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RobecoSAM wins sub-advisory mandate for newly launched Daiwa SBI Global Electric Vehicle Revolution strategy

  • One of the first electric vehicle strategies domiciled in Japan
  • Raised over USD 1.1 bn in first month
  • Invests in the emerging megatrend of electric vehicles

RobecoSAM, the investment specialist that has focused exclusively on Sustainability Investing (SI) for over 22 years, today proudly announces, that Daiwa SB Investments Ltd. (Daiwa SBI), a major Japanese asset manager, has selected RobecoSAM to be the sub-advisor for the Daiwa SBI Global Electric Vehicle Revolution strategy (the “strategy”).

Daiwa Securities Co. Ltd., one of the leading financial service firms in Asia, is the distribution intermediary for the strategy, which is currently available to Japan domiciled investors. The strategy was launched on January 24, 2018, and as per March 27, 2018, the strategy counted over JPY 143 bn (approx. USD 1.4 bn) in assets.

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Four main investment clusters

The strategy invests globally in companies that benefit from the emerging electric vehicles (EV) revolution, focusing on four main investment clusters: EV component suppliers, EV car manufacturers & subsystem suppliers, electrical grid & charging infrastructure, and connectivity & autonomous driving. In addition to a thorough definition of the investment clusters and their investable universes, financially material ESG aspects are also taken into account on a company level, enhancing the traditional financial valuation. Japan domiciled investors can find more information about the strategy at the link: http://www.daiwasbi.co.jp/special/ev_revolution/

Kazuhiro Horie, General Manager, Product Planning & Strategy, Investment Management Division, Daiwa SBI: “We have identified an extremely attractive investment theme and have selected RobecoSAM as the sub-advisor best positioned to manage the strategy. We have entrusted RobecoSAM with this mandate because of its credibility, focus, and successful track record in Sustainability Investing and in managing resource efficiency-themed strategies.”

Aris Prepoudis, CEO, RobecoSAM: “We are extremely honored that Daiwa SBI has entrusted us to be the sub-advisor for their newly launched Daiwa SBI Global Electric Vehicle Revolution strategy. Daiwa SBI’s clients will benefit from RobecoSAM’s collective thematic investing expertise, gained over more than 22 years, to identify and invest in companies that provide solutions to some of the worlds’ greatest challenges. E-mobility has become an irreversible long-term trend and growth driver. Thanks to our thematic investment track record and expertise in SI, we look forward to capturing these opportunities for the benefit of Daiwa SBI and its clients.”

As a Japanese entity and a sister company of RobecoSAM, Robeco Japan Co., Ltd. provides RobecoSAM with support to fulfill this mandate. Shiro Tsubota, President & Representative Director, Robeco Japan, commented: “I am very proud of my team at Robeco Japan that we were able to connect Daiwa SBI and RobecoSAM and bring to fruition this exciting collaboration.”