastery in
collective efforts for positive economic, societal, and environmental impact.

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Approach to Stewardship and Sustainability 

Previous reports

Jason Clark

Jason joined Perpetua as an Investment Performance & Risk Analyst. He is responsible for evaluating, measuring, and reporting on the performance and risk of the investment portfolios.

 

He brings experience from Luxcara, a German clean-energy asset manager, and Allan Gray, where he served in various roles over a five-year period. Jason holds Bachelor’s and Honours degrees in Economics from Stellenbosch University and is currently pursuing an MSc at the University of Bath. He also holds the CIPM® designation through the CFA Institute, specialising in investment performance measurement.