Our approach to ESG
Our commitment to our clients is to consider the bigger picture when it comes environmental, social and governance (ESG) investing.
We resist a formulaic or tick-box approach, and ensure that ESG considerations are fully integrated into our investment process and applied in line with our 3M philosophy.
We believe businesses must be sustainable to thrive and deliver shareholder value in the long term. Therefore, we do not believe ESG investing should be a simplistic, add-on or stand-alone process. While our choices can sometimes appear counterintuitive at first glance, we believe our bigger picture perspective and longer-term approach can help to achieve more considered ESG outcomes, while also rewarding our investors in the long run.
Our Voting Record
Other Documents
Case studies
US Healthcare/ Managed care organisations (MCOs)
Supergroup
Petrobras
Sun International
Archived Documents
- Archived Stewardship Report
- Archived Voting Records
- Archived Case Studies
Thinking about the role of defence in an uncertain world (Babcock International plc) - 2025
Engaging over multiple years for greater impact (Nampak) – 2025
Engaging on the thorny issue of executive pay - 2025
How we approach ESG in the space, and how it sways our decision-making - 2025
Resources: Considering the holistic ESG (Thungela Resources) – 2025
How we weigh environmental factors (CNX Resources Corporation) - 2024
How we weigh social factors (Nampak Limited) - 2024
How we weigh governance factors (enX Group Limited) - 2024
How we weigh environmental factors (Exxaro) - 2023
How we weigh social factors (Afrimat) - 2023
How we weigh governance factors (JSE) - 2023
A differentiated perspective - choosing not to invest because of overlooked ESG factors (Nedbank) - 2023
How we weigh environmental factors (Glencore) - 2022
How we weigh social factors (Discovery) - 2022
A differentiated perspective (Nedbank) - 2022
How we weigh governance factors (JSE) - 2022
