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Our ESG approach

The basis of our sustainability approach is active dialogue with private equity fund managers on how they integrate ESG factors in their investments. ESG analysis is integrated in all stages of our investment process in the following ways:

Screening
Assessment of the fund manager’s willingness to comply with the Robeco Private Equity’s ESG requirements and the analysis of past ESG incidents related to the fund manager’s existing portfolio companies.

Due diligence
Detailed ESG due diligence to assess the current ESG framework and identification of areas for improvement.

Active Ownership
Annual ESG assessments and dialogue with the managers focused at improving their ESG integration over time.

A dedicated sustainability specialist within the Private Equity team makes sure that ESG factors have sufficient weight in the decision-making process and integrated in the ownership period.

Monitoring and Reporting

ESG monitoring and a structured dialogue with PE managers on ESG issues and how they manage these in their portfolio companies manifest the core of our ESG approach. As part of the monitoring PE fund managers undergo an annual ESG assessment in which the progress of their ESG integration is  evaluated. The assessment helps identify opportunities for improvement and the ESG information obtained through the assessment serves as input for the feedback to the managers and for the annual engagement report. The annual ESG engagement report brings examples of how funds deal with ESG issues faced by their portfolio companies and an overview of the funds’ absolute and relative ESG performance over time. The public version of the report includes examples of good ESG practices which can be very useful by PE funds that are still exploring how to integrate ESG issues in the investment process.

The feedback-loop with the PE fund managers has proven to be the most appreciated and distinguishable element of our engagement approach. Through ESG assessment and monitoring of PE fund managers Robeco Private Equity advocates ESG integration  and contributes to better portfolio risk management.

Exclusion Policy

Robeco Private Equity applies Robeco’s Exclusion Policy in its investment decisions.

Broader Sustainability Platform

Robeco Private Equity is leveraging on the broader Robeco sustainability and ESG knowledge platform and has access to the tools and resources developed by RobecoSAM Sustainability Investing Research team and Robeco’s Active Ownership team.

International Cooperation

Important information

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.

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