Investors increasingly wish to have a say in how companies in their portfolios are managed. Particularly when it comes to environmental, social and corporate governance (ESG) issues. Robeco enables institutional investors to meet their fiduciary responsibility to address these ESG issues and become active owners of listed companies. An effective active ownership program consists of voting and engagement. Robeco votes at shareholder meetings and engages with the senior management of listed companies to address ESG issues on behalf of its clients.
View Active Ownership Brochure
View Active Ownership Factsheet
As we vote at about 5,000 shareholder meetings each year, we focus on high-profile cases such as remuneration, mergers & acquisitions, significant holdings, companies under engagement, and ESG issues. For these agenda items we use a proprietary assessment framework. In addition, we analyze voting research, gather input from investment managers and review sustainability reports, annual reports and news items.
View the voting season highlights
In our engagement program we focus on financially material sustainability themes and the elimination of severe breaches in the areas of human rights, labor, environment and bribery & corruption. We set concrete, measurable objectives. Our engagements typically run over a three-year period, during which we track progress and report the results in terms of the engagement objectives.
Active Ownership forms a key component of Robeco’s sustainability investing proposition, and we increasingly reap the benefits or integrating it into our investment process.
View the 2017 Active Ownership report
While voting and engagement are the responsibility of Robeco’s Active Ownership team in Rotterdam, the team works closely together with sustainability investing analysts and portfolio managers in Robeco offices around the world. This gives us a truly global approach for truly global issues. The quality of our approach was confirmed in the UN PRI assessment, where we attained the highest possible score (A+) for active ownership.
Engaging with companies on the most material sustainability issues enhances their competitiveness and profitability, and generates measurable benefits for investors, companies and society as a whole.
Robeco recognizes that the regulatory environment and policy setting of the countries in which we invest, are a crucial factor for companies to be able to support their sustainability commitments. Policymakers play a crucial role in creating a level playing field for companies operating in different geographic markets and they have the power to both re-balance and upset this playing field. Acknowledging principle 5 of the UN PRI, Robeco engages collectively, through the investor associations of which Robeco is a member, on matters of public policy related to the promotion of ESG.
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 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/Robeco Switzerland 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 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.