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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.

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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 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.

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/RobecoSAM 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/RobecoSAM 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.

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