Sanlam Investments

🚧 We’re not just building infrastructure, we’re rebuilding futures In this Business Day op-ed, Kamogelo Leeuw, our Portfolio Manager: Property at Sanlam Alternative Investments writes about the two models this high-impact team is employing to create meaningful impact in the country. "We are challenging the architecture of investment in South Africa. Public-private-partnerships have evolved to include "purpose". And our invest-own-operate-transfer (IOOT) model serves as our instrument to achieve this. By aligning public intent, private capital and purpose-driven delivery, we do more than build assets; we transform generations." Read more here: http://bit.ly/43unQKG #ImpactInvesting #AffordableHousing #PPP #GenerationalImpact #RetirementWithReturn

Empowering growth – highlights from Sanlam SMME Collective Our SMME conference at the Sandton Convention Centre kicked off with a palpable mood: of celebration, support and connection. Phuti Senyatsi, Senior Portfolio Manager in the Sanlam Alternative Investments: SME debt team, presented on an impactful panel that highlighted the importance of unlocking capital for growth in South African small‐ and medium‐enterprises. It was a powerful reminder of the vital role SMEs play in our economy – and of the concrete ways we can help them scale and thrive. Because we know that SMEs are the backbone of job creation, innovation and inclusive growth in South Africa. Through platforms such as this, we reaffirm our commitment to not just investing capital, but unlocking opportunity, capability and networks for real impact. – with Steven Rosenberg, Robert McJannet, Nolan Ess, Seapei Mafoyane and Olwethu Masuku CA(SA) #SanlamSMMECollective #ReturnOnOpportunity #ReturnOnHumanity

The UN’s Sustainable Development Goals are more than numbers. They’re a shared blueprint for the future. We align with 13 of the 17 goals, ensuring every decision goes beyond financial returns to create meaningful impact for people, communities and the planet. Explore how our SDG alignment drives real change: https://bit.ly/4nAADn7 #SanlamInvestments #InvestWithImpact #SustainableFinance #SustainableInvestments #SDG

🚨🌍𝐓𝐢𝐭𝐥𝐞 𝐒𝐩𝐨𝐧𝐬𝐨𝐫𝐬𝐡𝐢𝐩 𝐀𝐧𝐧𝐨𝐮𝐧𝐜𝐞𝐦𝐞𝐧𝐭🌍🚨 Sanlam Investments has reaffirmed its commitment to Africa’s sustainable transformation by renewing its 𝐓𝐢𝐭𝐥𝐞 𝐒𝐩𝐨𝐧𝐬𝐨𝐫𝐬𝐡𝐢𝐩 𝐨𝐟 𝐭𝐡𝐞 𝐀𝐟𝐫𝐢𝐜𝐚’𝐬 𝐆𝐫𝐞𝐞𝐧 𝐄𝐜𝐨𝐧𝐨𝐦𝐲 𝐒𝐮𝐦𝐦𝐢𝐭 (𝐀𝐆𝐄𝐒) 𝐟𝐨𝐫 2026. This renewed partnership underscores a shared mission: to connect global capital with Africa’s most impactful green and blue economy projects! Together, Sanlam Investments and AGES are driving investment into renewable energy, water security, waste reduction, oceans, biodiversity and climate finance. Since its inception in 2023, AGES has facilitated over US$8.7 billion in green investments across the continent, linking project developers, financiers, policymakers and entrepreneurs who are reshaping Africa’s development trajectory. "𝑨𝒇𝒓𝒊𝒄𝒂 𝒔𝒕𝒂𝒏𝒅𝒔 𝒂𝒕 𝒕𝒉𝒆 𝒇𝒓𝒐𝒏𝒕𝒍𝒊𝒏𝒆 𝒐𝒇 𝒄𝒍𝒊𝒎𝒂𝒕𝒆 𝒄𝒉𝒂𝒏𝒈𝒆 𝒂𝒏𝒅 𝒕𝒉𝒆 𝒇𝒓𝒐𝒏𝒕𝒊𝒆𝒓 𝒐𝒇 𝒐𝒑𝒑𝒐𝒓𝒕𝒖𝒏𝒊𝒕𝒚" says Carl Roothman, CEO of Sanlam Investments. As a leading asset manager championing impact-driven finance, Sanlam Investments brings deep experience in renewable energy, blue finance and circular industries, having co-financed landmark projects such as the Impofu Wind Farm Cluster (1.1 GW) and pioneering investments through Climate Fund Managers and its Blue Finance Strategy. Building on three years of partnership, Sanlam continues to champion Africa’s just transition: mobilising green finance, enabling innovation, and connecting investors with climate-smart projects across the continent. 🌐Discover more about this longstanding and impactful partnership here: https://lnkd.in/dKTMWvpJ #AGES2026 #GreenEconomy #sustainability #ClimateAction

Climate change is not a distant threat. It is shaping the world we live in right now. 🌍 We are acting urgently by setting 4 climate milestones that guide our decisions: 1. Active ownership for climate action: We engage investee companies on climate issues and collaborate with investor platforms like Climate Action 100+ . 2. Integrating climate into investment decisions: We factor in climate risks and opportunities, using ESG data, and disclosing carbon metrics where relevant. 3. Investing in climate solutions: We partner with Climate Fund Managers (CFM) to support funds addressing climate change impacts. 4. Backing renewable energy: We invest in energy projects via the Sustainable Infrastructure Fund. Discover how we’re turning commitment into measurable action: https://bit.ly/3KvWGwA #SanlamInvestments #ClimateAction #InvestWithImpact #SustainableInvestments

The choices we make today shape the world our children will inherit. That's why we’re committed to accelerating the shift to a low-carbon future. Through targeted investments in renewable energy and sustainable infrastructure, we’re helping reduce environmental impact, creating ripples that support long-term resilience for both our clients, communities and the planet. 🔗 Learn more: https://bit.ly/3KvWGwA #SanlamInvestments #SustainableFinance #InvestWithImpact #SustainableInvestments

"As a sustainability-driven asset manager, our purpose is to create long-term sustainability for investors – but also for future generations and our planet. We leverage strategic partnerships to create bespoke opportunities for clients, ensuring that our global reach translates into meaningful, customised investment experiences. Our partnership with CFM since 2017, enables us to respond to the world’s urgent climate crisis, particularly in developing economies. We are proud to have facilitated this innovative and landmark financing model for the close of CI2 and look forward to the impact these funds will have for those who need it most,” says Mark Moorhouse. With Steven Rosenberg, Pawan Singh, Todd Micklethwaite

The rand, bonds and bright spots for SA. Not just good news – it’s hard-earned progress. "Optimism is a rare commodity in financial markets, yet South Africa currently finds itself in an unexpectedly favourable position. The rand, local bonds and key commodities have all shown resilience, defying the subdued expectations that marked the start of the year," our Head of Fixed Income Strategy and portfolio manager, James Turp discusses in this Business Day TV interview. Few would’ve predicted this kind of resilience in South Africa’s markets, but with R164 billion in foreign bond inflows year-to-date, a strengthening rand and the SARB doubling down on its credibility by targeting 3% inflation, it is a noteworthy moment, says James. "South Africa’s challenges remain, growth is weak, unemployment is high, and external risks persist. But there are genuine bright spots. The path ahead won’t be linear, but the evidence suggests that the outlook for the rand, bonds, and investor confidence is stronger today than many would have believed just months ago."Watch the full interview here: 📎 https://lnkd.in/dmcxjAdh

Global tensions and volatility are reshaping markets. In 2025, the VIX (Volatility Index) spiked above 50, reminding us that disciplined risk management is key to resilience. When capital is preserved during volatile periods, it remains available for the green infrastructure, climate solutions and environmental projects our planet desperately needs. 🔗 Read James Turp’s insights on managing volatility for long-term impact: https://bit.ly/42XStrN/ #SanlamInvestments #RiskManagement #SustainableInvesting #ESG

By 2050, we’ll need the resources of three planets to sustain our current way of life. 🌍 That’s why decisive, shared action is critical. To address these urgent issues, we focus on three priority areas for sustainable investing: ✅ Tackling climate change ✅ Preventing biodiversity loss ✅ Protecting human rights Explore why these areas matter and how we’re investing to create a long-lasting ripple effect: https://bit.ly/48L4GDS #SustainableInvesting #ImpactInvesting #ClimateAction #SanlamInvestments