Investec PLC – Lobbying Governance & Transparency

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Lobbying Governance

Overall Assessment	Analysis	Score
Moderate	Investec PLC provides limited disclosure on governance of its climate-related lobbying, focusing on its “engagement activities” without detailing formal oversight or periodic reviews. It explains that “the Fund engages with the government through SAPOA regarding regulations and policy that impact our energy strategy and business operations,” and acknowledges that “by using our influence we can ensure that we are using our voice in the correct forums that align with our own climate change strategy and commitments.” The company also confirms a public commitment to conduct engagement in line with the goals of the Paris Agreement, yet it does not describe any internal approval process, named individual, or committee responsible for overseeing or verifying that these lobbying efforts remain consistent with its climate objectives. We found no evidence of a dedicated review procedure, board sign-off on lobbying positions, or periodic auditing of climate lobbying alignment, indicating that while Investec outlines some concrete engagement mechanisms, it does not disclose a comprehensive governance framework for its climate-focused lobbying. View Sources	C

Overall Assessment

Analysis

Score

Moderate

Investec PLC provides limited disclosure on governance of its climate-related lobbying, focusing on its “engagement activities” without detailing formal oversight or periodic reviews. It explains that “the Fund engages with the government through SAPOA regarding regulations and policy that impact our energy strategy and business operations,” and acknowledges that “by using our influence we can ensure that we are using our voice in the correct forums that align with our own climate change strategy and commitments.” The company also confirms a public commitment to conduct engagement in line with the goals of the Paris Agreement, yet it does not describe any internal approval process, named individual, or committee responsible for overseeing or verifying that these lobbying efforts remain consistent with its climate objectives. We found no evidence of a dedicated review procedure, board sign-off on lobbying positions, or periodic auditing of climate lobbying alignment, indicating that while Investec outlines some concrete engagement mechanisms, it does not disclose a comprehensive governance framework for its climate-focused lobbying.

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Lobbying Transparency

Overall Assessment	Analysis	Score
Moderate	Investec PLC provides clear detail on its climate-policy lobbying mechanisms by describing participation in the “Climate Steering Committee,” the “Sustainable Finance Working Group,” and the “Disclosure Working Group” to offer input on disclosure criteria, and by identifying the “National Treasury Department of Environmental Affairs” as the target of those engagements. In contrast, it names only a single policy—the “Johannesburg Stock Exchange (JSE) Sustainability and Climate Change Disclosure Guidance”—without confirming any others, and it does not articulate specific legislative or regulatory outcomes beyond expressing support for that guidance. Together, this reflects a moderate level of transparency around its climate lobbying activities.	C