Stewardship report

Our Stewardship report highlights our ESG initiatives, company engagements, proxy voting, integration and other strategic efforts.
Our Stewardship report highlights our ESG initiatives, company engagements, proxy voting, integration and other strategic efforts.

Stewardship at Ninety One

We invest our clients’ assets as responsible investors with a declared commitment to active stewardship, including engagement and the integration of environmental, social and governance (ESG) issues throughout the business.

Our annual Stewardship report details how we conduct our stewardship role – including the effective exercise of our clients’ ownership rights, and our efforts to monitor, evaluate and, if necessary, actively engage on or withdraw investments, with the goal of preserving or adding value for our clients’ portfolios.

"Our purpose is to invest for a better tomorrow. That tomorrow will only be better if it is sustainable and makes a positive difference to people and the planet."

Hendrik du Toit
Chief Executive Officer, Ninety One

Our Stewardship report includes:
  • 2019/2020 review
  • Our stewardship commitment
  • Tackling big issues through investment management
  • ESG integration and investments
  • Active ownership
Download the Stewardship Report

Highlights from the 2019/2020 reporting year

Active ownership highlights
  • 241 engagements (including proxy-related engagements) spanning 32 markets.
  • 17,190 votes cast across 1,384 shareholder meetings.
  • Joined the Transition Pathway Initiative and signed the Just Transition Statement.
  • Signed the Global Investor Statement to Governments on Climate Change.
ESG integration and investments
  • Continued improvement in ESG integration across all investment teams.
  • Launch of the UK-domiciled OEIC Global Environment Fund.
  • US$242 million of new loan commitments over 2019 by the Emerging Africa Infrastructure Fund, in projects in Gabon, Ghana, Guinea, Côte d’Ivoire, Kenya, Mozambique and Uganda.

Our stewardship focus for 2020/2021

  • Report against the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD).
  • Expand our advocacy efforts.
  • Deepen the understanding and quality of ESG integration across all investment teams.
  • Further improve investment-team subject knowledge through training and workshops.
  • Update our internal carbon tool to improve investment teams’ understanding of climate risk.
  • Look to more formally embed ESG into the investment risk function.

General risks

The value of investments, and any income generated from them, can fall as well as rise.

Important Information

This communication is provided for general information only should not be construed as advice.

All the information in is believed to be reliable but may be inaccurate or incomplete. The views are those of the contributor at the time of publication and do not necessary reflect those of Ninety One.

Any opinions stated are honestly held but are not guaranteed and should not be relied upon.

All rights reserved. Issued by Ninety One, issued July 2020.