Robeco Institutional Asset Management B.V. (Dubai office) is regulated by the Dubai Financial Services Authority (“DFSA”) and only deals with Professional Clients and does not deal with Retail Clients as defined by the DFSA.
Neither information nor any opinion expressed on the website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco product should only be made after reading the related legal documents such as management regulations, prospectuses, annual and semi-annual reports, which can be all be obtained free of charge at this website and at the Robeco offices in each country where Robeco has a presence.
Robeco Global Equity has been structurally integrating ESG information into its research and investment process for the last three years.
Over 200 investment cases have been written that incorporate environmental, social and governance factors into the fundamental analysis and valuation work. It is certainly effective: in about 50% of the investment cases there is an impact on the valuation due to the ESG analysis. On average, 7% of company valuations are attributed to ESG factors.
These are two worlds – of equities and of sustainability investing – that are colliding and now colluding in the investment process. Integrating ESG has become critical, directly influencing future returns. In this white paper, we explain why we use this extra lens in our research and how we do this, including some of the results of our analysis of the investment cases.