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Sustainability investing equities

Sustainability investing equities

Making better informed investment decisions

Key points:

  • Robeco has incorporated ESG criteria as part of the investment process since 1999
  • Top A+ / A  scores in 2014-2017 UN PRI assessments
  • At the forefront of a growing movement: AUD 138 bln in ESG integrated assets (June 2017)

Philosophy

Robeco is committed to sustainability and it forms an explicit part of our strategy. We believe that:

  • Sustainability is a long-term driver for change in financial markets
  • Integrating financially material ESG information improves risk-return ratios
  • Active ownership practices such as voting and engagement create additional value

Process

We tailor our ESG approach to the character of each investment strategy. In our fixed income investment processes, sustainability scores are a good indicator of downside risk. In our equity investment processes, we also focus on issues that can affect a company's value drivers such as sales growth and profit margins. All of our quantitative equity portfolios’ sustainability scores must be at least as high as those of their reference indexes. We ensure they achieve this without it affecting their risk-return profile.

Team

Robeco has access to research from leading sustainability specialists, such as our sister company RobecoSAM. Our dedicated Active Ownership team maintains an active dialogue with some 200 companies a year on financially material themes. They also vote at around 5,000 shareholder annual general meetings.

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.
I Disagree