Our new thematic investment strategy, RobecoSAM Biodiversity Equities, targets those companies that are strategically positioned for a biodiverse future. In this webinar, David Thomas and Aaron Re’em, Portfolio Managers, discuss the different investment areas within the biodiversity theme, how they assess biodiversity eligibility and where they see the biggest opportunities. Peter van der Werf, Senior Manager Engagement, explains how the team engage with portfolio companies to improve their biodiversity strategy and reduce their biodiversity footprint.
Key topics covered:
How biodiversity is an investment opportunity captured by the strategy
The kinds of companies targeted, from sustainable sourcing/wastewater treatment to sustainable aquaculture
How engagement with up to 25% of portfolio companies contributes to the strategy