Pole Position in the Clean Energy Race

Smart Energy

Smart Energy: Smart performance

Our insatiable hunger for energy has highlighted the need for more energy efficient solutions. Energy efficient LED lighting technology can help us reduce our energy consumption while offering other benefits.

The global economy is increasingly facing a number of simultaneous energy challenges driven by the need to secure a sustainable, reliable and affordable source of energy. Growing concerns over climate change, CO2 emissions, energy security and the need to feed an insatiable hunger for energy are driving the search for alternative sources of energy and energy-efficient solutions.

At the same time, technical innovations are boosting the competitiveness of clean energy sources. And thanks to greater environmental awareness and tougher legislation, energy-efficient products are becoming ever more popular among consumers. 


energyOur theme update slides explore sustainability issues of current relevance, providing a snapshot of innovative product segments, new applications or emerging trends including an example of a company active in the respective area.

RobecoSAM has identified the following investment clusters that are likely to profit from the key trends driving the global energy sector:

energy-1

Renewable Energies: Includes producers and project developers of renewable energies such as solar, wind, hydropower, as well as suppliers of components such as polysilicon, cell & module producers and solar inverter manufacturers, or wind turbine and gearbox manufacturers.

  
energy-2

Energy Distribution: Includes companies that enable the efficient distribution of energy such as equipment and service suppliers for the electrical grid, providers of smart grid and smart city solutions, electric transmission and distribution systems operators, natural gas utilities and LNG engineering & transportation companies.

  
energy-3

Energy Management: Companies that offer semiconductor based solutions to convert electrical power efficiently for computing, communications, automotive and industrial applications; as well as providers of energy storage solutions for consumer electronics, electric vehicles, and stationary storage for residential applications and grid management.

  
energy-4

Energy Efficiency: Companies that provide energy saving technologies and products such as efficient lighting, insulation and power management for building management applications; automation, friction reduction, heat exchange systems and efficient motors for industrial processes; and fuel efficiency systems, lightweight materials or energy efficient alternatives for the transportation sector.

Team

Portfolio Managers

  
   

thiemo-lang

Thiemo Lang, PhD
Senior Portfolio Manager

pieter-busscher

Pieter Busscher, CFA 
Senior Portfolio Manager
(deputy)


 

 

Equity Analysts

Mathias Büeler, CFA
Senior Analyst
Financials, Media

Moritz Dullinger
Analyst
Healthcare

Oliver Girakhou
Senior Analyst
Materials, Construction, Machinery & Transportation
Thomas Guennegues, CFA
Senior Analyst
Utilities, Renewable Energies, Electrical Equipment

Junwei Hafner-Cai, CIIA
Senior Analyst
Industrials

Matthias Müller, CFA
Senior Analyst
Information Technology & Telecommunication

Aaron Re'em, CFA
Analyst
Consumer Staples & Retailing

Sustainability Investing (SI) Analysts

Jacob Messina, CFA
Head of SI Research
Healthcare, Consumer Products & Services
Francis Condon
Senior SI Analyst
Financials, Energy & Mining
Roland Hengerer, PhD
Senior SI Analyst
Utilities, Renewable Energies & Electrical Equipment
Rashila Kerai
Senior SI Analyst
Materials & Transportation, Impact Investing

Melissa Castillo Spinoso
SI Analyst
Industrials, Telecommunication, IT Software & Services

Michael van der Meer, CFA
Senior SI Analyst
Emerging Markets

Vacant
Consumer Staples & Discretionary