Sustainable Investing

Culture as a driver of sustainable alpha

Using insight into workplace practices to identify investments with long-term potential.

Jun 29, 2021

9 minutes

Stephanie Niven
Miles Hamilton
Using insight into workplace practices to identify investments with long-term potential.

The fast view

  • Academic research strongly indicates that corporate culture drives business performance and stock returns.
  • Because culture is challenging to evaluate, it is often poorly understood and consequently may be mispriced – suggesting an opportunity for active investors.
  • Ninety One’s Multi-Asset team has developed a framework for appraising corporate cultures, with the aim of helping portfolio managers and analysts identify investments with underappreciated long-term potential.


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Stephanie Niven
Portfolio Manager
Miles Hamilton
Analyst

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