We have collaborated with MSCI, a global leader in investment research, to get all our Old Mutual Unit Trust Funds rated from an Environmental, Social and Governance (ESG) perspective, informing and enabling investors to invest with purpose.
Planners can now easily identify and recommend funds with higher ESG scores to interested clients and allow investors to make their own informed choices about where to invest to effect a better tomorrow for everyone.
Old Mutual Wealth ESG fund ratings
MSCI ESG Research provides ESG fund ratings on a scale of AAA (leader) to CCC (laggard), according to exposure of the underlying assets held to industry-specific ESG risks and the ability to manage those risks relative to peers. To learn more, visit:
www.msci.com/documents/1296102/15388113/MSCI+ESG+Fund+Ratings+Exec+Summary+Methodology.pdf.
Responsible investing and ESG
Responsible investing is an investment approach that considers Environmental, Social and Governance (ESG) factors together with financial returns to achieve sustainable long-term returns.
The benefits of ESG investing
Historically, companies with high ESG scores showed resilience and delivered superior growth and investment returns when compared to those with lower scores.
Why we prioritise responsible investing
Old Mutual is a signatory of the United Nations-backed Principles for Responsible Investing (PRI). Visit
www.oldmutual.com/responsible-business/reports to see our reports and disclosures on ESG and Responsible Business.
ESG investing at Old Mutual Wealth
Various investment managers and capabilities at Old Mutual Wealth integrate ESG into their investment solutions:
- Old Mutual Multi-Managers – applies ESG considerations in their manager selection and in their stewardship of underlying assets. Please visit www.oldmutual.com/responsible-business/reports.
- Old Mutual Wealth – offers index funds with ESG overlays for planners through Tailored Fund Portfolios and curates bespoke ESG portfolios for their clients through Private Client Securities. To learn more visit www.oldmutual.co.za/wealth/solutions/responsible-investing.
- Old Mutual Unit Trusts – currently offers funds managed by investment managers Old Mutual Investment Group (www.oldmutualinvest.com/individual/our-solutions), Old Mutual Multi-Managers, Futuregrowth Asset Managers (www.futuregrowth.co.za/investments/responsible-investing/) and Jupiter Asset Managers (www.jupiteram.com/about-jupiter/esg-and-stewardship/).
All investment managers integrate ESG considerations into their investment processes.
Old Mutual Investment Group (OMIG) also offers three specialist ESG Funds – Old Mutual MSCI World ESG Index Feeder Fund, Old Mutual MSCI Emerging Markets ESG Index Feeder Fund and Old Mutual ESG Equity Fund.
In addition, OMIG offers three ethical investment funds – Old Mutual Albaraka Equity Fund, Old Mutual Albaraka Balanced Fund and Old Mutual Albaraka Income Fund.
The purpose
Our objective is to collaborate with other players across the financial services industry and to motivate the broader industry to adopt ESG fund ratings and to build trust through full transparency.
