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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

Important legal information

The content displayed on this website is exclusively directed at qualified investors, as defined in the swiss collective investment schemes act of 23 june 2006 ("cisa") and its implementing ordinance, or at “independent asset managers” which meet additional requirements as set out below. Qualified investors are in particular regulated financial intermediaries such as banks, securities dealers, fund management companies and asset managers of collective investment schemes and central banks, regulated insurance companies, public entities and retirement benefits institutions with professional treasury or companies with professional treasury.

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Representative in Switzerland of the foreign funds registered with the Swiss Financial Market Supervisory Authority ("FINMA") for distribution in or from Switzerland to non-qualified investors is ACOLIN Fund Services AG, Affolternstrasse 56, 8050 Zürich, and the paying agent is UBS Switzerland AG, Bahnhofstrasse 45, 8001 Zürich. Please consult www.finma.ch for a list of FINMA registered funds.

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