Values Report

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, since 2012, we have been publishing an annual Values Report.

In the 2018 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.

Some highlights of Sarona’s impact in 2017:

  • Companies employed 154,000+ people, over 1/3 were women in full-time roles; the vast majority of the companies provide high-quality jobs, benefits and working conditions
  • 136 million clients benefitted from our companies’ activities
  • 100% of the companies are in full compliance with local labour, tax and environmental regulations
  • 62% have an official policy documenting their commitment to the environment