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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

Disclaimer

Please read this important information before proceeding further. It contains legal and regulatory notices relevant to the information contained on this website.

The information contained in the Website is NOT FOR RETAIL CLIENTS - The information contained in the Website is solely intended for professional investors, defined as investors which (1) qualify as professional clients within the meaning of the Markets in Financial Instruments Directive (MiFID), (2) have requested to be treated as professional clients within the meaning of the MiFID or (3) are authorized to receive such information under any other applicable laws. The value of the investments may fluctuate. Past performance is no guarantee of future results. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. 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.

In the UK, Robeco Institutional Asset Management B.V. (“ROBECO”) only markets its funds to institutional clients and professional investors. Private investors seeking information about ROBECO should visit our corporate website www.robeco.com or contact their financial adviser. ROBECO will not be liable for any damages or losses suffered by private investors accessing these areas.

In the UK, ROBECO Funds has marketing approval for the funds listed on this website, all of which are UCITS funds. ROBECO is authorized by the AFM and subject to limited regulation by the Financial Conduct Authority. Details about the extent of our regulation by the Financial Conduct Authority are available from us on request.

Many of the protections provided by the United Kingdom regulatory framework may not apply to investments in ROBECO Funds, including access to the Financial Services Compensation Scheme and the Financial Ombudsman Service. No representation, warranty or undertaking is given as to the accuracy or completeness of the information on this website.

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