Global Gender Equality Impact Equities

Global Gender Equality Impact Equities

The RobecoSAM Global Gender Equality Impact Equities Strategy offers investors exposure to a concentrated, high conviction portfolio of global companies that are leaders in promoting gender diversity and equality. The strategy aims to create a positive societal impact by driving change at companies while aiming to outperform the MSCI World Index.

The strategy uses proprietary sustainability data from the RobecoSAM Corporate Sustainability Assessment to rank companies based on their performance on a range of key labor and gender-related criteria. Combining the resulting RobecoSAM Gender Score with Robeco’s proprietary quantitative valuation and momentum models, the investment team constructs a high conviction portfolio of approximately 40-80 attractively valued companies that are leaders in promoting gender diversity and equality while exhibiting strong business fundamentals.  
  
Key benefits of the RobecoSAM Global Gender Equality Impact Equities Strategy include:

  • Suitable for investors who wish to make a positive societal impact in areas related to gender diversity and equality
  • Systematic investment process based on a combination of proven quantitative valuation and momentum models and the RobecoSAM Gender Score based on information gathered through RobecoSAM’s Corporate Sustainability Assessment, an annual ESG analysis of approximately 3,000 listed companies
  • Supported by an Advisory Board consisting of the EDGE Certified Foundation to further develop the gender diversity and equality criteria in the RobecoSAM Corporate Sustainability Assessment

Team

 Portfolio Managers

  
   

martin-olaf

Olaf Martin, CIIA
Senior Portfolio Manager

junwei-hafner

Junwei Hafner-Cai, CIIA 
Co-Portfolio Manager / Senior Analyst Industrials


 

 

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

Using data from the RobecoSAM Corporate Sustainability Assessment, we evaluated companies based on a series of gender equality and diversity measures such as:

  • board nomination process
  • retention of female talent
  • equality of remuneration
  • health and safety and work-life balance policies

And came up with a “RobecoSAM Gender Score” for each company.
We then compared the financial performance of a portfolio consisting of “High Gender Score” companies against that of a portfolio of “Low Gender Score Companies.” To find out which portfolio did better, read our white paper “Does corporate gender equality lead to outperformance?”

Social Impact Investing - Gender equality: moving beyond board composition

One of the most fascinating topics discussed at this year’s RobecoSAM Forum was the link between gender equality and company performance.