Harnessing sustainable investing in Multi-Asset

We believe that sustainability is aligned with successful long-term investing: companies and countries that respond successfully to the global sustainability challenges will outperform over time.

5 Nov 2020

We believe that sustainability is aligned with successful long-term investing: companies and countries that respond successfully to the global sustainability challenges will outperform over time.
We have been integrating active stewardship and environmental, social and governance (ESG) research into our multi-asset investment processes across all asset classes for many years.

 

There is growing recognition that, collectively, asset owners and managers have a responsibility to redirect the flow of capital towards sustainable investments with the potential for positive impact.

Increasingly, we realise that more needs to be done. The headwinds are mounting for companies and countries with material negative environmental and social externalities.

Going beyond ESG Integration

We have dedicated significant time to developing our philosophy and approach to investing sustainably and for positive impact within a multi-asset framework.

01 The case for investing sustainably

As asset owners and managers, we have the responsibility and the ability to exert influence and contribute to positive environmental and societal change.

02 Sustainability at Ninety One

It has often been claimed that a limitation of sustainable multi-asset investing is the challenge of assessing all asset classes through a sustainability lens. In our view, this is simply not the case today.

03 Diversified Growth strategy – an evolution

We believe countries and companies who take sustainability seriously will thrive; those that don't will suffer. Over the coming months, we will continue evolving our processes to evaluate the environmental and social externalities of companies and countries through our sustainability criteria.

Download the Viewpoint

Environmental, social and governance review

We are delighted to share our comprehensive ESG review paper for the Ninety One Diversified Growth Strategy, where we set out our philosophy on ESG integration and provide metrics, analysis and commentary on a range of ESG factors for the strategy, including:

  • The portfolio’s exposure to climate risks utilising our proprietary approach
  • Comparisons of the portfolio’s MSCI ratings across ESG factors
  • Our voting and engagement activity over the last 12 months

Full ESG report Executive summary

General risks

The value of investments, and any income generated from them, can fall as well as rise. Where charges are taken from capital, this may constrain future growth. Past performance is not a reliable indicator of future results. If any currency differs from the investor’s home currency, returns may increase or decrease as a result of currency fluctuations. Investment objectives and performance targets are subject to change and may not necessarily be achieved, losses may be made.

Specific risks
 

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.