Thematic Investing

We believe in the power of disruption from evolving demographics, technological advances and regulatory developments. Even as the human brain vastly underestimates the exponential growth of trends and their long-term impact, constant change defines our socioeconomic environment. By recognizing high-return industries that are positively affected by these changes and that offer attractive possibilities for new capital, we can identify and invest in those companies that are likely to be long-term, structural winners. But what does it actually take to create the long-term value so concentrated in a small number of companies and industries?

For nearly a quarter century, Robeco has been at the forefront of thematic investing – sensing early on the building under-currents of trends and their powerful potential for re-shaping business and society.

Our first thematic product was launched already in 1998 and over the next two decades, effective collaboration between Robeco’s in-house investment teams, has enabled the development of a diverse range of cutting-edge thematic investment strategies, from disruptive digitalization in finance and retail sectors to confronting environmental destruction and resource scarcity.

Experience honed from decades of investing in equity markets and in key cycles of innovation combine with deep sector knowledge to create an investment team with the skills needed to not only spot the potential of simmering trends but more crucially, effectively monetize their value for investors.