Our approach to Sustainable Investing
‘While we cannot with certainty know what our action or inaction on climate change will be on future generations, we can predict its effects.' – Duzi Ndlovu, Ashburton Investments CEO
ESG factors are an essential consideration when allocating and managing investment capital. When incorporating Environmental, Social and Governance (ESG) and sustainability factors in our investment decision-making, we are carrying forward the long tradition in applied economics and finance of breaking down risk premia into their component parts. While we are part of the FirstRand Group, we take accountability for our asset management approaches and actions.
We integrate Environmental, Social, and Governance (ESG) factors into our investment approach to enhance long-term value creation and manage risk. We recognise that mismanagement of ESG issues negatively impact the world and the natural environment but also significantly impact the performance of companies and their ability to generate sustainable returns. We apply a comprehensive ESG framework that involves analysing how companies manage their environmental impact, social responsibility, and governance structures.
Overall, we view ESG integration as essential for delivering sustainable investment outcomes for our clients while contributing to positive societal and environmental outcomes.
Sustainability report
This is our inaugural Ashburton Investments Report to Society. We explain the context of our history and our empirical and practical reporting period is the past year (2023-2024). We are reporting specifically on the responsibilities and performance of our South African business.
Report to Society
ESG factors are an essential consideration when allocating and managing investment capital. This report represents our policies and actions towards achieving these goals. 'I'm thankful to present our Report to Society 2024, which shows in a very modest way our attempt at contributing to the resilience of our world.' - Duzi Ndlovu
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Article: Why South Africa should lead with the “S” Factor
32.9% - South Africa’s official unemployment rate as at Q4 2023. Africa’s most advanced economy holds the global title of being the most unequal society in terms of income distribution. One would thus expect a spotlight on social outcomes. Why then is the Social or “S” Factor so overlooked in the local context? - by Santhuri Thaver, Head of Credit.
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