These are highlights extracted from a bigger discussion around the SOE debate our analysts have been involved in (filmed in October 2017). In 2016, we made a decision to freeze funding to six state-owned enterprises. There were mixed opinions and feelings about our decision. Our motives were questioned. But we stood by our investment integrity based on our ethos to make decisions that are in the best interests of our clients.
More than 18 months on, we've released a report documenting our rearch, assessment and learnings in SOE Governance Unmasked.