As a pioneer of sustainable investing, Robeco has long believed in putting our money where our mouth is. We’ve now done this by sharing valuable intellectual property through free access to our SDG Framework, which scores companies based on the contributions they make to the Sustainable Development Goals.
“You really have to integrate sustainability, otherwise it doesn’t make sense,” says Masja, who has been promoting SI techniques in all their forms for almost two decades. “Just like you have to change the system from the inside out. But that system doesn’t let itself be changed easily. You’ve got to be in for the long haul. And that requires leadership with a sustainable vision.”
It’s still about making returns for clients – generating ‘alpha’ – but in a way that doesn’t compromise future generations. “I’m convinced that in the really long term, a sustainable company is also a better investment,” Masja says.
企業和國家/經濟體在可持續發展的表現評分為何？
查看企業對聯合國可持續發展目標(SDG)所作出的貢獻作出評分，也對國家/經濟體在環境、社會和管治(ESG)準則的表現進行排行。
The eternal dilemma
Trying to be sustainable and do the right thing while also needing to make money is the eternal dilemma. “Asset managers aren’t actually there to make the world a better place, but we do direct the money flows,” Masja says. The reality is that asset managers do generally navigate on outperformance and their assets under management first, and look at sustainability second.”
“We always have that discussion: whether making the world a better place fits within the fiduciary mandate. I believe that it is possible to do both: invest well, while following your own principles. At Robeco, we believe in investing for wealth AND well-being. Biodiversity, climate, human rights – we’re now trying to include all of that in our bottom-up investment research.”
One of the best frameworks
Sharing this bottom-up research is where the SI Open Access Initiative comes in, starting with the proprietary SDG Framework. “I think it’s one of the best frameworks out there,” Masja says. “But what if clients want to gear their entire portfolio toward the SDGs? Then there’s not much they can do with those scores of ours, because they only cover Robeco’s portfolios.”
“If you want to enable your clients to manage their entire portfolio based on our unique SDG Framework, you need to open it up. We’ve done this through this initiative, where clients and academics can gain insight into research that until recently was exclusive.”
“We have to deal with competitors in our industry, but in the area of sustainability, we actually work together on many fronts, because only by doing so together can you achieve anything.”
This story is an excerpt from a longer interview from the Quantifying sustainability book.
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。