Insight

SI in transition: The 2026 update of the Big Book of SI

The 2026 update of the SI Big Book reflects a market environment that has shifted dramatically since the last edition. Geopolitical tensions, trade wars and real wars have intensified investor uncertainty and market volatility. Meanwhile, anti-ESG rhetoric has influenced investor sentiment and recast sustainability priorities.

Authors

    Head of Sustainability Integration

Against this backdrop, we refreshed this landmark publication to keep it current with these new realities that are impacting sustainable investing today. We articulate how Robeco is ‘staying the course’ on sustainability while refining our tools and approach.

In this revised edition we outline our criteria for investing in weapons and the defense industry, explain our preference for investing in future transition leaders rather than on strict decarbonization metrics, as well as dispel lingering myths surrounding SI and portfolio performance. We also highlight changes in the SFDR and SI labeling standards.

The SI Big Book remains the ultimate reference for sustainable investing, and this update ensures it stays relevant in a world that is ever evolving. As always, our goal is to equip investors with an up to date, forward looking guide to navigate a changing investment landscape and confidently invest in the transition ahead.

Download the publication

Keep up with the latest sustainable insights

Join our newsletter to explore the trends shaping SI.

Read more

Let's keep the conversation going

Robeco is an international asset manager offering an extensive range of active investments, from equities to bonds.

Read more

Robeco aims to enable its clients to achieve their financial and sustainability goals by providing superior investment returns and solutions.

Important information: This website is prepared and issued in Australia by Robeco Hong Kong Limited (ARBN 156 512 659) (‘Robeco’) which is exempt from the requirement to hold an Australian financial services licence under the Corporations Act 2001 (Cth) pursuant to ASIC Class Order 03/1103. Robeco is regulated by the Securities and Futures Commission under the laws of Hong Kong and those laws may differ from Australian laws. The information on this web page is provided to you because Robeco reasonably believes that you are a "wholesale client" within the meaning of that term under section 761G(4) of the Corporations Act 2001 (Cth) ("Corporations Act") and not any other class of persons. This information is not an advertisement and is not intended to induce retail clients to acquire Robeco products. Retail clients who are interested in Robeco products should contact their financial adviser.