Generating returns from sustainable structural growth
The Sustainable Equity team invests in companies delivering solutions to the world’s environmental and social challenges. We focus on structural growth opportunities linked to sustainability: decarbonisation, climate adaptation, water, healthcare impact, financial and digital inclusion, and access to education.
Our investment approach blends proprietary sustainability insight, deep fundamental research, and high-conviction, benchmark-agnostic portfolio construction. Through active engagement and KPI-driven reporting, we aim to allocate capital to companies whose growth supports a more sustainable future.
Key facts
- Established in 2018
- 2 dedicated strategies – Global Environment, Global Sustainable Equity
- Positive-inclusion investment approaches
- Proprietary sustainability research tools and methodology
- Company engagement to drive positive change
Global skillset
We are a diverse team united by the belief that, as the global economy transitions to a more sustainable model, sustainability performance will be an increasingly influential driver of business success. Through in-depth research and proprietary analysis, we seek to identify the ‘sustainability alpha’ the market has missed.
5portfolio managers |
19.4years average experience |
60/40female/male diversity |
New investment tools, deeper insights
We believe the leading businesses of the future will increasingly be those that deliver value to all of their stakeholders. New research tools and analytical approaches are needed for investors to evaluate the natural, social and human capital value companies create or destroy.
Our ‘Capitals Framework’ enables full-spectrum analysis of the sustainability characteristics of potential investments, with the aim of identifying risks and opportunities that the market has mispriced. Analysis conducted via the framework is embedded within our Sustainable Equity strategies’ fundamental research.
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A sustainable investment edge
Read how Ninety One’s Sustainable Equity strategies seek to generate returns from sustainable structural growth.