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

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

Macaw feathers
“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.

 

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.

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