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We have been – and always will be – committed to making a positive impact on people’s lives. We believe that we have an important role to play when it comes to transformation, growing and developing people, communities, the environment and creating sustainable economic growth by making sustainable investing in South Africa more prominent. Sustainable investing is a priority for us at Sanlam Investments. It’s why you can invest with confidence.
Supports our expertise in sustainable investing.
Climate-related projects and investments.
– Nersan Naidoo, CEO of Sanlam Investments.
Sustainable investing (also known as ESG investing) is the foundation of our vision, mission and values – this is what makes us who we are. And it’s why we invest with confidence.
The world has changed. And to remain relevant, we need to change with it. As a global phenomenon and trend, sustainable and impact approaches to investing have grown significantly. Business leaders and investors are faced with an entirely new set of questions. Can we still rely on old business models? Will investor preferences change? How do we remain relevant?
At Sanlam Investments, our ultimate aim is to be more than just an asset manager; we want to be agents of change where we remain relevant in the face of our clients’ changing needs. We want to bring financial independence to all South Africans by boosting financial literacy, investing in job creation, reducing our carbon footprint and helping clients retire with dignity. With the range of sustainable financial solutions we bring to the table, we are looking out for the next generation in a way that goes beyond wealth creation.
Our urgent response to Covid-19.
Watch the video
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.
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 email@example.com
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.
Proxy Voting Activity
Public Voting Record
2022 Voting Analysis
Responsible Debt Policy
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