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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.

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    Head of Sustainability Integration

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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.

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