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Impact Equity

Impact Equity

Mobilize capital for a brighter and sustainable future

Key points:

  • High impact: invest in product and service providers with direct and high impact, measured by their contribution to the UN Sustainable Development Goals
  • Long-term value creation: focus on high-impact companies combined with strong fundamentals and attractive valuation
  • Reliable partner: take advantage of the unique and proven long-term experience of RobecoSAM in sustainability and thematic investing

Philosophy

Our investment philosophy is grounded in the core belief that the integration of ESG factors into a disciplined, research-driven investment process leads to better-informed investment decisions and better risk-adjusted returns through an economic cycle.

Building on our proprietary data and research, we identify companies that generate a competitive advantage through sound business practices, efficiency improvements, and the creation of new solutions for the myriad challenges facing society over the coming decades.

Taking a long-term investment perspective, we analyze companies’ business models, market positioning and growth potential, and evaluate their financial performance and valuation. Based on this fundamental assessment, we seek to uncover attractive investment opportunities and implement them in concentrated, conviction-based equity portfolios.

Process

RobecoSAM's Impact Investing strategies apply a disciplined investment process that enables the construction of a concentrated portfolio reflecting high-conviction investment opportunities. We combine extensive proprietary impact and ESG research with rigorous fundamental analysis. The result is a concentrated portfolio of attractively valued companies with a positive social and/or environmental impact.

All of our investment strategies are designed to make a measurable environmental or societal impact. Our Global SDG Equities strategy invests in companies that contribute towards achieving the UN Sustainable Development Goals (SDGs). Our Global Gender Equality Impact Equities strategy invests in companies which are leaders in elevating women and diversity, reducing inequalities and providing an environment in which all employees can flourish.

Team

Our impact strategies are managed by an experienced group of investment professionals within an organization which is fully committed to sustainable investing. The team consists of more than 15 portfolio managers and researchers dedicated solely to sustainable investing, research and development.

Subjects related to this strategy are:

Related strategies

Disclaimer

BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.

What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:

  • who holds an Australian Financial Services License
  • who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
  • that is a body regulated by APRA other than a trustee of:
    (i) a superannuation fund;
    (ii) an approved deposit fund;
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme.
    within the meaning of the Superannuation Industry (Supervision) Act 1993
  • that is a body registered under the Financial Corporations Act 1974.
  • that is a trustee of:
    (i) a superannuation fund; or
    (ii) an approved deposit fund; or
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme
    within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.
  • that is a listed entity or a related body corporate of a listed entity
  • that is an exempt public authority
  • that is a body corporate, or an unincorporated body, that:
    (i) carries on a business of investment in financial products, interests in land or other investments; and
    (ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes.
  • that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.
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