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.

How SI works

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.