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SDG Equity

SDG Equity

Actively contribute to meeting the SDGs

Key points:

  • Invests in companies creating significant social and environmental impact via the UN SDGs
  • Applies a proprietary SDG framework to systematically quantify companies’ SDG contributions
  • Combines fundamental analysis with portfolio optimization methods to minimize risk

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 disciplined investment process that enables the construction of a concentrated portfolio reflecting high-conviction investment opportunities while reducing overall volatility. There are four decision steps: an initial impact universe is built, corporate sustainability is enhanced, investment opportunities are identified, and the portfolio is constructed.

The proprietary RobecoSAM SDG framework maps companies on the different SDGs. An industry-specific set of KPIs supports objective, consistent decision-making and leads to a quantified rating, measuring a company’s contribution to the SDGs. Fundamental research then provides the basis for the selection of those companies that exhibit a strong competitive position and a solid financial performance. Portfolio construction is based on an optimization process that selects holdings and defines weightings. The calculation incorporates high-conviction ideas and ensures diversification among the SDGs.

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Team

The Global SDG Equity strategy is managed by two seasoned portfolio managers who form part of the Impact equities team based in Zurich. The portfolio managers are directly involved in research on a company level. They perform company screening and work on the fundamental investment cases. The portfolio managers cooperate closely with the Quant and SI analysts. The Quantitative Research team supports the portfolio managers with the engineering of customized universes and systematic company screenings. The SI analysts assess sectors and companies from a sustainability and impact perspective.

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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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