The year saw a record level of sustainable assets under management recorded in 2019, with some notable milestones and achievements. It marked the 20th anniversary of launching our first sustainable equities fund in 1999. A lot has changed since then, and as the sustainable investing capabilities of Robeco have grown exponentially, we decided to reclassify our range of strategies to give clients a clearer choice in the level of sustainability they prefer to adopt.
This led to the creation of three categories of fund: Sustainability Inside, Sustainability Focused, and Impact Investing. Assets under management in SI Inside strategies grew to EUR 132 billion, while Sustainability Focus and Impact Investing strategy assets reached EUR 16.5 billion. Net inflows from clients for whom sustainability is deemed to be important in their manager selection criteria increased by 50% between 2018 and 2019.
“These are encouraging numbers, as in the journey towards more sustainable global markets, the reallocation of assets towards more sustainable strategies will make a difference,” says Peter Ferket, Chief Investment Officer of Robeco, in his introduction to the report.
“Our investment teams are also continuing to seek ways to show the impact that environmental, social, and governance (ESG) integration has on our investment decision making and performance, to enable us to prove that it works. For example, during the year we quantified the performance impact of ESG integration in our Global Stars fund, showing that key ESG factors explained about 20% of the fund’s outperformance over this time period.”
緊貼荷寶可持續投資
獲取荷寶的電郵月報及最新觀點報告，構建最綠色的投資組合。
Being responsible stewards
“The year also marked the 15th anniversary of the founding of our Active Ownership team, and as can be seen in this extensive report, the drive for using voting and engagement to further the ESG credentials of companies has never been more powerful.”
“As the role of stewardship and what is expected of us by clients grows ever more prominent, we believe strongly in acting as responsible stewards of the assets we manage on behalf of our clients across the globe. We do this in the belief that this adds value for our clients and other stakeholders in the long term.”
For Robeco’s Active Ownership team, 2019 saw record levels of activity, along with four new engagement themes. Robeco exercised its right to vote at almost 6,000 shareholder meetings in 2019, and conducted 255 engagement cases with companies in our clients’ portfolios. New engagement themes that we started to address were single-use plastic, the social impact of artificial intelligence, digital innovation in healthcare, and unsustainable palm oil.
免責聲明
本文由荷宝海外投资基金管理(上海)有限公司(“荷宝上海”)编制, 本文内容仅供参考, 并不构成荷宝上海对任何人的购买或出售任何产品的建议、专业意见、要约、招揽或邀请。本文不应被视为对购买或出售任何投资产品的推荐或采用任何投资策略的建议。本文中的任何内容不得被视为有关法律、税务或投资方面的咨询, 也不表示任何投资或策略适合您的个人情况, 或以其他方式构成对您个人的推荐。 本文中所包含的信息和/或分析系根据荷宝上海所认为的可信渠道而获得的信息准备而成。荷宝上海不就其准确性、正确性、实用性或完整性作出任何陈述, 也不对因使用本文中的信息和/或分析而造成的损失承担任何责任。荷宝上海或其他任何关联机构及其董事、高级管理人员、员工均不对任何人因其依据本文所含信息而造成的任何直接或间接的损失或损害或任何其他后果承担责任或义务。 本文包含一些有关于未来业务、目标、管理纪律或其他方面的前瞻性陈述与预测, 这些陈述含有假设、风险和不确定性, 且是建立在截止到本文编写之日已有的信息之上。基于此, 我们不能保证这些前瞻性情况都会发生, 实际情况可能会与本文中的陈述具有一定的差别。我们不能保证本文中的统计信息在任何特定条件下都是准确、适当和完整的, 亦不能保证这些统计信息以及据以得出这些信息的假设能够反映荷宝上海可能遇到的市场条件或未来表现。本文中的信息是基于当前的市场情况, 这很有可能因随后的市场事件或其他原因而发生变化, 本文内容可能因此未反映最新情况,荷宝上海不负责更新本文, 或对本文中不准确或遗漏之信息进行纠正。