Shanghai, September 28, 2021 –Robeco, a global asset manager with headquarters in the Netherlands, announces that its wholly-foreign-owned enterprise (WFOE), Robeco Private Fund Management (Shanghai) Co., LTD, was granted a Private Fund Management (PFM) license by the Asset Management Association of China (AMAC) on September 27, 2021.
Robeco has been investing in Chinese equities since 1990 and it launched its first offshore China equity strategy more than twenty years ago. Mr. Jin Mei, Head of China at Robeco, said, "the PFM license marks another major milestone in our journey in China, following the successful establishment of our then WFOE in China in 2015 and Qualified Domestic Limited Partner (QDLP) approval in 2018. We could not have achieved this without the collective effort, support and trust of all the parties involved. China has always been a strategically important market for Robeco and we look forward to contributing to its continuing success, as China opens up its financial and capital markets."
"We have a Shanghai-based investment research team specializing in Chinese equities and dedicated to seeking long-term opportunities in China for our investors. We will continue to capitalize on our expertise in sustainable investing, quantitative investing, trends investing, credits investing and emerging markets investing to introduce more diversified offerings in our China onshore investment strategies," said Mr. Jin Mei.
Robeco is a global leader in ESG (Environmental, Social and Governance) integrated strategies and related research capabilities. "We have long been incorporating ESG considerations into our investment decisions and we have applied it in our Chinese equities strategies. ESG analysis provides us with a different perspective on the companies we invest in and make us a better-informed investor,” said Mr. Lu Jie, Head of Investments China at Robeco. "We integrated decarbonization commitments in our Chinese equities strategies at the very early stage and we will continue to promote this in our future Chinese equities investments."
Sustainable investing is arguably the most prevalent strategy given countries across the world are strengthening their policies and regulations to fulfill ESG and SDG requirements . With more than twenty five years of experience in ESG investing, Robeco is well positioned to lead this change and to confidently provide our clients with comprehensive sustainable investing solutions. Back in 1995, Robeco was among the first to embrace sustainable investing with the launch of its first sustainable equity strategy. In addition, the company was among the first to apply the United Nations’ Sustainable Development Goals (SDGs) into an investment framework and it was one of the first to launch climate-focused fixed income strategies. We launched an Asian sustainable equity strategy in 2020.
Mr. Lu Jie added: "We believe that we are uniquely positioned to combine our sustainable investing experience with our local Chinese equities experience. Whether we are analyzing ESG data, integrating climate change considerations or maximizing shareholder value through active ownership, Robeco’s experienced global and local teams are advancing the UN’s SDGs by investing to address the climate challenge and support sustainable development, and contributing to China’s emission targets and goal of carbon neutrality. We believe that sustainable investing makes us a better asset manager. Moreover, it positive impacts on society as a whole."
Robeco has had a presence in Asia Pacific since 2005, and now has six offices in the Asia Pacific region: Hong Kong, Shanghai, Singapore, Tokyo, Sydney and Melbourne. In the fifteen years it has operated in China, Robeco has witnessed the evolution of China’s financial and capital markets. As China's economy continues to grow with a greater emphasis on sustainability, Robeco will leverage its global investment experience and onthe-ground research capabilities to play an important role in the market.
The contents of this document have not been reviewed by the Securities and Futures Commission ("SFC") in Hong Kong. If you are in any doubt about any of the contents of this document, you should obtain independent professional advice. This document has been distributed by Robeco Hong Kong Limited (‘Robeco’). Robeco is regulated by the SFC in Hong Kong.
This document has been prepared on a confidential basis solely for the recipient and is for information purposes only. Any reproduction or distribution of this documentation, in whole or in part, or the disclosure of its contents, without the prior written consent of Robeco, is prohibited. By accepting this documentation, the recipient agrees to the foregoing
This document is intended to provide the reader with information on Robeco’s specific capabilities, but does not constitute a recommendation to buy or sell certain securities or investment products. Investment decisions should only be based on the relevant prospectus and on thorough financial, fiscal and legal advice. Please refer to the relevant offering documents for details including the risk factors before making any investment decisions.
The contents of this document are based upon sources of information believed to be reliable. This document is not intended for distribution to or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation.
Investment Involves risks. Historical returns are provided for illustrative purposes only and do not necessarily reflect Robeco’s expectations for the future. The value of your investments may fluctuate. Past performance is no indication of current or future performance.
Please read this information carefully.
This website is prepared and issued by Robeco Hong Kong Limited ("Robeco"), which is a corporation licensed by the Securities and Futures Commission in Hong Kong to engage in Type 1 (dealing in securities); Type 4 (advising in securities) and Type 9 (asset management) regulated activities. The Company does not hold client assets and is subject to the licensing condition that it shall seek the SFC’s prior approval before extending services at retail level. This website has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.
2. Important risk disclosures
2. Important risk disclosures Robeco Capital Growth Funds (“the Funds”) are distinguished by their respective specific investment policies or any other specific features. Please read carefully for the risks of the Funds:
3. Local legal and sales restrictions
The information contained in the Website is being provided for information purposes.
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. The information contained in the Website does not constitute investment advice or a recommendation and was prepared without regard to the specific objectives, financial situation or needs of any particular person who may receive it. An investment in a Robeco product should only be made after reading the related legal documents such as management regulations, prospectuses, most recent annual and semi-annual reports, which can be all be obtained free of charge at www.robeco.com/hk/en and at the Robeco Hong Kong office.
4. Use of the Website
The information is based on certain assumptions, information and conditions applicable at a certain time and may be subject to change at any time without notice. Robeco aims to provide accurate, complete and up-to-date information, obtained from sources of information believed to be reliable. Persons accessing the Website are responsible for their choice and use of the information.
5. Investment performance
No assurance can be given that the investment objective of any investment products will be achieved. No representation or promise as to the performance of any investment products or the return on an investment is made. The value of your investments may fluctuate. The value of the assets of Robeco investment products may also fluctuate as a result of the investment policy and/or the developments on the financial markets. Results obtained in the past are no guarantee for the future. Past performance, projection, or forecast included in this Website should not be taken as an indication or guarantee of future performance, and no representation or warranty, express or implied, is made regarding future performance. Fund performance figures are based on the month-end trading prices and are calculated on a total return basis with dividends reinvested. Return figures versus the benchmark show the investment management result before management and/or performance fees; the fund returns are with dividends reinvested and based on net asset values with prices and exchange rates of the valuation moment of the benchmark.
Investments involve risks. Past performance is not a guide to future performance. Potential investors should read the terms and conditions contained in the relevant offering documents and in particular the investment policies and the risk factors before any investment decision is made. Investors should ensure they fully understand the risks associated with the fund and should also consider their own investment objective and risk tolerance level. Investors are reminded that the value and income (if any) from shares of the fund may be volatile and could change substantially within a short period of time, and investors may not get back the amount they have invested in the fund. If in doubt, please seek independent financial and professional advice.
6. Third party websites
This website includes material from third parties or links to websites maintained by third parties some of which is supplied by companies that are not affiliated to Robeco. Following links to any other off-site pages or websites of third parties shall be at the own risk of the person following such link. Robeco has not reviewed any of the websites linked to or referred to by the Website and does not endorse or accept any responsibility for their content nor the products, services or other items offered through them. Robeco shall have no liability for any losses or damages arising from the use of or reliance on the information contained on websites of third parties, including, without limitation, any loss of profit or any other direct or indirect damage. Third party off-site pages or websites are provided for informational purposes only.
7. Limitation of liability
Robeco as well as (possible) other suppliers of information to the Website accept no responsibility for the contents of the Website or the information or recommendations contained herein, which moreover may be changed without notice.
Robeco assumes no responsibility for ensuring, and makes no warranty, that the functioning of the Website will be uninterrupted or error-free. Robeco assumes no responsibility for the consequences of e-mail messages regarding a Robeco (transaction) service, which either cannot be received or sent, are damaged, received or sent incorrectly, or not received or sent on time.
Neither will Robeco be liable for any loss or damage that may result from access to and use of the Website.
8. Intellectual property
All copyrights, patents, intellectual and other property, and licenses regarding the information on the Website are held and obtained by Robeco. These rights will not be passed to persons accessing this information.
10. Applicable law
The Website shall be governed by and construed in accordance with the laws of Hong Kong. All disputes arising out of or in connection with the Website shall be submitted to the exclusive jurisdiction of the courts of Hong Kong.