To answer the many questions that financial professionals may have about the 17 SDGs and investing in them, Robeco has created its third educational module in the ‘Essentials’ series – the Essentials of the SDGs.
Its six chapters explain everything you need to know about the goals as a concept and an investment opportunity, with a test at the end to enhance the learning experience. The module is delivered using clear language, charts, videos and case studies. For those interested, passing this test can be used as part of Continuous Professional Development (CPD), which is recognized by the major certification bodies such as the CII, CISI, FPA, IBF and FPSB.11
A UN initiative
So, why now the SDGs? This major initiative launched by the UN in 2015 has since attracted billions of investment capital into strategies that target one or more of the goals. The SDGs themselves range from ending poverty and inequality, to combatting climate change, making industrial and agricultural production more sustainable, and improving global health and well-being.
They present major business opportunities because companies produce goods and services that can contribute to the SDGs, both positively and negatively. Investors use models to assess what these contributions are. As it is vital to measure the impact that is actually being made on the ground, it is important to understand which assumptions and metrics are included in different models.
Once the assessments are completed, asset managers including Robeco have created strategies that make it possible to invest in these companies. This can be done through equity or credits portfolios that target the SDGs themselves, or more thematic strategies that target a related theme, such as renewable energy. Green bonds are another important investment avenue.
Real examples
Essentials modules always include case studies showing how it is done in real life. Examples include investments in projects to improve people’s lives in sub-Saharan Africa, replacing fossil fuel production with renewable energy, and using active ownership to engage with companies to raise food standards.
It’s a fascinating subject – so if you’re still in the dark about this growing investment opportunity, take the course now.
The Essentials of SDGs
Educational module for investment professionals
Important information
The contents of this document have not been reviewed by the Securities and Futures Commission ("SFC") in Hong Kong. If you are in any doubt about any of the contents of this document, you should obtain independent professional advice. This document has been distributed by Robeco Hong Kong Limited (‘Robeco’). Robeco is regulated by the SFC in Hong Kong. This document has been prepared on a confidential basis solely for the recipient and is for information purposes only. Any reproduction or distribution of this documentation, in whole or in part, or the disclosure of its contents, without the prior written consent of Robeco, is prohibited. By accepting this documentation, the recipient agrees to the foregoing This document is intended to provide the reader with information on Robeco’s specific capabilities, but does not constitute a recommendation to buy or sell certain securities or investment products. Investment decisions should only be based on the relevant prospectus and on thorough financial, fiscal and legal advice. Please refer to the relevant offering documents for details including the risk factors before making any investment decisions. The contents of this document are based upon sources of information believed to be reliable. This document is not intended for distribution to or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Investment Involves risks. Historical returns are provided for illustrative purposes only and do not necessarily reflect Robeco’s expectations for the future. The value of your investments may fluctuate. Past performance is no indication of current or future performance.