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Sustainable investing

SA equity and multi asset: a considered approach to sustainable investing

Over the past decade, we have found that by including a sustainability driver as part of our investment process, we have gained a greater understanding of the companies that we invest in, which has led to more sustainable investment returns.

03 May 2023

12 minutes

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Chapters

01
Introduction
02
Integrating sustainability within our investment philosophy
03
A common understanding of sustainability and ESG
04
Incorporating sustainability in our investment process
05
How we incorporate sustainability within our business
06
Sappi: A case study
01

Introduction

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“At Ninety One, our goal is to create long-term wealth for our clients while making a positive difference to people and the planet.”

At Ninety One, our goal is to create long-term wealth for our clients while making a positive difference to people and the planet. We believe that these objectives are interlinked. Over the past decade, we have found that through the inclusion of a sustainability driver as part of our investment process, we have been able to gain a greater understanding of the companies that we invest in, their future earnings, and consequently reasonable valuation estimates. By having an in-depth understanding of the environmental, social and governance (ESG) issues that companies face, we have also been able to partner with them to help guide them along a path of sustainability. We believe this should not only benefit their operations, but also the environments in which they operate, ultimately leading to more sustainable value creation on behalf of our clients over time.

 

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All information and opinions provided are of a general nature and are not intended to address the circumstances of any particular individual or entity. We are not acting and do not purport to act in any way as an adviser or in a fiduciary capacity. No one should act upon such information or opinion without appropriate professional advice after a thorough examination of a particular situation. We endeavour to provide accurate and timely information, but we make no representation or warranty, express or implied, with respect to the correctness, accuracy or completeness of the information and opinions. We do not undertake to update, modify or amend the information on a frequent basis or to advise any person if such information subsequently becomes inaccurate. Any representation or opinion is provided for information purposes only. The investments referred to in this document are generally medium- to long-term investments. Their value may go down as well as up and past performance is not necessarily a guide to future performance. Fluctuations or movements in exchange rates may cause the value of the underlying international investments to go up or down. Additional information may be obtained, free of charge, at www.ninetyone.com.

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