Sustainability is at the heart of what we do. It is the foundation of our vision, mission and values. It makes us who we are. Our investments live through our people, communities and planet. These are sustainable investments rooted in meaningful impact towards a better future.
At Sanlam Investments, our work is never done; our sustainable efforts never finished. Minute by minute, rand by rand, year by year, our investments grow. Sustainable efforts grow. The measurable positive impact we have on people, communities and our planet grows. Our investments never stop. They move and change lives for the better. They are investments that pulsate with purpose, with a heart that beats for South Africa, for Africa and all its people.
Sustainable investing runs deep within our core, infusing purpose into every living investment we create – investments that cherish our environment, empower communities, and ensure prosperity for all.
At Sanlam Investments, we’re not just asset managers. We're agents of change, adapting to our clients' needs and bringing financial independence to all South Africans. By boosting literacy, creating jobs, reducing our carbon footprint and enabling dignified retirements, we transcend wealth creation. Our sustainable solutions protect the planet, empower communities and secure a prosperous future for generations to come.
– Carl Roothman, CEO Sanlam Investment Group
There’s something to be said for leaving a legacy. Building something that will be used for generations to come. Helping to create a lasting, sustainable impact in the economy and its communities. The Investors’ Legacy Range is a collection of impact-focused funds driving post-pandemic economic growth. With a dual focus on delivering favourable returns for investors and positive social and economic impact, these funds allow investors to leave a lasting legacy that empowers businesses, ignites the economy and uplifts our nation. Led by experienced teams with a proven track record, they adhere to ESG principles, ensuring measurable impact and robust governance practices.
We provide debt finance to good quality SMEs making a significant contribution to economic growth. Investors benefit from great returns while creating jobs and a meaningful impact in other areas such as education and energy access.
We invest in tangible economic infrastructure assets in sectors such as renewable energy, transportation, communication, water and waste projects, AND offer investors compelling returns.
We invest in high-quality unlisted businesses with strong management and significant growth potential. We prioritize job quality, preservation and inclusive growth, while seeking equity returns across a diverse investment portfolio.
Sanlam Investments embraces the power of alternative investments to drive sustainability forward. By exploring innovative strategies, we unlock opportunities that align with our commitment to creating a positive environmental and social impact.
These stories demonstrate the ability of businesses, big and small, to create value while driving positive change. Explore inspiring narratives that showcase the remarkable power of sustainability. From innovative solutions that drive positive environmental impact to empowering initiatives that uplift communities, these stories are catalysts for change.
Alien Fuel Group
Through strategic partnerships, we are committed to realising our vision of a sustainable future for all. Alongside our valued partners, we strive to make a significant impact in South Africa and contribute towards achieving the United Nations Sustainable Development Goals by 2030.
Continuous learning is an important part of any professional investor’s career, particularly as times change so rapidly. Access our customised e-learning educational module called The Essentials of Sustainable Investing and get instant access to two CPD hours.
The 17 Sustainable Development Goals (SDGs) are a set of global objectives established by the United Nations to address some of the most pressing challenges facing the world.
Driven by our belief in a better world, Sanlam Investments aligns wholeheartedly with the Sustainable Development Goals (SDGs). We understand the profound link between eradicating poverty, advancing health and education, reducing inequality, fostering economic growth, and preserving our environment. Through our unwavering support and advocacy for the SDGs, we aim to create a positive impact on people, communities, and the planet.
Leveraging our wide-reaching influence, expertise and responsible investment practices, we actively contribute to the realisation of these SDGs, nurturing a more sustainable and inclusive future for all.
All stories of true success begin with a conversation. The exchange of ideas, combining our collective experiences, and sharing all of this, can only lead to change. The positive change that is at the foundation of our vision, mission and values.
Critical Conversations is one of the many initiatives we’ve taken to create positive outcomes across the investment terrain, from local communities to pension funds, in South Africa and beyond.
Join the Critical Conversations webinar series, where we delve into the dynamics of sustainability and impact investing. Through educated and authentic conversations, we explore the right ideas with the right minds to drive the best solutions forward.
Visit our insightful blog for in-depth analysis and expert insights that will guide you through the dynamic investment landscape. Stay informed on regulatory changes and explore the latest innovations in sustainability and impact investing.
As part of the Sanlam Group, we have access to large-scale capital that enables us to partake in investment transactions of a size that sets us apart from other companies in South Africa. We are signatories the United Nations-backed Principles of Responsible Investing (UNPRI) and have adopted the Code for Responsible Investing in South Africa (CRISA). To ensure our interests are transparently aligned with the interests of our investors, we put our capital to work alongside our clients’ in our investment portfolios.
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).
PRI Transparency Report
Download our Responsible Investment Policies and Procedures Document.
If you would like more information, please contact Marichen Basson at firstname.lastname@example.org
Sustainable Investment Policy
Sanlam Proxy Voting Guidelines
Conflict of Interest Policy
Robeco Proxy Voting Policy
Read more about how we apply responsible investing principles in the way we do business.
2023 Report (Interactive)
2023 Report (PDF)
Proxy Voting Activity
Public Voting Record
2023 Voting Analysis
Responsible Debt Policy
Investing for impact.
Our Investors’ Legacy Range was our urgent response to COVID-19 to help jump-start the economy and preserve jobs.
We are actively supporting the recovery of South African businesses negatively impacted by COVID-19, from Small and Medium Enterprises (SMEs) to large corporates. We’ve already invested R2.25 billion into three impact strategies with one common goal: job preservation and creation.
The Investors’ Legacy Range is made up of three individual impact strategies focused uniquely on job creation and preservation. These strategies support the recovery of strong businesses which have been negatively impacted by the pandemic, but which are likely to produce sustainable cash flows in the future.
This strategy provides debt finance to good quality SMEs in various sectors that have been negatively impacted by the coronavirus pandemic. The intention is to generate financial returns for investors while preserving and creating jobs.
This strategy provides debt finance to medium and large-sized corporates negatively impacted by the coronavirus pandemic but have strong underlying credit fundamentals and are likely to deliver strong financial performance post-pandemic. This strategy also aims to preserve and create jobs.
This strategy provides equity and quasi-equity liquidity to medium-sized South African companies to ensure business continuity, with a focus on job preservation, inclusive growth and job quality, while seeking equity returns across a diversified portfolio of investments.
Offering private market opportunities with compelling returns.
There is something to be said for leaving a legacy. Building something that will then be used for generations to come. Helping create tangible assets that are useful and sustainable. Guiding people along a path and instituting bridges over the obstacles they might face.
With the right people and the right partners, we can create a legacy plan for South Africa. A tangible plan, built from roads, bridges, renewable energy, healthcare, communication, water and waste-related assets.
Continuous learning is an important part of any professional investor’s career, particularly as times change so rapidly. This convenient, online study course gives you instant access to two CPD hours.
Access our customised e-learning educational module called The Essentials of Sustainable Investing and earn two CPD points.
2022 Voting Analysis
Please complete the following information.