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Impact Equity

Impact Equity

Mobilize capital for a brighter and sustainable future

Key points:

  • High impact: invest in product and service providers with direct and high impact, measured by their contribution to the UN Sustainable Development Goals
  • Long-term value creation: focus on high-impact companies combined with strong fundamentals and attractive valuation
  • Reliable partner: take advantage of the unique and proven long-term experience of RobecoSAM in sustainability and thematic investing

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

RobecoSAM's Impact Investing strategies apply a disciplined investment process that enables the construction of a concentrated portfolio reflecting high-conviction investment opportunities. We combine extensive proprietary impact and ESG research with rigorous fundamental analysis. The result is a concentrated portfolio of attractively valued companies with a positive social and/or environmental impact.

All of our investment strategies are designed to make a measurable environmental or societal impact. Our Global SDG Equities strategy invests in companies that contribute towards achieving the UN Sustainable Development Goals (SDGs). Our Global Gender Equality Impact Equities strategy invests in companies which are leaders in elevating women and diversity, reducing inequalities and providing an environment in which all employees can flourish.

Team

Our impact strategies are managed by an experienced group of investment professionals within an organization which is fully committed to sustainable investing. The team consists of more than 15 portfolio managers and researchers dedicated solely to sustainable investing, research and development.

Subjects related to this strategy are:

Related strategies

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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