Ms. Falkman, who will be based in Zurich, joins Robeco from Swedbank Robur, where she was Senior Portfolio Manager for the Kapitalinvest equity strategy, a global fund with high sustainability criteria and a five-star Morningstar ranking.
Previously, Ms. Falkman held several positions at Carnegie Investment Bank in Stockholm, including equity research analyst focused on Nordic capital goods, sales analyst and institutional equity sales for the Nordic region, and head of emerging markets equity research focused on Russia, CIS, and Africa. Ms. Falkman is a graduate of the Stockholm School of Economics, where she obtained an MSc in Economics and Business.
Mark van der Kroft, CIO Fundamental and Quant Equity, Robeco: “We are very pleased to welcome Natalie to Robeco. Once again, we have attracted top-tier talent to bolster our Sustainable Thematic offering, which continues to see strong growth. Natalie has a deep understanding of the circular economy concept, strong analytical skills across all sectors relevant to the strategy, and extensive experience in managing an active strategy. She will undoubtedly serve our clients well as they seek to achieve their financial and sustainability goals.”
Natalie Falkman, Senior Portfolio Manager RobecoSAM Circular Economy Equities strategy, Robeco: “Investing for the long term with a focus on sustainable business models and strong structural growth drivers has always been at the core of my investment strategy. Being appointed Senior Portfolio Manager of the RobecoSAM Circular Economy Equities strategy and joining a team of great investment and sustainability specialists is an opportunity that I am very happy to have been given. I strongly believe that investing for the long term in sustainable businesses that promote the creation of a circular economy will create attractive returns for investors.”
The RobecoSAM Circular Economy Equities strategy is an actively managed strategy that invests in companies at the forefront of seizing the opportunities created by the paradigm shift in traditional production and consumption patterns toward a circular economy. In particular, the strategy is focused on investing in solution providers in the area of redesign inputs, circular use, enabling technologies and loop resources. This diversified strategy is enhanced by proprietary ESG risk analysis and appeals to investors with a horizon of three to five years.