We believe that safeguarding economic, environmental and social assets through our investments is the foundation for a healthy economy that generates sustainable returns for the future.
Responsible investing includes adhering to insider trading provisions as set by the JSE, other regulators and governance codes.
We invite Sanlam shareholders to engage with our investor relations team for more information.
The manner in which institutional investors approach environmental, social and governance (ESG) issues is gaining increased attention around the world. Globally, it is estimated that there are US$22,89 trillion of assets being professionally managed under responsible investment strategies — an increase of 25% since 2014.
Pension funds, insurers and asset managers should be equipped to understand and respond to potential risks and opportunities arising from ESG-related factors in order to safeguard the assets that they invest on behalf of their clients. Understanding ESG issues and the potential impact of ESG factors on both their investment strategy and the broader operating environment is therefore an integral part of good governance for institutional investors.
As value investors, Sanlam Investments’ investment philosophy is to make use of opportunities created when prices differ from their fair value. Generally, Sanlam invests in assets that are trading below its fair value estimate and disinvests from assets that are trading above its fair value estimate. Sanlam’s team of analysts therefore conduct in-depth research to gain insights into what an asset is truly worth, instead of what investors are willing to pay.
Accordingly, we promote the incorporation of environmental, social and governance factors (ESG) into investment decisions to better understand the risks and opportunities inherent in our investments. To guide this process, we subscribe to the global UN-supported Principles of Responsible Investment (PRI) and have adopted the Code for Responsible Investing in South Africa (CRISA) principles. We also acknowledge the need and importance of the UN Sustainable Development Goals and our country’s National Development Plan. As part of our commitment to this agenda, we will report on progress annually through the PRI and CRISA framework.