The Sustainable Development Goals (SDGs) present a major investment opportunity along with a means of improving life for millions. But do you know enough about them? And could you explain to someone how the goals can be targeted to seek returns while also helping others?
To answer the many questions that financial professionals may have about the 17 SDGs and investing in them, Robeco has created its third educational module in the ‘Essentials’ series – the Essentials of the SDGs.
Its six chapters explain everything you need to know about the goals as a concept and an investment opportunity, with a test at the end to enhance the learning experience. The module is delivered using clear language, charts, videos and case studies. For those interested, passing this test can be used as part of Continuous Professional Development (CPD), which is recognized by the major certification bodies such as the CII, CISI, FPA, IBF and FPSB.1
So, why now the SDGs? This major initiative launched by the UN in 2015 has since attracted billions of investment capital into strategies that target one or more of the goals. The SDGs themselves range from ending poverty and inequality, to combatting climate change, making industrial and agricultural production more sustainable, and improving global health and well-being.
They present major business opportunities because companies produce goods and services that can contribute to the SDGs, both positively and negatively. Investors use models to assess what these contributions are. As it is vital to measure the impact that is actually being made on the ground, it is important to understand which assumptions and metrics are included in different models.
Once the assessments are completed, asset managers including Robeco have created strategies that make it possible to invest in these companies. This can be done through equity or credits portfolios that target the SDGs themselves, or more thematic strategies that target a related theme, such as renewable energy. Green bonds are another important investment avenue.
Essentials modules always include case studies showing how it is done in real life. Examples include investments in projects to improve people’s lives in sub-Saharan Africa, replacing fossil fuel production with renewable energy, and using active ownership to engage with companies to raise food standards.
It’s a fascinating subject – so if you’re still in the dark about this growing investment opportunity, take the course now.
1The CFA Institute allows its members the ability to self-determine and self-report professional learning credits earned from external sources. CFA Institute members are encouraged to self-document such credits in their online PL tracker.
The Robeco Capital Growth Funds have not been registered under the United States Investment Company Act of 1940, as amended, nor or the United States Securities Act of 1933, as amended. None of the shares may be offered or sold, directly or indirectly in the United States or to any U.S. Person (within the meaning of Regulation S promulgated under the Securities Act of 1933, as amended (the “Securities Act”)). Furthermore, Robeco Institutional Asset Management B.V. (Robeco) does not provide investment advisory services, or hold itself out as providing investment advisory services, in the United States or to any U.S. Person (within the meaning of Regulation S promulgated under the Securities Act).
This website is intended for use only by non-U.S. Persons outside of the United States (within the meaning of Regulation S promulgated under the Securities Act who are professional investors, or professional fiduciaries representing such non-U.S. Person investors. By clicking “I Agree” on our website disclaimer and accessing the information on this website, including any subdomain thereof, you are certifying and agreeing to the following: (i) you have read, understood and agree to this disclaimer, (ii) you have informed yourself of any applicable legal restrictions and represent that by accessing the information contained on this website, you are not in violation of, and will not be causing Robeco or any of its affiliated entities or issuers to violate, any applicable laws and, as a result, you are legally authorized to access such information on behalf of yourself and any underlying investment advisory client, (iii) you understand and acknowledge that certain information presented herein relates to securities that have not been registered under the Securities Act, and may be offered or sold only outside the United States and only to, or for the account or benefit of, non-U.S. Persons (within the meaning of Regulation S under the Securities Act), (iv) you are, or are a discretionary investment adviser representing, a non-U.S. Person (within the meaning of Regulation S under the Securities Act) located outside of the United States and (v) you are, or are a discretionary investment adviser representing, a professional non-retail investor. Access to this website has been limited so that it shall not constitute directed selling efforts (as defined in Regulation S under the Securities Act) in the United States and so that it shall not be deemed to constitute Robeco holding itself out generally to the public in the U.S. as an investment adviser. Nothing contained herein constitutes an offer to sell securities or solicitation of an offer to purchase any securities in any jurisdiction. We reserve the right to deny access to any visitor, including, but not limited to, those visitors with IP addresses residing in the United States.
This website has been carefully prepared by Robeco. The information contained in this publication is based upon sources of information believed to be reliable. Robeco is not answerable for the accuracy or completeness of the facts, opinions, expectations and results referred to therein. Whilst every care has been taken in the preparation of this website, we do not accept any responsibility for damage of any kind resulting from incorrect or incomplete information. This website is subject to change without notice. The value of the investments may fluctuate. Past performance is no guarantee of future results. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. For investment professional use only. Not for use by the general public.