A sustainable future demands new ways of doing business – and new ways of investing to identify the leaders of tomorrow.
Ninety One’s Sustainable Equity strategies rethink sustainable investing for a changing world.
Our ‘Capitals Framework’ – spanning natural, social, human and financial capital – enables full-spectrum analysis of companies and sectors.
Investments involve risk; losses may be made.
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 |
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.
Read how Ninety One’s Sustainable Equity strategies seek to generate returns from sustainable structural growth.
Carbon data is backward looking and needs a better measure at a sovereign level explains Portfolio Manager Nicolas Jaquier. In an interview with Sustainability Director, Daisy Streatfeild, he outlines the unique challenges he and the team face when measuring and assessing the net-zero impact of countries and how to align portfolios to this goal.