Robeco gets top scores in PRI assessment

Disclaimer Robeco Switzerland Ltd.

The information contained on these pages is solely for marketing purposes.

Access to the funds is restricted to (i) Qualified Investors within the meaning of art. 10 para. 3 et sequ. of the Swiss Federal Act on Collective Investment Schemes (“CISA”), (ii) Institutional Investors within the meaning of art. 4 para. 3 and 4 of the Financial Services Act (“FinSA”) domiciled Switzerland and (iii) Professional Clients in accordance with Annex II of the Markets in Financial Instruments Directive II (“MiFID II”) domiciled in the European Union und European Economic Area with a license to distribute / promote financial instruments in such capacity or herewith requesting respective information on products and services in their capacity as Professional Clients.

The Funds are domiciled in Luxembourg and The Netherlands. ACOLIN Fund Services AG, postal address: Leutschenbachstrasse 50, CH-8050 Zürich, acts as the Swiss representative of the Fund(s). UBS Switzerland AG, Bahnhofstrasse 45, 8001 Zurich, postal address: Europastrasse 2, P.O. Box, CH-8152 Opfikon, acts as the Swiss paying agent.

The prospectus, the Key Investor Information Documents (KIIDs), the articles of association, the annual and semi-annual reports of the Fund(s) may be obtained, on simple request and free of charge, at the office of the Swiss representative ACOLIN Fund Services AG. The prospectuses are also available via the website https://www.robeco.com/ch.

Some funds about which information is shown on these pages may fall outside the scope of CISA and therefore do not (need to) have a license from or registration with the Swiss Financial Market Supervisory Authority (FINMA).

Some funds about which information is shown on this website may not be available in your domicile country. Please check the registration status in your respective domicile country. To view the Robeco Switzerland Ltd. products that are registered/available in your country, please go to the respective Fund Selector, which can be found on this website and select your country of domicile.

Neither information nor any opinion expressed on this 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 Switzerland Ltd. product should only be made after reading the related legal documents such as prospectuses, annual and semi-annual reports.

By clicking “I agree” you confirm that you/the company you represent falls under one of the above-mentioned categories of addressees and that you have read, understood and accept the terms of use for this website.

A score of 93% or above was achieved for the seven main categories in the annual assessment of global asset managers by the UN PRI, with two receiving the maximum 100%. Robeco’s expertise in integrating sustainability into direct listed equity and fixed income investment strategies were among those recognized for the top ranking.

Robeco has now been awarded top scores in varying PRI assessments for over a decade, cementing its place as a world leader in sustainable investing, as a pioneer of the style with the launch of Europe’s first SI strategy in the mid-1990s.

“We are pleased to once again gain top scores across all assessed modules in the 2024 PRI Annual Assessment,” says Carola van Lamoen, Head of Sustainable Investing at Robeco. “This is testament to our SI leadership, and the excellent integration work of our investment teams.”

Over 90% in all seven modules

Robeco received 100% scores for the direct fixed income securitized investment strategies and confidence building measures modules in the report. Direct fixed income for corporate and SSA products both received 97%, while the policy for governance and strategy module was awarded 95%. Robeco’s direct listed equity offerings for active fundamental and active quant products both got a score of 93%. All were awarded the maximum five stars for scores above 90%.

Robeco was one of the earliest members of the PRI, launched in 2006 to promote sustainable investing around the world. It uses six core principles that range from integrating environmental, social and governance (ESG) factors into the investment process – which Robeco has done since 2010 – to using active ownership and reporting on progress.

More than 5,000 asset managers, asset owners and other financial firms with a combined USD 128 trillion in assets under management now belong to the PRI.