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可持续发展目标股票策略

可持续发展目标股票策略

积极为促进实现可持续发展目标作出贡献

要点:

  • 投资于通过促进实现联合国可持续发展目标(SDG)而对社会和环境发挥强大影响力的公司
  • 采用自有SDG框架,有系统地量化企业对实现SDG的贡献
  • 将基本面分析与投资组合的优化过程结合以管理风险

投资理念

我们的投资理念所基于的核心信念,在于相信将环境、社会和治理(ESG)因素整合于纪律严谨且以研究导向的投资过程中,将有利于作出理据更充分的投资决策,并能够在整个经济周期带来更佳的风险调整回报率。

以我们的自有数据和研究为基础,我们识别通过以下方式而具备竞争优势的公司:包括拥有稳健的业务作业、提升效率,以及为社会在未来几十年将面对的多项挑战开发崭新解决方案。

我们奉行长线投资以分析企业的业务模式、市场定位及增长潜力,同时评定其财务表现和估值。根据此基本因素评估,我们寻求发掘具吸引力的投资机会,并由此构建成以投资确信度为本的集中型股票组合。

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投资过程

此策略采用纪律严谨的投资过程,所构建的集中型投资组合既反映投资确信度高的投资机会,也着重减低整体波动性。投资过程包括四个决定步骤:建立能够对社会和环境发挥影响力的初始投资领域;评估企业的可持续发展表现;物色投资机会;及构建投资组合。

我们采用RobecoSAM 自有的SDG框架,根据不同的SDG逐一对应企业的状况,该框架已就各行各业制定具体的关键表现指标(KPI),务求在衡量企业对促进实现SDG的贡献时,确保决策客观一致,并得出量化评分。在筛选公司时以基本面研究为基础,发掘展现强大竞争优势和财务表现稳健的企业,然后运用优化过程构建投资组合,从而精选持股和界定比重,同时确保纳入投资确信度高的投资意念,并分散投资于不同的SDG。

联系我们

如果您想了解更多关于此策略的详情,请联系我们。

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