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Gender Equality Impact Equity

Gender Equality Impact Equity

Strength in diversity

Key Points

  • Creates shareholder value and social impact through investments in gender equality
  • Applies disciplined approach that integrates proprietary gender scores into company valuations
  • Contributes to SDG 5, gender equality, and SDG 8, decent work and economic growth

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

The strategy applies a systematic, bottom-up stock selection process that combines extensive proprietary ESG research with rigorous fundamental analysis into gender equality indicators. The result is a concentrated portfolio of attractively valued companies with a positive social impact.

Sustainable universe
The starting universe focuses on companies with a strong sustainability profile and the best performance based on proprietary gender equality research.

Idea generation & investment recommendation
Sustainability research into the most material gender equality factors is integrated into a structured, bottom-up research process.

Portfolio construction
The portfolio manager’s decisions result in the creation of a high-conviction portfolio of companies with attractive valuations, sound economic fundamentals and strong responsibility toward gender equality.

Team

The investment team analyzes sector trends, identifies investment opportunities and conducts fundamental research on companies. It closely interacts with SI research to conclude their investment decisions. Portfolio managers finally construct the portfolios and constantly monitor their exposures.

The team of SI Analysts assess the gender performance of companies and continuously develop the gender methodology.

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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. 

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