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Sanlam Investments is one of South Africa’s largest investment management companies. We offer a comprehensive range of local and offshore investment products to end-investors, financial planners and institutions. Our investment options include passively and actively managed unit trusts, hedge funds and segregated and pooled retirement funds.
At Sanlam Investments, we aim to protect and grow your wealth over the long term.
Many factors influence the investment performance that enables us to achieve this goal. We successfully combine these factors to deliver strong performance across the investment range. We take particular pride in:
Sanlam Investments has successfully shaped some of the most talented individuals in the investments industry. As one of the largest investment management companies in South Africa, we give you exposure to the complete end-to-end range of investment solutions.
Every layer of your career and every aspect of your personal growth are within reach here at Sanlam Investments. For career opportunities please visit the Sanlam Careers page.
We believe that financial markets are inefficient because the market participants are driven by emotions. These emotions cause asset prices to move away from their fair values, which creates investment opportunities for patient investors. Also, as various market participants have different investment time frames and liquidity requirements, assets can become mispriced in the short term. Generally, we invest in assets that are trading below our fair value estimate and disinvest from assets that are trading above our fair value estimate. We use a fair value framework based on the assumption that assets revert to their long-term average real returns.
All our investment decisions are firmly rooted in this philosophy. What this means in practice is that our team of analysts conducts in-depth research to gain insights into what an asset is truly worth, as opposed to what investors are willing to pay because of greed or fear. Based on this, our fund managers make decisions that take advantage of these market efficiencies, without being influenced by emotions. As we are valuation-based investors, we are convinced that by sticking to our guns in the long-term and riding out volatile and uncertain periods, we will be able to deliver consistent, compelling long-term investment performance for our clients.
Sanlam Investments has made significant strides in improving black representation in leadership positions and the rest of the business. We have ongoing initiatives that lay out specific career paths and engage in succession planning to empower and develop the skills of our black staff. We are currently at a level 3 score according to the standards of the Department of Trade and Industry (DTI) in recognition of our black economic empowerment credentials.
Some of our exciting transformational initiatives include:
As a large institutional investor, Sanlam Investments has sizeable investments in most of South Africa’s companies. This places us in a position to influence and encourage the companies in which we invest to adopt sound governance principles. As corporate citizens, we feel that this is our responsibility and it makes long-term investment sense.
We are signatories to both the Code for Responsible Investing in South Africa (CRISA) and its forerunner, the United Nations-backed Principles of Responsible Investing (UNPRI).
The Code for Responsible Investing in South Africa (CRISA)
provides institutional investors with guidance on how they can promote sound governance.
Its principles are aligned with the UN Principles for Responsible Investing (UNPRI).
Download our Responsible Investment Policies and Procedures Document.
If you would like more information, please contact Marichen Basson at email@example.com
Read more about how we apply responsible investing principles in the way we do business.
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Quarterly implementation charts
Public voting record
Public engagement record
2018 Voting analysis