Responsible Investment

Old Mutual plc is a signatory of the United Nations-backed Principles for Responsible Investing(PRI). As a member of the Old Mutual Group, Old Mutual Investment Group is committed to applying these principles in our investment and ownership practices, in a manner that is consistent with the Old Mutual Investment Group Responsible Investment Guidelines and in line with the principles outlined in the Code for Responsible Investing in South Africa (CRISA).

As a long-term investor, we understand the sustainability imperative and its role in changing the competitive landscape of every industry. We believe that companies that are able to respond to this trend and innovate early will reap the benefits of stronger growth prospects, enhanced operating efficiencies, stronger social license to operate, enhanced staff retention, lower cost of capital and, ultimately, stronger and longer competitive advantage.

Consequently, we believe that incorporating environmental, social and governance(ESG) factors into our investment and ownership decisions will support the pursuit of superior risk-adjusted returns for our clients.

Not only does this make sound business sense, but as the custodian of our shareholders’ and beneficiaries’ long-term futures, it is also the right thing to do.

Our pledge to responsible investment is summarised in our Responsible Investment Guidelines, which commit Old Mutual Investment Group to :

  • the integration of ESG factors into investment decisions;
  • acting as a responsible steward of assets; playing an active responsible investment leadership role in South Africa; managing conflicts of interests; collaborating with co-investors on material ESG issues; and annual disclosure regarding our responsible investment progress.



 PRI Montreal Pledge