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Sustainable Thematic Equity

Sustainable Thematic Equity

Challenges and opportunities arising from long-term global trends

Key points:

  • Address global challenges such as demographic shifts, climate emergency, population health, and food quality & security
  • Generate a positive impact for the environment and society
  • Focus on solution providers — Mobilize capital towards companies that are developing sustainable solutions

Philosophy

Companies that seek and develop solutions that combat dwindling resources exhibit long-term growth potential and are therefore determined to outperform in the long run. Examples are firms that focus on providing clean drinking water in sufficient quantities, waste water treatment and clean energy.

Process

Our robust and disciplined process allows for consistency in the stock selection approach whilst maintaining a strong focus on fundamental analysis to build a portfolio of high conviction stocks.

Our sustainability and thematic expertise is integrated at different stages of the investment process. The construction of the thematic universe is based on the long-term sustainability challenge that is addressed by the theme. In addition, the sustainability profile of an analyzed company influences its attractiveness in the fundamental valuation. We integrate the company's sustainability performance in our financially material analysis to estimate the stock's fair value.

RobecoSAM offers Smart Energy, Smart Mobility, Smart Materials, Sustainable Water, Sustainable Food and Sustainable Healthy Living strategies.

Team

The strategy is managed by portfolio managers of RobecoSAM who form part of the Thematic Investing team based in Zurich. The portfolio managers are supported by dedicated equity analysts and further thematic portfolio managers from the Thematic Investing team. The portfolio managers also have access to RobecoSAM’s sector, emerging markets and sustainability analysts.

Trends investing
Trends investing

Exploiting the behavioral biases

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