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Gender Equality Impact Equity

Gender Equality Impact Equity

Strength in diversity

Key Points

  • Creates shareholder value and social impact through investments in gender equality
  • Applies disciplined approach that integrates proprietary gender scores into company valuations
  • Contributes to SDG 5, gender equality, and SDG 8, decent work and economic growth

Philosophy

Our investment philosophy is grounded in the core belief that the integration of ESG factors into a disciplined, research-driven investment process leads to better-informed investment decisions and better risk-adjusted returns through an economic cycle.

Building on our proprietary data and research, we identify companies that generate a competitive advantage through sound business practices, efficiency improvements, and the creation of new solutions for the myriad challenges facing society over the coming decades.

Taking a long-term investment perspective, we analyze companies’ business models, market positioning and growth potential, and evaluate their financial performance and valuation. Based on this fundamental assessment, we seek to uncover attractive investment opportunities and implement them in concentrated, conviction-based equity portfolios.

Process

The strategy applies a systematic, bottom-up stock selection process that combines extensive proprietary ESG research with rigorous fundamental analysis into gender equality indicators. The result is a concentrated portfolio of attractively valued companies with a positive social impact.

Sustainable universe
The starting universe focuses on companies with a strong sustainability profile and the best performance based on proprietary gender equality research.

Idea generation & investment recommendation
Sustainability research into the most material gender equality factors is integrated into a structured, bottom-up research process.

Portfolio construction
The portfolio manager’s decisions result in the creation of a high-conviction portfolio of companies with attractive valuations, sound economic fundamentals and strong responsibility toward gender equality.

Team

The investment team analyzes sector trends, identifies investment opportunities and conducts fundamental research on companies. It closely interacts with SI research to conclude their investment decisions. Portfolio managers finally construct the portfolios and constantly monitor their exposures.

The team of SI Analysts assess the gender performance of companies and continuously develop the gender methodology.

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Disclaimer

The information contained in the website is solely intended for professional investors. Some funds shown on this website fall outside the scope of the Dutch Act on the Financial Supervision (Wet op het financieel toezicht) and therefore do not (need to) have a license from the Authority for the Financial Markets (AFM).

The funds shown on this website may not be available in your country. Please select your country website (top right corner) to view the products that are available in your country.

Neither information nor any opinion expressed on the website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco product should only be made after reading the related legal documents such as management regulations, prospectuses, annual and semi-annual reports, which can be all be obtained free of charge at this website and at the Robeco offices in each country where Robeco has a presence.

By clicking Proceed I confirm that I am a professional investor and that I have read, understood and accept the terms of use for this website.

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