Our investment philosophy is grounded in the core belief that the integration of ESG factors into a disciplined, research-driven investment process leads to better-informed investment decisions and better risk-adjusted returns through an economic cycle.
Building on our proprietary data and research, we identify companies that generate a competitive advantage through sound business practices, efficiency improvements, and the creation of new solutions for the myriad challenges facing society over the coming decades.
Taking a long-term investment perspective, we analyze companies’ business models, market positioning and growth potential, and evaluate their financial performance and valuation. Based on this fundamental assessment, we seek to uncover attractive investment opportunities and implement them in concentrated, conviction-based equity portfolios.
RobecoSAM's Impact Investing strategies apply a disciplined investment process that enables the construction of a concentrated portfolio reflecting high-conviction investment opportunities. We combine extensive proprietary impact and ESG research with rigorous fundamental analysis. The result is a concentrated portfolio of attractively valued companies with a positive social and/or environmental impact.
All of our investment strategies are designed to make a measurable environmental or societal impact. Our Global SDG Equities strategy invests in companies that contribute towards achieving the UN Sustainable Development Goals (SDGs). Our Global Gender Equality Impact Equities strategy invests in companies which are leaders in elevating women and diversity, reducing inequalities and providing an environment in which all employees can flourish.
Our impact strategies are managed by an experienced group of investment professionals within an organization which is fully committed to sustainable investing. The team consists of more than 15 portfolio managers and researchers dedicated solely to sustainable investing, research and development.