We see sustainability as a long-term force for change in markets, countries and companies. This means that we believe that it can have an important impact on future performance. So in our investment processes, we treat sustainability just like any other value driver, such as company financials or market momentum. We are convinced that this leads to better-informed investment decisions.
We have access to research from leading sustainability specialists, such as our affiliated company, RobecoSAM. We are particularly interested in materiality: which ESG elements can impact companies’ financial performance and which don’t. This enables us to focus on the information that is most relevant to our investment performance. After all, our aim is first and foremost to achieve good investment returns for our clients. At Robeco, we regularly publish articles, white papers, engagement case studies and academic research on sustainability.
A dedicated team of engagement specialists maintains an active dialogue with some 200 companies a year on financially material themes that we identify in consultation with our investors. The aim is to successfully influence corporate behavior. They also vote at around 5,000 shareholder annual general meetings. Robeco is a signatory to the Principles for Responsible Investing (PRI), which require asset managers to be active owners and incorporate ESG factors into their ownership policies and practices.
In our equity strategies our analysts quantify the impact of ESG criteria on a company’s valuation. In doing so they focus on the most material issues that can affect the company’s value drivers, such as its sales growth and profit margins. They then analyze the impact of these elements on the company and, based on this assessment, adjust the company’s valuation.
This page is intended for US prospects, clients and investors only and includes information about the capabilities, staffing and history of RIAM US and its participating affiliates, which may include information on strategies not yet available in the US. SEC regulations are applicable only to clients, prospects and investors of RIAM US. Robeco BV, Robeco HK and Robeco SH are considered a “participating affiliate” of RIAM US and some of their employees are “associated persons” of RIAM US as per relevant SEC no-action guidance. Employees identified as associated persons of RIAM US perform activities directly or indirectly related to the investment advisory services provided by RIAM US. In those situations, these individuals are deemed to be acting on behalf of IUAM, a US SEC registered investment adviser.By clicking I agree, I confirm that I have read and understood the above.