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The time is now for sustainability investing

The time is now for sustainability investing

14-08-2018 | インサイト

It is with great pleasure that we present to you our Big Book of SI. We firmly believe in sustainability investing, and think all the stars are aligned for this investment discipline.

  • G.O.J.M. (Gilbert)  Van Hassel
    G.O.J.M. (Gilbert)
    Van Hassel
    Chief Executive Officer

From a bottom-up perspective, sustainability is clearly changing markets. The environment in which companies operate is very different from 20 years ago. Climate change, resource scarcity, pollution and the working conditions in emerging countries are all trends that affect companies, as well as provide opportunities for new markets.

However, they also present risks as they are changing the regulatory landscape, altering consumer behavior and, in many cases, increasing costs. Moreover, clients are increasingly looking to create more sustainable portfolios to meet the demands of their sponsors, participants and regulators. And then there is the socioeconomic perspective and the many global challenges faced by our generation.

While prioritizing growth above issues such as climate change risks may yield better returns in the short term, the long-term prospects for such a strategy may be less rosy.

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Sustainability is of strategic importance

Sustainability investing is of strategic importance at Robeco. We started adopting it in the mid-90s and it has been at the core of our business since the mid-2000s, when Robeco acquired Sustainable Asset Management (now RobecoSAM). The acquisition of SAM gave us the knowledge and insight we needed to integrate sustainability in all aspects of our business.

Our current joint sustainability strategy is built on four key aspects:

  1. A unique sustainability culture that has evolved over the last 20 years
  2. Our extensive in-house expertise in research, analytics and investments
  3. A truly integrated investment approach across the asset classes stemming from interaction between our SI researchers, financial analysts and engagement specialists
  4. The ability to innovate quickly and offer clients bespoke solutions as sustainability investing evolves

Despite our clear vision on sustainability, we realize that there is no one size fits all, so we offer many different products and solutions for many different clients across the globe. At the time of writing, we manage EUR 100 billion of integrated sustainability assets in equity, fixed income and private equity. We believe that the investment industry will move from creating only wealth to creating wealth and well-being, and it is our intention to contribute to that shift. It is in the interests of both society and our industry, and when these two are aligned progress can be swift.

A change of thinking

The topic of sustainability arises within minutes of talking with clients. I believe that we have reached an inflection point. It is already clear that taking a sustainable approach does not detract from performance. We believe that using financially material ESG information leads to better-informed investment decisions and benefits society.

The Sustainable Development Goals are a very important development in this context that take sustainability to the next level by making it tangible and measurable. There has been a change in thinking in the asset management world, from avoiding companies that have a negative impact on the environment to investing in companies that have a positive one.

You can embark on sustainability investing in small steps. What we see at Robeco is that, as knowledge and experience in sustainability investing increase across the organization, so too does conviction. I hope that this Big Book of SI will help you find your way in the fascinating, multi-dimensional world of sustainability investing.

重要事項

当資料は情報提供を目的として、Robeco Institutional Asset Management B.V.が作成した英文資料、もしくはその英文資料をロベコ・ジャパン株式会社が翻訳したものです。資料中の個別の金融商品の売買の勧誘や推奨等を目的とするものではありません。記載された情報は十分信頼できるものであると考えておりますが、その正確性、完全性を保証するものではありません。意見や見通しはあくまで作成日における弊社の判断に基づくものであり、今後予告なしに変更されることがあります。運用状況、市場動向、意見等は、過去の一時点あるいは過去の一定期間についてのものであり、過去の実績は将来の運用成果を保証または示唆するものではありません。また、記載された投資方針・戦略等は全ての投資家の皆様に適合するとは限りません。当資料は法律、税務、会計面での助言の提供を意図するものではありません。

ご契約に際しては、必要に応じ専門家にご相談の上、最終的なご判断はお客様ご自身でなさるようお願い致します。

運用を行う資産の評価額は、組入有価証券等の価格、金融市場の相場や金利等の変動、及び組入有価証券の発行体の財務状況による信用力等の影響を受けて変動します。また、外貨建資産に投資する場合は為替変動の影響も受けます。運用によって生じた損益は、全て投資家の皆様に帰属します。したがって投資元本や一定の運用成果が保証されているものではなく、投資元本を上回る損失を被ることがあります。弊社が行う金融商品取引業に係る手数料または報酬は、締結される契約の種類や契約資産額により異なるため、当資料において記載せず別途ご提示させて頂く場合があります。具体的な手数料または報酬の金額・計算方法につきましては弊社担当者へお問合せください。

当資料及び記載されている情報、商品に関する権利は弊社に帰属します。したがって、弊社の書面による同意なくしてその全部もしくは一部を複製またはその他の方法で配布することはご遠慮ください。

商号等: ロベコ・ジャパン株式会社  金融商品取引業者 関東財務局長(金商)第2780号

加入協会: 一般社団法人 日本投資顧問業協会

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