Creating positive social impact through our focus areas of financial inclusion and access by leveraging strategic partnerships
CDP Climate change score: B (higher than the financial services sector average of C)
Sanlam joined the Network in 2022
Awarded Top Employer in South Africa for the 7th consecutive year
Sanlam invested R130 million in CSI in 2022
Key participant in the National Green Finance Taxonomy initiative and the TNFD pilot
Sanlam’s purpose and sustainability strategy
As a leading financial services company, we recognise the critical role we can play in building a better tomorrow. Our purpose is to empower generations to be financially confident, secure and prosperous by making ourselves accessible, promoting financial education, financial inclusion and providing superior financial advice to protect and grow wealth.
We are committed to doing business in the right way by operating responsibly to positively impact the economy, environment and society that creates a sustainable and resilient future for all. In many of the markets where we operate, accelerated socio-economic development and climate change management outcomes enable meaningful social change.
We are building on our purpose-led strategy across the Sanlam Group as part of our ongoing sustainability journey to focus on shared value creation, deepening financial inclusion, driving sustainable investment decisions throughout our assets under management, our value chains and ecosystems, and optimising value through our strategic partnerships.
Our strategy is aligned to seven United Nations Sustainable Development Goals we have prioritised where we believe we can be most effectively focus our efforts and make the greatest impact of shared value creation, measured against domestic and global sustainability standards so we can benchmark our progress.
THE FOUR STRATEGIC SUSTAINABILITY PILLARS ABOVE ARE UNDERPINNED BY SEVEN THEMES THAT ARE ALIGNED TO OUR PRIORITY UN SDGS.
We focus our efforts by prioritising seven UN SDGs that provide the biggest opportunity to create shared value. These are SDG 3 – good health and well being; SDG 4 – quality education; SDG 8 – decent work and economic growth; SDG 10 – reduced inequalities; SDG 11 – sustainable cities and communities; SDG 13 – climate action; SDG 17 – partnership for the goals.
Consistent value and trust for our clients
Sustainable value for our shareholders
Integrating with our societies
Enabling environmental resilience
Value enhancing ecosystems
Our stakeholder engagements are aimed at helping us blaze a trail of financial confidence and for the creation, maintenance and protection of social capital for Sanlam across the various stakeholder groups and client segments.
Shareholders and the investment community
Business partners and suppliers
Organised business and industry
Sanlam Investments provides retail and institutional clients in South Africa, the United Kingdom and elsewhere in Europe access to a comprehensive range of specialised investment management and risk management expertise. 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.
We invite Sanlam shareholders to engage with our investor relations team for more information.
The Sanlam Foundation’s mandate is to be the custodian of Sanlam’s legitimacy as a responsible corporate citizen. To create shared value, the foundation drives increased positive social impact and helps protect Sanlam’s reputation as a trusted, relevant organisation, that is part of the fabric of the societies within which the Group operates.See more information on the foundation