Ninety One launches EM equity strategy focused on engagement

Asset management company Ninety One has launched a new investment strategy aimed at equity assets in emerging markets (EM). The new EM Sustainable Equity strategy is structured on pockets of growth resulting from a shift to a more sustainable economic trajectory. These include climate solutions, digital infrastructure and financial inclusion. According to Ninety One, the strategy involves identifying companies leading the curve in these areas and engaging with them to improve their sustainability footprint. Juliana Hansveden, portfolio manager, EM sustainable equity, at Ninety One said: “Our strategy has a differentiated lens on long-term potential, which allows time to engage with companies to improve sustainability outcomes. We set goals on an individual holding covering areas such as net-zero commitments and seek to drive improvement in the companies’ management of material externalities. We believe that this active engagement alongside a bottom-up, high conviction approach, results in superior outcomes.”