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  • ESG

    On behalf of our clients we invest sustainably in four ways:

    1

    All our investment strategies incorporate environmental, social and governance (ESG) factors as we believe that ESG investing should enhance long-term performance. By incorporating ESG factors, our strategies consider the full spectrum of risks and opportunities associated with an investment. Read more on the Principles for Responsible Investment’s assessment of our ESG processes.

    2

    As an active investor, we engage with portfolio companies and governments to encourage them to address sustainability and improve their ESG performance. We believe strongly in the power of engagement to effect positive change. Read more about ESG and how we engage.

    3

    We offer dedicated investments targeting opportunities arising from the world’s transition to a more sustainable model, giving investors the chance to put their capital at the leading edge of the sustainability revolution.

    4

    Our solutions include investments that have a positive impact. Since 2008, our private equity, credit and infrastructure investments have enabled sustainable development in Africa (e.g., our Emerging Africa Infrastructure Fund, which has helped to transform lives across the continent).

    Principles for Responsible Investing

    We have been a signatory to the UN-backed Principles for Responsible Investment (PRI) since 2008. As such, our responsible investment practices are assessed annually by the PRI team. Our 2019 scores are shown in the table. Firms are ranked on a performance band from A+ to E.

    MODULE OUR SCORE MEDIAN SCORE
    Strategy & Governance A+ A
    Listed Equity – incorporation A+ B
    Listed Equity – active ownership A+ B
    Fixed Income – SSA (sovereign) A+ B
    Fixed Income – Corporate Financial A+ B
    Fixed Income – Corporate Non-Financial A+ B
    Private Equity A B
    Infrastructure A A
    African elephants

    For the purposes of disclosure and to encourage industry discussion around best practices in sustainable investing, we publish in full the PRI Transparency and Assessment reports on the Stewardship page of our website. The PRI assessment methodology can be found at www.unpri.org.

    The six PRI commitments

    As a PRI signatory, IAM adheres to these principles:

    1

    We will incorporate ESG issues into investment analysis and decision-making processes.

    2

    We will be active owners and incorporate ESG issues into our ownership policies and practices.

    3

    We will seek appropriate disclosure on ESG issues by the entities in which we invest.

    4

    We will promote acceptance and implementation of the Principles within the investment industry.

    5

    We will work together to enhance our effectiveness in implementing the Principles.

    6

    We will each report on our activities and progress towards implementing the Principles.

  • Sustainable solutions

    Sustainable solutions

    Our sustainable investment solutions help investors target the opportunities – and manage the risks – arising from the global imperative to transition to a more sustainable economy.

    Global Environment strategy

    The Global Environment strategy invests in companies driving decarbonisation and that are helping the world’s economy transition to a more sustainable, lower emissions model. This global equity strategy invests in a focused portfolio of businesses across many different industries that are key enablers of the energy transition.

    Key features:

    • Gives investors exposure to an area of long-term structural growth, and offers the potential to offset carbon risk elsewhere in a portfolio.
    • Makes a positive environmental impact by investing in businesses that are reducing the world’s carbon footprint.
    • Uses proprietary models to comprehensively quantify the carbon emissions saved by decarbonisation companies versus traditional businesses.
    • Focuses on companies with three key attributes: structural growth potential, sustainable returns and competitive advantages.
    A global strategy offering exposure to a growth area, the potential to offset carbon risk and the chance to make a positive environmental impact

    For more information on the Global Environment investment vehicles, please contact us directly.

     

    Global Environment: carbon avoided (million tonnes)

    Gross carbon avoided icon

    Gross carbon avoided

    US$1m invested
    1,424
    Scope 1 & 2 icon

    Scope 1 & 2

    US$1m invested
    107
    Scope 3 icon

    Scope 3

    US$1m invested
    617
    Net carbon avoided icon

    Net carbon avoided

    US$1m invested
    700

    Figures calculated based on percentage ownership of securitywithin the Global Environment Strategy if US$1 million invested as at 31.12.18

    Sustainable investment solutions

    Our proprietary TIME framework governs our dedicated sustainable investment solutions:

    Transparency icon
    Transparency

    We fully disclose our portfolio holdings, how we identify and measure impact and how we engage with each of the companies. We also disclose our decisions not to measure or engage and highlight specifically where we feel impact measurement is not possible.

    Impact icon
    Impact

    Every investment has a detailed impact assessment that clearly explains how companies are selected, based on their contributions to the transformational needs. The methods may vary from strategy to strategy.

    Measurement icon
    Measurement

    Measuring impact is challenging. Where investment capabilities adopt a thematic investment approach intentionally targeting impact, we carefully consider and report the appropriate impact measures that capture the required transformational change. We acknowledge and fully disclose data gaps where we cannot credibly measure impact.

    Engagement icon
    Engagement

    We fully disclose our portfolio holdings, how we identify and measure impact and how we engage with each of the companies. We also disclose our decisions not to measure or engage and highlight specifically where we feel impact measurement is not possible.

     

    Specific risks: Geographic/Sector: Investments may be primarily concentrated in specific countries, geographical regions and/or industry sectors. This may mean that the resulting value may decrease whilst portfolios more broadly invested might grow. Equity investment: The value of equities (e.g. shares) and equity-related investments may vary according to company profits and future prospects as well as more general market factors. In the event of a company default (e.g. insolvency), the owners of their equity rank last in terms of any financial payment from that company. Concentrated portfolio: The portfolio invests in a relatively small number of individual holdings. This may mean wider fluctuations in value than more broadly invested portfolios. Currency exchange: Changes in the relative values of different currencies may adversely affect the value of investments and any related income. Emerging market (inc. China): These markets carry a higher risk of financial loss than more developed markets as they may have less developed legal, political, economic or other systems. Commodity-related investment: Commodity prices can be extremely volatile and significant losses may be made.

  • Investing with impact

    Investing with impact

    Our investments in Africa include those that target impact as well as returns.

    Founded in South Africa in 1991, today we’re an asset manager with a global presence. But our culture remains rooted in our emerging market beginnings, and in the belief that well-directed investment can transform lives.

    Infrastructure

    Infrastructure is essential for development. We manage and advise the US$1 billion Emerging Africa Infrastructure Fund (EAIF), which mobilises private sector investment into infrastructure in the fragile markets of sub-Saharan Africa.
    To date, EAIF has provided 142 million people with access to new or improved infrastructure. It has created 48,000 jobs, generated US$1.9 billion in fiscal benefits to host nations, and contributed to many of the UN’s Sustainable Development Goals (SDGs).

    Private equity

    Our private equity investments contribute to eight of the SDGs.1 By supporting mid-sized companies, investors in our strategies help to generate decent work and economic growth.

    Credit

    Our credit investments contribute to 10 SDGs.2 They help to establish deeper, sustainable credit markets, facilitating development and creating a viable asset class for investors in Africa.

    Real estate

    Through our real estate strategies, investors can contribute to transforming cities into engines of growth, creating jobs, supporting capital markets and assisting progress towards three SDGs.1

    1 As determined by Investec Asset Management.
    2 As at September 2019, www.eaif.com

    Investing in Africa

    • We are one of the largest investors on the African continent
    • Investment capabilities in African private equity, private credit, infrastructure debt, sovereign debt, real estate, public equity and FX
    • More than 70 investment professionals focused on Africa
    • Embedded and dedicated in-house ESG, legal and operational teams

Our sustainability activities are organised into three areas of focus: