The world is rapidly changing, and its interdependency and interconnectivity are accelerating at an exponential pace. These significant changes require new approaches to investing that seriously consider notions of sustainable finance. ESG (environmental, social and governance) considerations can impact risk and return; climate change is the clearest and most pressing illustration of this urgent reality.
From an investment objective, incorporating ESG may improve long term investment results, whilst integrating both the financial returns and criteria pertaining to ESG.
Sanlam Umbrella Fund believes that investments should reflect our values and be aligned with investors’ ethical and political values. We want our investments to make a difference in the world by generating measurable and environmental benefits, whilst also improving investment returns.
The Sanlam Umbrella Fund has therefore launched the ESG and BBBEE Ratings Report which will be updated bi-annually, and it is available here.