switzerlanden
Robeco and RobecoSAM get outstanding PRI scores

Robeco and RobecoSAM get outstanding PRI scores

09-08-2019 | Insight

Robeco and RobecoSAM have again achieved outstanding scores for sustainable investing from the UN Principles for Responsible Investment (PRI).

  • Carola van Lamoen
    Carola
    van Lamoen
    Head SI Center of Expertise

Speed read

  • A+ score awarded again for core sustainable investing modules
  • Maximum three stars achieved for core strategy and governance
  • Scores put both companies well above asset management peers
Stay informed on Sustainable Investing with monthly mail updates
Stay informed on Sustainable Investing with monthly mail updates
Subscribe

The PRI’s Assessment Report 2019 awarded Robeco the coveted A+ score for core strategy and governance, along with five other modules. RobecoSAM, our sustainability investing affiliate based in Zurich, was also awarded A+ for core strategy and governance, and for listed equity capability.

Summary Scorecard

Robeco’s scores. Source: PRI

Summary Scorecard

RobecoSAM’s scores. Source: PRI

All these scores put both asset managers well ahead of their peers, with scores well above the investment industry median. In the key strategy and governance category, Robeco and RobecoSAM also gained the maximum possible three stars for four key areas in sustainable investing: objectives and strategies, governance and human resources, promoting RI, and ESG issues in asset allocation. 

The scorecard is compiled by the PRI every year to assess the sustainability credentials of players in the investment industry, in order to promote its key objectives. It has six core principles, led by a commitment to using environmental, social and governance (ESG) factors in the investment process and the use of active ownership to effect change.

Internal audit

Robeco has also conducted an internal audit on the PRI report since 2017 – one of the few asset managers in the world to do so – underlining its thorough approach towards the assessment. As clients and other stakeholders are increasingly scrutinizing the sustainability investing approaches of asset managers, there is a growing demand for accountability and verification. 

Robeco has been a signatory to the principles since 2006, the year they were launched by the PRI, and has integrated ESG into its investment processes since 2010. RobecoSAM became a PRI signatory in 2007. 

“These are great scores which reconfirm Robeco’s leading position on Sustainable Investing,” say Carola van Lamoen, Head of Active Ownership, and Masja Zandbergen, Head of Sustainability Integration. “It is clear that the market is moving as well. We are committed to further developing and enhancing our ESG practices to continue to stay ahead of peers in the industry.”

Logo

Disclaimer Robeco Switzerland Ltd.

The information contained on these pages is for marketing purposes and solely intended for Qualified Investors in accordance with the Swiss Collective Investment Schemes Act of 23 June 2006 (“CISA”) domiciled in Switzerland, Professional Clients in accordance with Annex II of the Markets in Financial Instruments Directive II (“MiFID II”) domiciled in the European Union und European Economic Area with a license to distribute / promote financial instruments in such capacity or herewith requesting respective information on products and services in their capacity as Professional Clients. 

The Funds are domiciled in Luxembourg and The Netherlands. ACOLIN Fund Services AG, postal address: Affolternstrasse 56, 8050 Zürich, acts as the Swiss representative of the Fund(s). UBS Switzerland AG, Bahnhofstrasse 45, 8001 Zurich, postal address: Europastrasse 2, P.O. Box, CH-8152 Opfikon, acts as the Swiss paying agent. The prospectus, the Key Investor Information Documents (KIIDs), the articles of association, the annual and semi-annual reports of the Fund(s) may be obtained, on simple request and free of charge, at the office of the Swiss representative ACOLIN Fund Services AG. The prospectuses are also available via the website www.robeco.ch. Some funds about which information is shown on these pages may fall outside the scope of the Swiss Collective Investment Schemes Act of 26 June 2006 (“CISA”) and therefore do not (need to) have a license from or registration with the Swiss Financial Market Supervisory Authority (FINMA). 

Some funds about which information is shown on this website may not be available in your domicile country. Please check the registration status in your respective domicile country. To view the RobecoSwitzerland Ltd. products that are registered/available in your country, please go to the respective Fund Selector, which can be found on this website and select your country of domicile. 

Neither information nor any opinion expressed on this website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco Switzerland Ltd. product should only be made after reading the related legal documents such as management regulations, prospectuses, annual and semi-annual reports. 

By clicking “I agree” you confirm that you/the company you represent falls under one of the above-mentioned categories of addressees and that you have read, understood and accept the terms of use for this website.

I Disagree