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        Responsible Investment Report 2025Managing unseen risk and opportunity through
        a sustainable lens

      Why sustainable investment matters to long-term value

      Sustainability is fundamentally reshaping how companies compete and endure. Businesses that adapt early, innovate responsibly and earn their social licence are better positioned to unlock long-term value through stronger growth prospects, greater operational efficiency, enhanced talent retention, lower costs of capital and more durable competitive advantage.We believe that integrating ESG insight into investment and ownership decisions supports superior risk-adjusted outcomes – not by following trends, but by seeing what traditional analysis alone can miss.
      Our Approach to Responsible Investing

      As a signatory to the United Nations-backed Principles for Responsible Investing (PRI), Old Mutual Limited aligns its investment and ownership practices with global best standards and local responsibility, including the Code for Responsible Investing in South Africa (CRISA).

      Our responsible investing approach is designed to protect and grow long-term value for clients while contributing positively to the communities and environments in which we operate. It is built on three integrated components that reinforce one another across the investment lifecycle.

      • ESG Integration: Integrating material environmental, social and governance (ESG) risks and opportunities into all our investment decision-making processes.
      • Stewardship: Being responsible stewards of the assets that we already own on behalf of our clients.
      • Investing for a green economy: Providing investors with a choice of investment products that deliver green economy outcomes.

      By being responsible investors, we aim to positively impact the often overlooked communities and environments in which we operate.

      Responsible Investing      Embedding ESG where it matters most

      ESG integration helps us identify risks and opportunities that may not yet be reflected in prices. Because ESG factors vary across sectors and regions, our approach ensures that all material ESG considerations are assessed throughout the investment lifecycle – from research and valuation to portfolio construction and stewardship.

      Integration is tailored by asset class and investment philosophy, guided by Old Mutual’s Responsible Investment Guidelines, allowing teams to apply insight with discipline and relevance rather than prescription.

      ESG Integration      Influencing ownership to strengthen outcomes

      Stewardship is how we actively protect and enhance long-term value. We define it as the responsible management of assets on behalf of our clients – reducing risk, improving governance and encouraging sustainable business practices.

      This includes active proxy voting, constructive engagement with company management and collaboration with regulators and industry bodies to support market stability, responsible investment and green economic growth. Stewardship is not passive oversight; it is ongoing, informed and purpose-driven.

      Proactive responsible ownership

      As responsible owners, we engage proactively with company boards on material ESG issues. Our stewardship activities for locally listed companies are guided by our Listed Equity Stewardship Guidelines, while global assets follow Russell Investments’ Proxy Voting Guidelines.

      Through voting and engagement, we seek to strengthen governance, improve disclosure and support sustainable long-term performance for companies and clients alike.

      Stewardship      Backing the transition for greener economy

      We define green economic growth as growth that is socially inclusive, low carbon and resource efficient. We believe this transition is central to long-term economic resilience and investment opportunity.

      Our sustainability-focused funds provide investors with access to portfolios designed to support specific green economy outcomes – aligning capital with progress while remaining disciplined about risk and return.

      Our sustainability funds target specific green economy outcomes.      Clear standards applied with accountability

      Our investment and ownership practices are guided by clear policies and globally recognised frameworks. These documents provide transparency on how we integrate ESG insight, exercise stewardship and align with both international principles and South African regulation – ensuring accountability in how we manage capital on behalf of our clients.

      Policies & Guidelines      Transparency that builds trust

      Our annual disclosures provide a detailed view of responsible investing in practice. From proxy voting and engagement to ESG integration across listed and unlisted assets, these reports demonstrate how stewardship and sustainability are applied consistently over time – reinforcing our commitment to long-term value creation and accountability.

      Annual Disclosures