1. Integration
We seek high-quality ESG-integration standards firmwide for all strategies. Our aim is to ensure that robust ESG-integration processes highlight material sustainability risks and opportunities. Our approach is based on the belief that, over time, the market will increasingly price negative externalities into the value of securities, and that investment outcomes can be improved by a deep understanding of material ESG-related risks and opportunities.
Ninety One’s investment teams have ultimate responsibility for managing sustainability risks and opportunities, and their own integration frameworks. In this, they are supported by several global functions:
- the Sustainability team, which oversees and supports Ninety One’s sustainability ecosystem and stewardship activities;
- the Investment Risk team, which includes a dedicated ESG Risk function that monitors firm- and portfolio-level sustainability risks; and
- the Proxy Voting team which assists with and coordinates proxy voting
2. Active ownership
Our engagement approach is driven by our goal to preserve and grow the real value of the assets entrusted to us by our clients over the long term. We take a targeted approach, prioritising engagements where we can exert influence. Where we believe engagement is ineffective or companies are not committed to change, we may use the ultimate lever we have as an investor, which is to reallocate our capital. Ninety One votes at shareholder meetings throughout the world as a matter of principle.
3. Impact and sustainable strategies
Ninety One offers a range of strategies that focus on aspects of sustainability, including:
We invest in a way that seeks to capture the return and growth opportunities from addressing these sustainability challenges.