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:
Junwei Hafner-Cai, CIIA
Olaf Martin, CIIA
Rainer Baumann, CFA
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:
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?”