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Making better-informed investment decisions
Sustainability investing

Making better-informed investment decisions

We integrate environmental, social and governance criteria into the majority of our investment processes, for fundamental and quantitative strategies over a range of asset classes. We’re convinced that this approach leads to better-informed investment decisions and is therefore vital in creating value for our clients.
Fact or fiction: SI does not work in emerging markets
Fact or fiction: SI does not work in emerging markets
Sustainability investing is well established in the West, though some doubt whether it can work in emerging markets battling with bigger issues.
08-08-2018 | Insight
 Maximum scores for Robeco in 2018 UN PRI assessment
Maximum scores for Robeco in 2018 UN PRI assessment
Robeco recently received the 2018 assessment results from the UN Principles for Responsible Investment (UN PRI).
27-07-2018 | Insight
Three reasons to embrace sustainable investing
Three reasons to embrace sustainable investing
Masja Zandbergen on the three main reasons why investors worldwide embrace sustainable investing.
13-06-2018 | Video

A leader in sustainability integration

Back in the 1990s, we were one of the first asset managers to see the potential of sustainability as a way of enhancing investment returns for our clients. With this principal aim in mind, we integrate environmental, social and governance ( ESG) information gained from leading sustainability research into our investment processes, and actively engage with the companies in our portfolios.
Glossary
Glossary
of the sustainability language
Read more

We see sustainability as a long-term force for change in markets, countries and companies. This means it can have an important impact on future performance. So in our investment processes, we treat sustainability just like any other value driver, such as company financials or market momentum. We are convinced that this leads to better-informed investment decisions.

25 years
25 years
of access to leading research
SI research library

We have access to research from leading sustainability specialists, such as our sister company, RobecoSAM. We are particularly interested in materiality: which ESG elements impact companies’ financial performance and which don’t. This enables us to focus on the information that is most relevant to our investment performance. After all, our aim is first and foremost to achieve good investment returns for our clients. At Robeco, we regularly publish articles, white papers, engagement case studies and academic research on sustainability.

200+
200+
companies that we maintain an active dialogue with
Voting & engagement

A dedicated team of engagement specialists maintains an active dialogue with some 200 companies a year on financially material themes that we identify in consultation with our investors. This has proven to be a successful means of influencing corporate behavior. They also vote at around 5,000 shareholder annual general meetings. All Robeco’s activities are in line with the Principles for Responsible Investing (PRI), which require asset managers to be active owners and incorporate ESG factors into their ownership policies and practices.

First-rate ESG integration across asset classes

We tailor our ESG approach to our various strategies. Again in 2016, PRI (Principles for Responsible Investment) gave us the highest A+ rating for all of them. Our fixed income strategies are leading in their asset class, using ESG mainly to avoid risk. Our global equity strategies quantify ESG’s impact on valuations, while our quant equity portfolios ensure a minimum level of sustainability.
PRI rating
PRI rating
Excellent scores
View our scorecard

In our equity strategies our analysts quantify the impact of ESG criteria on a company’s valuation. In doing so they focus on the most material issues that can affect the company’s value drivers, such as its sales growth and profit margins. They then analyze the impact of these elements on the company and, based on this assessment, adjust the company’s valuation.

2nd place
2nd place
in SI ranking of asset managers
Read more
All of our quantitative equity portfolios’ sustainability scores must be at least as high as those of their reference index. We ensure they achieve this without it affecting their risk-return profile. These strategies use RobecoSAM’s Smart ESG scoring system, which has been designed to avoid undesired biases in portfolios (such as a permanent tilt to Europe, just because ESG disclosures are more developed there). It also assigns a heavier weight to those ESG criteria with more predictive power of future returns.
Ranking
Ranking
of countries on sustainability
Read more
In our fixed income strategies, we integrate sustainability into the analysis of both government and credit bonds. In our government bond strategies, we use a Country Sustainability Ranking as an early-warning system that helps us spot problems and opportunities in countries well before they are reflected in spreads or ratings. In our credit strategies we integrate company-specific ESG criteria into all our analyses. As is the case for our equity processes, our materiality framework is the basis of ESG integration.

At the forefront of a growing movement

Sustainability investing is growing rapidly. While Europe remains firmly in the lead, other regions are following. An increasing number of investors are committing to universal codes related to sustainability investing, such as the Principles for Responsible Investment. ESG considerations have a significant, quantifiable impact on investment decisions.
As a signatory of the Dutch SDG Investing Agenda, Robeco is committed to achieving the SDGs, as we consider them to be catalytic drivers for change. We are involved with various initiatives that investigate how the investment industry can contribute to their realization. Our commitment to sustainability investing is reflected in our endorsement of numerous independent and broadly accepted codes of conduct and principles. Robeco is a PRI signatory, a participant in the United Nations Global Compact, and a member of the International Corporate Governance Network (ICGN). We have also signed several local stewardship codes, such as the UK and Japan Stewardship Codes.
102
102
billion euro ESG-integrated assets (as of June 2018)
There is often debate about the extent to which asset managers actually integrate ESG into their investment processes. At Robeco, this isn’t just a box-ticking exercise: ESG criteria have a significant impact on our investment decisions. In our credit strategies, for example, ESG elements have a meaningful impact on our fundamental view of individual companies in over 30% of cases. And in our global equity portfolios, ESG accounts for on average 5% of the stock’s target price the analysts arrive at.
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Disclaimers

1. General
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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:

  • Some Funds are subject to investment, market, equities, liquidity, counterparty, securities lending and foreign currency risk and risk associated with investments in small and/or mid-capped companies.
  • Some Funds are subject to the risks of investing in emerging markets which include political, economic, legal, regulatory, market, settlement, execution, counterparty and currency risks.
  • Some Funds may invest in China A shares directly through the Qualified Foreign Institutional Investor (“QFII”) scheme and / or RMB Qualified Foreign Institutional Investor (“RQFII”) scheme and / or Stock Connect programmes which may entail additional clearing and settlement, regulatory, operational, counterparty and liquidity risk.
  • For distributing share classes, some Funds may pay out dividend distributions out of capital. Where distributions are paid out of capital, this amounts to a return or withdrawal of part of your original investment or capital gains attributable to that and may result in an immediate decrease in the net asset value of shares.
  • Some Funds’ investments maybe concentrated in one region / one country / one sector / around one theme and therefore the value of the Fund may be more volatile and may be subject to concentration risk.
  • The risk exists that the quantitative techniques used by some Funds may not work and the Funds’ value may be adversely affected.
  • In addition to investment, market, liquidity, counterparty, securities lending, (reverse) repurchase agreements and foreign currency risk, some Funds are subject to risk associated with fixed income investments like credit risk, interest rate risk, convertible bonds risk, ABS risk and the risk of investments in non-investment grade or unrated securities and the risk of investments made in non-investment grade sovereign securities.
  • Some Funds can use derivatives extensively. Robeco Global Consumer Trends Equities can use derivatives for hedging and efficient portfolio management. Derivatives exposure may involve higher counterparty, liquidity and valuation risks. In adverse situations, the Funds may suffer significant losses (even a total loss of the Funds’ assets) from its derivative usage.
  • Robeco European High Yield Bonds is subject to Eurozone risk.
  • Investors may suffer substantial losses of their investments in the Funds. Investor should not invest in the Funds solely based on the information provided in this document and should read the offering documents (including potential risks involved) for details.

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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.

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