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Green Bonds

Green Bonds

Investing in green bonds to create long-term positive environmental impact

Key points:

  • Targeted impact investing that benefits the environment
  • Proprietary green bonds framework to determine portfolio eligibility
  • Combines our capabilities in global fixed income and sustainable investing

Philosophy

The strategy aims to create positive environmental impact, whilst generating outperformance relative to its underlying benchmark, the Bloomberg Barclays MSCI Global Green Bond Index, over the long run.

The underlying investment philosophy is based on the segmentation of fixed income markets and how they are not perfectly synchronous. Fear and greed cycles overshoot, creating dislocations in valuation and risk premiums. We believe that we can discover and exploit these market inefficiencies.

Process

The strategy uses a proprietary five-step bond selection framework to determine the eligibility of green bonds and to ensure that these are in line with the most recent regulatory developments on sustainable finance. It is designed to ensure that only those green bonds that adhere to internationally accepted principles for green bonds, and which truly have an impact, are eligible for the portfolio.

Once the universe of eligible green bonds is determined, a fundamental analysis is applied, relying on the disciplined and repeatable investment process used by the Robeco Fixed Income team.

The Green bonds strategy is actively managed with a diversified exposure to the global green bond market. It exploits both active interest rate and credit strategies by investing in green bonds issued by governments, government-related agencies and corporates.

Greening the bond market
Greening the bond market

Green bond issuance has developed healthy momentum over recent years.

Read the insight

Team

The strategy is managed by a team of global fixed income and sustainability specialists that has experience in the green bond market since 2013.

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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. 

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. 

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