Hong Kong’s RS Group charts a path to a 100% impact portfolio

Annie Chen founded RS Group in 2008 as a family office for her personal wealth. A deep dive from Asian Venture Philanthropy Network shows how RS moved its full portfolio into sustainable, mission-aligned investments.

The first step, over 18 months starting in 2010, was to transfer 50 percent of assets into sustainable and responsible investments, mainly listed equities and fixed income.

Today, 100 percent of RS Group’s assets are in “socially responsible” investments, including impact investments in a range of fund vehicles, intermediaries and direct investments.

Impact areas include climate solutions, livelihoods for underserved communities, sustainable food and agriculture and infrastructure for the impact investing market.

According to its website, RS Group’s portfolio has returned an average of five percent per year for the past five years, compared to 5.2 percent for a custom benchmark.

This post originally appeared in ImpactAlpha's daily newsletter. Get The Brief.

Photo credit: Global Philanthropy Forum

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