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 fundamental research, 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 fundamental research and focusing on quality sustainable companies that exhibit a high degree of gender equality. The RobecoSAM Gender Score is based on information gathered through RobecoSAM’s Corporate Sustainability Assessment, an annual ESG analysis of approximately 4,500 listed companies
  • Collaboration with the EDGE Certified Foundation to define the gender diversity and equality criteria in the RobecoSAM Corporate Sustainability Assessment

Team

 Portfolio Managers

  
   

junwei-hafner

Junwei Hafner-Cai, CIIA 
Lead Portfolio Manager

martin-olaf

Olaf Martin, CIIA
Senior Portfolio Manager

rainer-baumann

Rainer Baumann, CFA 
Head of Investments

Impact Investing
The Investment Team analyzes sector trends, identifies investment opportunities and conducts fundamental research on companies. It closely interacts with SI research to conclude their investment decisions. Portfolio managers finally construct the portfolios and constantly monitor their exposures.

Sustainability Investing (SI) Research
The team of SI Analysts assess the gender performance of companies and together with the ESG ratings team continuously develop the gender methodology.

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?”