Back to all articles

The Big Book of Sustainable Investing: second edition

Big Book of Sustainability

26 January 2024 | Inside Institutional, Sustainable Investing

The pursuit of a sustainable future is not just an idea – it is a reality that we’re collectively shaping at Sanlam Investments.

Our mission to become Africa’s premier sustainable and impact asset manager has been guided, in part, by our partnership with Robeco, a global asset manager focused on sustainable solutions since 1995. This collaboration has played a crucial role in shaping our sustainable strategies. It reflects our commitment to empowering clients with financial and sustainability objectives through effective investment returns and solutions. We are therefore pleased to introduce the second edition of The Big Book of Sustainable Investing, a collaborative effort between Robeco and Sanlam Investments.

The latest edition explores three pivotal megatrends influencing ESG investing today: climate change, biodiversity loss and human rights abuses. The report highlights the necessity for a shift from a linear to a circular model in the production of goods, and advocates for the adoption of renewable energy to realise the benefits of a carbon-neutral, nature-positive global economy.

The Big Book of Sustainable Investing serves as a reminder that without disrupting ‘business as usual,’ our planet will face an irreversible, devastating trajectory. Highlighting the pivotal role of redeploying capital towards sustainable activities, Carl Roothman, Sanlam Investment Group CEO, says, “Given the environmental crisis we face, it is important for investors to evaluate how sustainable companies are, before investing in them. The work that we do every day, and our work with Robeco is a testament to the fact that Sanlam Investments is deeply committed to people, communities, and the planet.”

This comprehensive guide is the go-to reference for navigating the complex landscape of sustainable investing, catering to individuals at every level – from seasoned investors to those starting their sustainability journey.

Download PDF

Show Comments

Comments are closed.

© 2021 Sanlam. All rights reserved
Sanlam Investments consists of the following authorised Financial Services Providers: Sanlam Investment Management (Pty) Ltd (“SIM”), Sanlam Multi Manager International (Pty) Ltd (“SMMI”), Satrix Managers (RF) (Pty) Ltd, Graviton Wealth Management (Pty) Ltd (“GWM”), Graviton Financial Partners (Pty) Ltd (“GFP”), Satrix Investments (Pty) Ltd, Amplify Investment Partners (Pty) Ltd, Sanlam Capital Markets (Pty) Ltd (“SCM”), Sanlam Credit Fund Advisor Proprietary Limited, Sanlam Africa Real Estate Advisor Proprietary Limited and Sanlam Employee Benefits (“SEB”), a division of Sanlam Life Insurance Limited and Simeka Wealth (Pty) Ltd; and has the following approved Management Companies under the Collective Investment Schemes Control Act: Sanlam Collective Investments (RF) (Pty) Ltd (“SCI”) and Satrix Managers (RF) (Pty) Ltd (“Satrix”).

The Sanlam Group is a full member of the Association for Savings and Investment SA. Collective investment schemes are generally medium- to long-term investments. Please note that past performances are not necessarily an accurate determination of future performances, and that the value of investments / units / unit trusts may go down as well as up. A schedule of fees and charges and maximum commissions is available from the Managers, Sanlam Collective Investments (RF) Pty Ltd & Satrix Managers (RF) (Pty) Ltd, a registered and approved Managers in Collective Investment Schemes in Securities. Additional information of the proposed investment, including brochures, application forms and annual or quarterly reports, can be obtained from the Manager, free of charge. Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. Collective investments are calculated on a net asset value basis, which is the total market value of all assets in the portfolio including any income accruals and less any deductible expenses such as audit fees, brokerage and service fees. Actual investment performance of the portfolio and the investor will differ depending on the initial fees applicable, the actual investment date, and the date of reinvestment of income as well as dividend withholding tax. Forward pricing is used. The Manager does not provide any guarantee either with respect to the capital or the return of a portfolio. The performance of the portfolio depends on the underlying assets and variable market factors. Performance is based on NAV to NAV calculations with income reinvestments done on the ex-div date. Lump sum investment performances are quoted. The portfolio may invest in other unit trust portfolios which levy their own fees, and may result is a higher fee structure for our portfolio. All the portfolio options presented are approved collective investment schemes in terms of Collective Investment Schemes Control Act, No 45 of 2002 (“CISCA”). The fund may from time to time invest in foreign instruments which could be accompanied by additional risks as well as potential limitations on the availability of market information. The Manager has the right to close any portfolios to new investors to manage them more efficiently in accordance with their mandates. The portfolio management of all the portfolios is outsourced to financial services providers authorized in terms of the Financial Advisory and Intermediary Services Act, 2002. Standard Bank of South Africa Ltd is the appointed trustee of the Sanlam Collective Investments Scheme & Standard Chartered Bank is the appointed trustee of the Satrix Managers Scheme.