japanja
Robeco ranks first in SI survey of global asset managers

Robeco ranks first in SI survey of global asset managers

09-03-2020 | インサイト
Robeco has topped a survey of 75 global asset managers for the quality of its sustainable investing offering and approach.
  • Gilbert Van Hassel
    Gilbert
    Van Hassel
    Chief Executive Officer, Robeco

Speed read

  • Robeco is awarded first place for SI in ShareAction survey
  • Ranking based on disclosure and management of ESG risks
  • Larger firms rank much lower due to substandard approach

The accolade from the UK research group ShareAction follows its review of the sustainable investment practices of the world’s largest asset managers in its influential Asset Owners Disclosure Project (AODP).

The group ranked asset managers according to their responsible investment practices, with a specific focus on governance, climate change, human rights and labor standards, and biodiversity. The survey scrutinizes the disclosure and management of environmental, social and governance (ESG) risks and impacts across their portfolios.

Using data collected through an extensive survey aligned with the Task force on Carbon-related Financial Disclosures, as well as publicly available information, the report gives an overview of global trends in the adoption of responsible investment practices within the asset management industry.

The survey also reveals that there are huge differences between regional markets, and that many asset managers are still failing to translate public commitments into strong action on stewardship and wider ESG integration.

Now also follow us on Instagram
Now also follow us on Instagram
Follow

We’re extremely proud

“We are extremely proud to be recognized as a sector leader in ShareAction’s assessment,” says Gilbert Van Hassel, CEO of Robeco. “Our place at the top of the leaderboard reflects our longstanding history in this field, and our commitment to driving positive change through rigorous stewardship and focus on ESG integration.”

“Robeco already saw the potential of including sustainability as a way to add value for our clients in the 1990s, and this ranking reflects our rich heritage and long-term expertise in this field. Sustainability expertise is not something you can build overnight, but it’s good and important to see so many asset managers now joining in, as we won’t be able to solve big problems like climate change on our own.”

“However, it is equally important that statements in the public domain are backed up by actions and concrete initiatives. This report provides insightful information as to which asset managers are putting their money where their mouth is.”

Improvement needed

The report further reveals that over half of the 75 surveyed managers have a very limited approach to managing ESG risks and impacts, showing that across the sector, there is still much improvement to be made.

“ShareAction’s most ambitious study yet reveals who is really walking the talk on environmental and social issues, and who is dragging their feet in the asset management space,” says Felix Nagrawala, Senior Analyst at ShareAction.

“While many in the industry are eager to promote their ESG credentials, our analysis clearly indicates that few of the world’s largest asset managers can lay claim to having a truly sustainable approach across all their investments.”

“Our results show that some asset managers, including Robeco which ranks first, are showing real leadership and are a positive exception. We hope that Robeco’s approach and scores serve as a good example for the sector, and that other asset managers follow suit.”

RIAM neither asked nor paid to be considered in this ranking by NGO ShareAction. For a complete description of the survey, rankings and award selection criteria, please click on the accompanying link to the ShareAction brochure.

Commentary Carola van Lamoen

Head of Active Ownership Carola van Lamoen explains how Robeco's long term commitment to sustainable investing led to this top ranking and she stresses the need for investors worldwide to step up their efforts in sustainable investing to further increase impact.

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