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Marrying sustainability and emerging markets expertise in quantitative strategies
Marrying sustainability and emerging markets expertise in quantitative strategies
The most sustainable emerging market companies are on par with those in developed markets.
03-08-2022 | インサイト
Time for the Asia-Pacific green bond market to step up to the challenge
Time for the Asia-Pacific green bond market to step up to the challenge
Green bond issuance in the region has grown enormously.
01-08-2022 | インサイト
Net-zero focus in Q2 Active Ownership report
Net-zero focus in Q2 Active Ownership report
Engaging to cut corporate emissions leads the Active Ownership team’s Q2 report as a new net-zero 2050 investment fund is launched.
29-07-2022 | Active Ownership Report
Should shorting count for net-zero portfolios?
Should shorting count for net-zero portfolios?
Short positions can be a meaningful add-on, but should not be an excuse for inaction on the long side of a portfolio.
27-07-2022 | インサイト
Sustainability investing under threat? Not so fast
Sustainability investing under threat? Not so fast
After riding the tailwinds from bullish markets for several years, sustainable investing seems to have been affected by the winds changing course more recently.
21-07-2022 | インサイト
Robeco launches pure-play net zero climate strategy
Robeco launches pure-play net zero climate strategy
Robeco has created a ‘no nonsense’ Net Zero 2050 Climate Equities strategy that will seek the world’s leaders in decarbonization.
18-07-2022 | インサイト
Indices insights: Combing through the climate data forest
Indices insights: Combing through the climate data forest
We unpack the merits of different carbon metrics used to gauge climate risk in portfolios, including a new climate beta measure.
13-07-2022 | インタビュー
Weighing the pros and cons of nuclear power as climate urgency grows
Weighing the pros and cons of nuclear power as climate urgency grows
Robeco has revised its stance on nuclear power as part of efforts to transition to a net zero economy.
12-07-2022 | インサイト
Half-time! And what a ride it has been
Half-time! And what a ride it has been
After a turbulent first half of the year, the summer holidays represent a great time to catch up on useful information that you might have missed amid the tumult.
08-07-2022 | インサイト
The Three Peaks Challenge: the markets’ race against time
The Three Peaks Challenge: the markets’ race against time
Inflation, interest rates and the US dollar all need to peak this year before markets calm down, says multi-asset investor Colin Graham.
07-07-2022 | 月次アウトルック
Insurers take the lead in sustainable investing
Insurers take the lead in sustainable investing
Insurers face a unique double whammy when it comes to climate change.
06-07-2022 | インサイト
Anyone for hiking this summer?
Anyone for hiking this summer?
Hiking in summer is a popular way of getting away from it all, rambling across the hills and enjoying the views.
30-06-2022 | 四半期アウトルック
The future of fashion
The future of fashion
As long-term investors, we think carefully about the impact of secular changes in consumer behavior on industries and individual companies.
28-06-2022 | インサイト
SI Dilemmas: We need to start thinking differently about SI and returns
SI Dilemmas: We need to start thinking differently about SI and returns
For many years, the debate has raged among investors and academics about whether sustainable investors need to sacrifice returns in order to achieve their values.
23-06-2022 | SI Dilemmas
Indices insights: Can carbon emissions data identify leaders and laggards?
Indices insights: Can carbon emissions data identify leaders and laggards?
Carbon emissions do not tell the full story on companies’ climate change awareness.
17-06-2022 | インサイト
Circular solutions – a triple threat for supply chain challenges
Circular solutions – a triple threat for supply chain challenges
The certainty of climate change combined with the uncertainty of geopolitics means risks to supply chains are greater than ever.
16-06-2022 | インサイト
Sustainable investing for insurers
Sustainable investing for insurers
The way in which insurers are treating sustainability and climate change has become more focused, a study by Milliman has revealed.
14-06-2022 | インサイト
投資家の8割がエンゲージメントを重視
投資家の8割がエンゲージメントを重視
ロベコの「世界気候調査」において、投資家の約80%が、この先2年間にエンゲージメントが投資方針の重要要素になると回答しました。
13-06-2022 | インサイト
ダイベストするべきかしないべきか-それが問題ではない
ダイベストするべきかしないべきか-それが問題ではない
今日、サステナブル投資の分野で最も激しく交わされている議論の1つが、「エンゲージメントかダイベストメント(投資撤退)か」という議題であることは間違いないでしょう。
10-06-2022 | インサイト
Guide to sustainable quant equities investing
Guide to sustainable quant equities investing
The rules-based nature of quant investing lends itself well for sustainability integration.
09-06-2022 | インサイト
エネルに対する投資家のエンゲージメント:成功事例
エネルに対する投資家のエンゲージメント:成功事例
世界の化石燃料に対する依存を減らすうえで、電力会社は文字通り「炭鉱切羽(最前線)」に位置しています。
09-06-2022 | インサイト
ドキュメンタリー:変化をもたらすエンゲージメント
ドキュメンタリー:変化をもたらすエンゲージメント
エンゲージメントとは何でしょうか。
08-06-2022 | ビデオ
より良い世界を目指すエンゲージメント? その挑戦、受けて立つ!
より良い世界を目指すエンゲージメント? その挑戦、受けて立つ!
2005年以来、ロベコはエンゲージメントをサステナビリティ戦略の重要要素と位置付けてきました。
07-06-2022 | インサイト
Insurers weather the storm with net zero commitments
Insurers weather the storm with net zero commitments
Insurers are turning to net zero to solve their unique climate change challenges, says Robeco’s Head of Global Insurance Strategy, Ed Collinge.
25-05-2022 | インサイト
SI Dilemmas: Is EU Sustainable Finance regulation helping or hurting?
SI Dilemmas: Is EU Sustainable Finance regulation helping or hurting?
It seems like a good time to take stock of sustainability regulation.
19-05-2022 | SI Dilemmas
‘I have always tried to make sense of human behavior’
‘I have always tried to make sense of human behavior’
People’s normal wants, even more than their cognitive and emotional shortcuts and errors, underlie answers to important questions of finance.
19-05-2022 | インタビュー
Indices insights: Does sustainability integration affect factor premiums?
Indices insights: Does sustainability integration affect factor premiums?
In this ‘Indices insights’ article, we analyze the impact of sustainability integration on factor premiums.
17-05-2022 | インサイト
Podcast: Rediscovering real assets
Podcast: Rediscovering real assets
There’s far more to real estate than ‘location, location, location’, and investors are taking note.
11-05-2022 | ポッドキャスト
Embracing the sustainability revolution in the world of investing
Embracing the sustainability revolution in the world of investing
What does the deep shift to sustainability mean for asset owners and asset managers?
09-05-2022 | インサイト
Living wages in the garment industry
Living wages in the garment industry
Payment of living wages can improve workers’ lives whilst having a positive business impact.
09-05-2022 | インサイト