Robeco launched a high-conviction strategy that targets the very companies that can bring this low-carbon transition. In this webinar, Chris Berkouwer, Portfolio Manager for RobecoSAM Net Zero 2050 Climate Equities, and Hauke Ris, Co-Head Global Sustainable Equities, outline how this fund selects the leaders in decarbonization and how it fits in investors’ portfolios.
During the webinar they have covered:
The urgency around emission reductions and the transition pathway for investors
How the portfolio looks for facilitators such as equipment suppliers or natural assets
Decarbonization pathways and a bespoke benchmark