Finding alpha in emerging markets
Pioneers in emerging markets

Finding alpha in emerging markets

We offer both quant and fundamental emerging markets strategies. In every strategy research is key. This white paper takes two global emerging markets strategies with the same objective, i.e. to achieve alpha at a set risk budget. One is fundamentally managed, the other quantitatively. We show how combining them can indeed benefit investors.

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Discover emerging markets opportunities

  • Embracing ESG in emerging markets

    ESG in emerging markets is often considered a contradiction in terms. This second white paper shows it is possible to invest in emerging markets with a level of sustainability that goes far beyond the usual approaches.

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  • Country selection is crucial in emerging markets

    In this third paper we look at the significant differences within the emerging market universe and how this is reflected in performance. This is not just a risk factor, it is also an opportunity. We examine how investors can achieve better returns by actively selecting the winners and avoiding the laggards.

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Robeco has a history in emerging markets almost as long as the company itself
Fabiana Fedeli, Senior Portfolio Manager Emerging Markets
Robeco has a history in emerging markets almost as long as the company itself
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Why emerging markets?

Our first emerging markets equity strategy was launched in 1994 and has regularly been improved by investment process enhancements. We have continuously built on our experience through innovation. We believe in-depth research and a contrarian approach enables us to find alpha in all markets.

  • 25 years of innovation
  • 4 major inefficiencies to exploit
  • 1994 The first dedicated team
Impact investing and Sustainable Development Goals
Impact investing and Sustainable Development Goals
If you are in (sustainability) investing and you have not yet heard of the Sustainable Development Goals (SDGs), you probably have taken a sabbatical for the last year and a half.
05-12-2017 | Column
China on-site: property bubbles and internet growth
China on-site: property bubbles and internet growth
In our bi-monthly publication on China we discuss a key concern and a key opportunity.
01-12-2017 | Insight
Investing to advance Sustainable Development Goals
Investing to advance Sustainable Development Goals
Robeco and RobecoSAM are taking action to ensure they can actively promote the United Nations’ Sustainable Development Goals (SDGs).
08-11-2017 | Insight
Discover our wide range of emerging market strategies
Pioneers in emerging markets

Discover our wide range of emerging market strategies

Download the paper