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2017 Annual Values Report: How our capital is creating impact and making progress towards the SDGs

We believe that applying ethical, social and environmental values to each investment decision builds a better world and helps us generate attractive returns for our investors.

We strive to influence the investment industry to incorporate best practices and work with fund managers and investee companies to improve their Environmental, Social, Governance & Impact (ESG&I) performance. To report on our progress, we publish our annual Values Report.

In the 2017 Values Report, we consolidated the data on 22 IRIS metrics, measuring the impact of over 200 of our portfolio companies across more than 50 countries in Frontier and Emerging Markets. We also included 11 case studies that provide a window into how our capital is creating impact on the ground.

A few highlights from the report include:

  • Sarona is leading the way on how progress towards the SDGs is measured and managed. We have recently signed the Stockholm Declaration alongside leading European investors and government entities, representing over $200bn AUM. Co-led by the UN Global Compact and GRI, and supported by UNPRI, this initiative represents a first-of-its-kind commitment by private and public sector players to work together on setting measurement and reporting standards
  • Sarona evaluates how its investments contribute to the SDGs. We mapped each of our 200+ investee companies’ alignment with the individual Goals and found that we are most closely aligned with Goal 8 (Decent Work and Economic Growth), Goal 16 (Peace, Justice and Strong Institutions) and Goal 5 (Gender Equality)
  • We take a disciplined approach to ESG integration. In 2016, Sarona completed the development of the Social and Environmental Management System to ensure that our investee funds and companies understand the ESG issues and implement best practices
  • Our investments continue to generate economic opportunities and improve lives in local communities. In 2016, Sarona’s portfolio companies employed over 127,000 people, 27% of whom were women; the vast majority of the companies provide high-quality jobs, benefits and working conditions. 85 million people benefitted from our companies’ activities. 100% of the companies are in full compliance with local labour, tax and environmental regulations and two-thirds of the companies have an official policy documenting their commitment to the environment

To read the full report, please click here.

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