Our re-ignited
purpose and fresh impact.
“At the heart of our purpose is our journey towards long-term sustainability, for South African investors, our economy and communities”
– Nersan Naidoo, CEO of Sanlam Investments.
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. We are looking out for the next generation in a way that goes beyond wealth creation.
Alignment with the United Nations sustainable
development goals:
Investors’ Legacy Range: Our urgent response to Covid-19
Alignment with the United Nations sustainable
development goals:
Investors’ Legacy Range: Our urgent response to Covid-19
Our revitalised
purpose and vision.
“Our purpose is the foundation of our vision, mission and values – this is what makes us who we are”
We have been – and will always be – committed to making a positive impact on people’s lives, our communities and the environment in which we live. 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.
Our purpose
Empowering generations to be financially confident, secure and prosperous.
Our mission
We invest in people.
We are aligned with the global sustainable development goals. Sustainable investing frameworks are anchored into our investment processes. And, we measure our success by the positive impact we have on people, communities and the planet.
Our values
Lead with courage to earn our customers’ trust.
Serve with pride since we are customer-focused.
Caring that comes from respect for each other.
Winning with integrity to be the unrivalled industry leader in Africa
Creating value in everything that we do.
Our strategic partnerships strengthen our purpose.
Our partnership with Robeco: supports our expertise in sustainable investing.
Our joint venture with Climate Fund Managers: targets infrastructure projects and climate-related investments.
Our empowerment journey: our transaction with African Rainbow Capital is a significant milestone on our transformation journey.
These strategic partnerships support our vision of building a sustainable financial footprint while significantly decreasing our carbon footprint.
Our strategic partnerships strengthen our purpose.
Our partnership with Robeco: supports our expertise in sustainable investing.
Our joint venture with Climate Fund Managers: targets infrastructure projects and climate-related investments.
Our empowerment journey: our transaction with African Rainbow Capital is a significant milestone on our transformation journey.
These strategic partnerships support our vision of building a sustainable financial footprint while significantly decreasing our carbon footprint.
Strategic partnership:
Robeco
Together we make a formidable team.
“The finest Sustainability Investing minds under one roof.”
Robeco boasts some of the greatest sustainable investing expertise in the world. They are an international asset manager offering an extensive range of active investments, from equities to bonds, including sustainability investing.
“Together, our mission is to enable clients to achieve their financial and sustainability goals by providing superior investment returns and solutions”.
Robeco Essentials
Access our customised e-learning educational module called The Essentials of Sustainable Investing and earn two CPD points.
Downloads
Paper: The truth about sustainable investing
Navigating the ESG Labyrinth
Sustainability Inside
The Big Book of Sustainable Investing
The Glossary of SI Terms
Multimedia
The Truth about Sustainable Investments:
Facts & Fiction – a series of 5 short animated videos
Introducing SDG investing
Understanding sustainable investing
Downloads
Paper: The truth about sustainable investing
Navigating the ESG Labyrinth
Sustainability Inside
The Big Book of Sustainable Investing
The Glossary of SI Terms
Multimedia
The Truth about Sustainable Investments:
Facts & Fiction – a series of 5 short animated videos
Introducing SDG investing
Understanding sustainable investing
Strategic partnership:
Climate Fund Managers
Our partnership with Climate Fund Managers.
Sanlam Infraworks was formed in 2017 as a joint venture between Sanlam and Climate Fund Managers to provide investors with the infrastructure and climate finance expertise to produce a dynamic platform for investment and development. Climate Fund Managers mobilises private and public sector capital to respond to the climate crisis the world faces. They strive to make investments into climate-themed sectors relating to energy, water, ocean life and landscapes. This strategic partnership gives us access to global best practises, complete lifecycle financing, a proven investment philosophy, strategic development funding partners, and international reach.
Achieving a long-lasting impact
Together, we want to play a decisive role in achieving the United Nations Sustainable Development Goals to create a better world by 2030. These goals constitute a call to action to end poverty, reduce inequality, sustain peace and prosperity, and protect the planet.
Following the success of Climate Investor One, a global climate fund with a mandate to invest in clean energy projects in emerging markets, we are soon launching Climate Investor Two, with a focus on water, oceans and sanitation sub-sectors.
Our empowerment
journey.
Our commitment to transformation and empowerment.
Early empowerment pioneers
Sanlam has a proud history of pioneering empowerment transactions, going back as far as 1993.
New Africa Investments Limited (NAIL)
First major BEE deal – New Africa Investments Limited (NAIL)
Real Africa Asset Management (RAAM)
1. First unit trust focused on black-chip investment – Real Africa Asset Management (RAAM)
2. Sanlam started the R2bn Sanlam Development Fund, which has capitalised over 100 BEE deals
Demutualisation & listing
Demutualisation – 2 million policyholders became shareholders
First BEE Charter
Sanlam was one of the first companies to commit to the development of a BEE charter for
the financial sector
UB empowerment transaction
First major financial institution in South Africa to conclude an empowerment transaction
(Ubuntu-Botho created R15bn for broad-based black shareholders after 10 years – since renewed)
Vukile Property Fund
BEE shareholding in large cap property fund – Vukile Property Fund
African Rainbow Capital (ARC)
African Rainbow Capital created as premier black-owned financial services company
Progressive Smooth Bonus Fund
First black-managed smoothed bonus product – Progressive Smooth Bonus Fund
New B-BBEE transaction
New B-BBEE transaction and issuance of a further 5% of share capital to empowerment
shareholders, focusing on black women & young people
Black ownership increases to 18%
B-BBEE transaction increased direct black ownership from 13% to 18%
New ARC transaction
Our transaction with African Rainbow Capital Financial Services (ARC FS) makes Sanlam one
of the largest black-empowered asset management companies in South Africa
Our partnership with African Rainbow Capital.
Africa Rainbow Capital is a wholly-owned subsidiary of Ubuntu-Botho Investments Limited, which bought a 25% share in Sanlam Investments, Sanlam’s asset management business.
It was essential for us to transform in line with the needs and preferences of our clients by creating a leading black-owned asset management business. Together we aim to achieve a positive and long-term social and economic impact that benefits shareholders. This includes Ubuntu Botho Investments shareholders, which is made up of historically disadvantaged groups, including black women, black youth and disadvantaged communities.
Financial inclusivity and community upliftment are the fundamental principles that underpin the activities of the Ubuntu Botho Investments group. Profits generated and dividends declared have channelled significant financial flows to development trusts with various community groups as beneficiaries.
Get in touch.
