Our Story – Institutional

We are specialist investment managers

Whether you need to preserve your capital or create wealth in the long term, our teams of investment specialists can help you achieve your goals.

OUR HISTORY

We are proud of our South African heritage and the legacies of our founders. 

STANLIB was founded in 2002 as a joint venture between Standard Bank and Liberty Life. Standard Bank of SA was formed in 1862 and Liberty Life in 1957. The later establishment of Liberty Asset Management in 1969 is a pivotal milestone and represents the start of one of the largest asset managers in South Africa.

Since our inception, we have grown our capabilities to meet the needs of our clients over time and offer alternative ways to achieve investment growth and capital preservation. In 2009, we established a successful Credit Alternatives business (initially within Liberty) and shortly after our infrastructure capability was formed to enable investors access to infrastructure projects within South Africa and Africa. In 2016, we launched STANLIB Index Investments, extending our then passive investment capability. More recently, we are proud to have launched INN8, a truly digital offshore platform.

STANLIB’s achievements and milestones since formation in 2002 continue to shape our business and we remain steadfast in our commitment to protect and grow our clients' wealth and savings over the long term.

Principles
View principles

Policies
Voting policy

Reporting

Proxy voting records

Stewardship Reports

Annual stewardship report 2021

Annual stewardship report 2020

Annual stewardship report 2019

Our approach to responsible investing

Our clients have entrusted us with their wealth and savings to deliver long-term returns through the protection and growth of their capital. STANLIB believes that Environmental, Social and Governance (ESG) is a material consideration in delivering risk adjusted returns to our clients and that as active owners we have the ability to influence corporates and entities that we invest in to incorporate ESG factors, thereby making for sustainable businesses.

We are signatories to UNPRI and endorsers of the CRISA code and we seek to follow principles set out in these codes.

STANLIB’s Responsible Investing principles provide our team with an overarching guide or approach. Each STANLIB investment team adopts their own detailed methodology to integrate ESG into their investment process.

Consideration of Sustainability Risks
The STANLIB Multi-Manager team incorporates environmental, social and governance (ESG) factors into the following processes: manager research, operational due-diligence processes and portfolio management, layered with a robust overall investment governance framework. This is detailed in the STANLIB Multi-Manager ESG Policy.

The STANLIB Credit Alternatives team believes that incorporating ESG factors into the assessment of suitability produces better investment outcomes, improves the return of underlying investments and is necessary to effectively manage risk in the funds they manage. This is detailed in the STANLIB Credit Alternatives ESG Policy.

Sustainability adverse impacts
The Investment Manager does not currently consider the adverse impacts of investment decisions on sustainability factors or issue a statement on their websites in relation to the due diligence policies with respect to those impacts. This is pending the adoption of final regulatory technical standards by the European Commission pursuant to Article 4(6) of SFDR, which shall set out detailed requirements in relation to the content, methodologies and presentation of information sustainability indicators in relation to adverse impacts on the climate and other environment‐related adverse impacts. Following the adoption and coming into force of such regulatory technical standards, currently expected to be from 1 January 2022, the Investment Manager will reconsider this position in relation to the publication of adverse impacts in respect of each Fund and, if it determines to provide such information, shall notify investors accordingly.

Remuneration Policy
STANLIB has reviewed its remuneration policy and is satisfied that it meets the requirements of SFDR.