As a Catalyst of Change, we are driven by a deep-seated conviction to create meaningful transformation - not by waiting, but by actively shaping the future. We believe true progress lies in the everyday practice of our values, not just in meeting compliance. In our business, women do not just have seats at the table - they lead, hold ownership and shape strategy. As a trusted custodian of our clients’ assets, a key economic player, and a significant employer, we are dedicated to fostering an inclusive, equitable, and sustainable future - driving the change we want to see in the world.
Our focus on empowering women translates into tangible, day-to-day actions. We are dedicated to cultivating an environment where women not only thrive but lead, shaping the future of our industry.
- We are breaking barriers in investment, with women representing a significant ownership percentage
- Our workforce reflects our commitment to gender diversity
- We believe in the power of diverse insights and that women bring a crucial lens to financial markets
Focused on real impact
For us real change is about more than meeting quotas. Our commitment to transformation is demonstrated by our 65% black ownership because we believe in driving meaningful change.
- Our Black ownership underscores our dedication to equitable economic participation
- Our Executive Committee leads by example in driving transformation
- We are dedicated to gender diversity at the executive level
Beyond targets
We invest with purpose, prioritising the well-being of our people, our country, and our planet. Our integrity and dedication to responsible investment have earned us the title of best ESG responsible investor in Africa.
- Our ESG funds reflect the increasing importance of responsible investing and our expertise in this area
- We offer sustainability-focused portfolios managed by experienced teams dedicated to delivering both financial returns and positive impact
- Our awards to date highlight our consistent dedication and innovative approach to responsible investment
Our purpose-driven investment approach
To actively cultivate a truly diverse workforce across our organisation, we have established a dedicated transformation subcommittee, comprised of executive members. This committee champions our broad-based transformation agenda, driving impactful change through four strategic pillars designed to make a meaningful difference both internally and within the broader community.
To advance our employees and bring a greater level of diversity into our leadership structures, we drive the progression of talented black and female professionals into middle and senior management positions. We do this, in part, through our long-term leadership development programme and through formal and informal mentorship.
As an investment manager, it is crucial that we attract and retain exceptional and diverse investment talent. Our Investment Analyst Development programme aims to equip young professionals to work in the asset management industry. This comprehensive programme includes mentorship, on-the-job assignments and formal training. We also proactively seek to procure goods and services from B-BBEE enterprises and suppliers, with a specific focus on stockbrokers.
Black ownership and shareholding
Old Mutual Investment Group’s shareholders are Old Mutual Investments (wholly owned by Old Mutual Ltd), senior management and investment staff and the Imfundo Trust. Our shareholder structure facilitates senior management and investment employees owning equity within our business. As most of our senior management and portfolio managers are black, there is a significant level of black ownership within our business. Our ownership structure is truly broad based and we are committed to achieving majority black ownership of our business.
As active stewards of our clients’ capital, we regularly engage investee companies to influence their transformation agenda. Our proxy voting records also illustrate the various transformation issues we champion. These include board composition and the configuration of B-BBEE transactions, strategies and succession planning.
Our Score
We are certified as a broad-based black economic empowerment (B-BBEE) Level 1 contributor on a scale of level 8 to level 1 (with level 1 being the highest possible rating). Download our latest B-BBEE Certificate.