Sustainability Network

As part of its commitment to making financial markets more sustainable, RobecoSAM engages with institutions such as Eurosif, UN PRI, ASrIA and Ceres. Our active contribution to these important global platforms for collaborative action on sustainability issues enables us to help shape the global investment agenda. Our key memberships are outlined in the following:

 

UN PRI

The UN Principles for Responsible Investment (UN PRI) were developed by an international group of institutional investors in response to the increasing relevance of environmental, social and governance (ESG) issues to investment practices. The process was convened by the Secretary-General of the United Nations. The Principles provide a voluntary framework for investors to incorporate ESG issues into investment decision-making and ownership practices and so better align their objectives with those of society at large.

As a signatory of the UN PRI, RobecoSAM is part of a global network of peer investors exploring and acting on ESG issues. We publicly commit to adopting and implementing the Principles in the best long-term interests of our beneficiaries. We also commit to evaluating the effectiveness of the Principles and improving their content over time. In this way we can contribute to a more long-term oriented, transparent, sustainable and well-governed investment market and business activity.

The six Principles of the UN PRI to which signatories agree state:

  • We incorporate ESG issues into investment analysis and decision-making processes.
  • We will be active owners and incorporate ESG issues into our ownership policies and practices.
  • We will seek appropriate disclosure on ESG issues by the entities in which we invest.
  • We will promote acceptance and implementation of the Principles within the investment industry.
  • We will work together to enhance our effectiveness in implementing the Principles.
  • We will each report on activities and progress toward implementing the Principles.

For more information on the UN PRI, go to http://www.unpri.org/.

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Eurosif

RobecoSAM is a signatory of the transparency guidelines for sustainable retail funds issued by the European Sustainable Investment Forum (Eurosif). The purpose of these guidelines is to improve the quality of reporting to private investors, fund managers, providers of research services, and other stakeholders.

Eurosif is a pan-European network and think tank whose mission is to champion sustainability through European financial markets. Eurosif members include institutional investors, financial service providers, academic institutes, research associations, trade unions and NGOs. As a not-for-profit entity, Eurosif represents assets totaling more than Euro 1 trillion through its affiliate membership.

RobecoSAM fully endorses Eurosif’s transparency initiative. We believe that the guidelines serve as a useful orientation for investors and render the various investment processes adopted by individual fund providers more transparent. RobecoSAM holds Eurosif’s transparency logo for sustainability investment funds, which underscores our commitment to a transparent communication of our sustainability investing strategy.

For more information on Eurosif, go to http://www.eurosif.org/.

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United Nation Global Compact

The United Nations Global Compact (UNGC) is the world’s largest corporate sustainability initiative. The organization supports companies to achieve sustainable development through two primary avenues. The core activity has long been the Ten Principles on human rights, labor, environment and anti-corruption. More recently, UNGC launched the Sustainable Development Goals (SDGs) which address 17 critical areas of development toward which companies can make significant contributions through their strategy and operations.

RobecoSAM is a signatory to the UNGC, supporting and advancing the ten principles through our activities and sphere of influence. Our Corporate Sustainability Assessment (CSA) methodology aligns very well with the Principles and forms the backbone of our activities, which include composing the Dow Jones Sustainability Indices and managing our own investment strategies.

For more information on the UN Global Compact, go to: https://www.unglobalcompact.org.

RobecoSAM’s Communication on Progress: https://www.unglobalcompact.org/system/attachments/cop_2017/351721/original/UNGC_Letter_signed.pdf?1483730666

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Global Reporting Initiative (GRI)

GRI is an international independent organization that helps businesses, governments and other organizations understand and communicate the impact of business on critical sustainability issues such as climate change, human rights, corruption and many others. RobecoSAM and GRI work together on research and methodology. GRI and RobecoSAM have collaborated on research pieces that identify and report on material issues in certain industries. RobecoSAM has, where appropriate, aligned definitions and indicators to those present in GRI’s G4 framework and the new Standards. Finally, RobecoSAM and GRI collaborate to ensure that the reporting burden for companies can be reduced while aligning sustainability metrics to make them more consistent and relevant for the investment community.

For more information, please visit: https://www.globalreporting.org/


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Swiss Sustainable Finance  (SSF)

RobecoSAM is a founding member of SSF, an organization that aspires to strengthen the position of Switzerland in the global marketplace for sustainable finance by informing, educating and catalyzing growth. Daniel Wild, PhD., Head of Sustainability Investing Research & Development at RobecoSAM, is a Board Member of SSF. RobecoSAM has contributed its expertise to the activities of SSF, for instance by writing the chapter on ESG Integration for the “SSF Handbook on Sustainable Investments” targeted at Institutional Investors.

For more information, please visit: http://www.sustainablefinance.ch/

 


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Carbon Disclosure Project (CDP)

CDP (formerly the Carbon Disclosure Project) runs a global disclosure system that enables companies, cities, and states to measure and manage their environmental impact. It is the most comprehensive collection of self-reported carbon emission data in the world, with over 5,600 companies responding to CDP's climate change, water, forests and supply chain questionnaire in 2016. CDP's network of investors represent over $100 trillion in assets.
 
RobecoSAM is a member of CDP and exchanges insights and ideas with CDP via regular meetings and conference calls. RobecoSAM has aligned the climate strategy questions of the DJSI with CDP's climate questions. In addition, RobecoSAM shares opinions and approaches regarding water risk issues. 
 
For more information on the CDP, go to https://www.cdp.net.





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 Portfolio Decarbonization Coalition (PDC)

The Portfolio Decarbonization Coalition (PDC) is a multi-stakeholder initiative that seeks to reduce global greenhouse gas emissions by mobilizing a critical mass of institutional investors committed to gradually decarbonizing their portfolios.

The PDC was co-founded in 2014 by the United Nations Environment Programme (UNEP) and its Finance Initiative (UNEP FI) and some of Europe’s largest pension funds and asset managers.

RobecoSAM is a member of the PDC and has contributed valuable insights about how companies report their historic footprint, address environmental aspects of their business and prepare for climate related risks. RobecoSAM assess companies’ carbon footprint via our Corporate Sustainability Assessment (CSA) which combines both quantitative data and qualitative information. Furthermore RobecoSAM engages directly with many companies in the automotive, utilities, real estate and cement industries in order to help them reduce carbon emissions. RobecoSAM shares its insights with PDC in order to promote the relevance of decarbonization.

For more information, please visit: http://unepfi.org/pdc/







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Academic Activities

RobecoSAM has implemented a proactive approach to developing its research partnerships with academia. The purpose of its research collaborations is to confirm RobecoSAM's research leadership position in the Sustainability Finance industry, capitalize on the value of RobecoSAM's proprietary database and further develop its cutting edge methodology for integrating sustainability into the investment process. Within this framework, RobecoSAM focuses on extensive collaboration with and sponsorship of selected academic institutions. In all research initiatives, RobecoSAM assumes an active role in designing, leading and actively supervising the projects.

Over the past year, RobecoSAM has been involved in research collaborations with the following academic institutions:

  • Harvard Business School, Organizational Behavior Unit (Cambridge, MA, USA)
  • Harvard Kennedy School of Government (USA) and Foundation Strategy Group (USA)
  • Hong Kong University of Science & Technology (Hong Kong)
  • University of Queensland (Australia)
  • University of Siena (Italy)
  • University of Strathclyde (UK)