Resource efficiency themes equity
Trends equities

Resource efficiency themes equity

Challenges and opportunities arising from long-term global trends

Key points:

  • RobecoSAM has five resource efficiency themes
  • Seeks to identify undervalued companies within the value chain
  • Major drivers include population growth, pollution and increasing consumption of natural resources


Companies that seek and develop solutions that combat dwindling resources exhibit long-term growth potential and are therefore poised to outperform in the long run. Examples are firms that focus on providing clean drinking water in sufficient quantities, waste water treatment and clean energy.


The investment process consists of identifying long-term growth trends and bottom-up stock selection:

  • Long-term global trends: exploring sustainability issues of current and future relevance, providing a snapshot of innovative product segments, new applications or emerging trends.
  • Bottom-up stock selection: identifying those companies within the value chain that are undervalued, and well-positioned to address the challenges and opportunities posed by long-term global trends.

RobecoSAM offers Sustainable Agribusiness, Smart Energy, Healthy Living, Smart Materials and Sustainable Water strategies.

Trends investing
Trends investing

Exploiting the behavioral biases

Find out more


The investment team consists of portfolio managers and seven equity analysts whose research focuses on those industry sectors. The team also benefits from the insights and expertise of seven sustainability investing (SI) analysts.

Get in touch with us

Contact us if you would like to know more about this strategy.


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.

The contents, however, are not intended for non-qualified investors. By clicking "I agree" below, you confirm and acknowledge that you act in your capacity as qualified investor pursuant to CISA or as an “independent asset manager” who meets the additional requirements set out hereafter. In the event that you are an "independent asset manager" who meets all the requirements set out in Art. 3 para. 2 let. c) CISA in conjunction with Art. 3 CISO, by clicking "I Agree" below you confirm that you will use the content of this website only for those of your clients which are qualified investors pursuant to CISA.

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 Robeco Switzerland AG, Josefstrasse 218, 8005 Zürich, and the paying agent is UBS Switzerland AG, Bahnhofstrasse 45, 8001 Zürich. Please consult for a list of FINMA registered funds.

Neither information nor any opinion expressed on the 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/Robeco Switzerland AG product should only be made after reading the related legal documents such as management regulations, articles of association, prospectuses, key investor information documents and annual and semi-annual reports, which can be all be obtained free of charge at this website, at the registered seat of the representative in Switzerland, as well as at the Robeco/Robeco Switzerland AG offices in each country where Robeco has a presence. In respect of the funds distributed in Switzerland, the place of performance and jurisdiction is the registered office of the representative in Switzerland.

This website is not directed to any person in any jurisdiction where, by reason of that person's nationality, residence or otherwise, the publication or availability of this website is prohibited. Persons in respect of whom such prohibitions apply must not access this website.

I Disagree