The RobecoSAM Sustainable Global Equities Strategy aims to generate attractive returns from a concentrated portfolio of attractively valued global sustainability leaders that exhibit positive momentum characteristics.
The investment universe for the RobecoSAM Global Equities Strategy consists of all stocks in the MSCI World universe that have received a sustainability score based on the RobecoSAM Corporate Sustainability Assessment, plus any companies with a minimum market cap of USD 1 billion that have an exposure to one of RobecoSAM’s Sustainability Themes. By broadening the investment universe to include small and mid-cap companies that offer solutions to long-term global challenges, RobecoSAM can capture additional alpha opportunities. The resulting investment universe consists of approximately 2,000 global and theme stocks with a RobecoSAM sustainability score.
As a result, the RobecoSAM Sustainable Global Equities Strategy delivers strong risk-adjusted returns over the MSCI World Index by providing exposure to sustainability leaders across all sectors and markets.
Olaf Martin, CIIA
Junwei Hafner-Cai, CIIA
Rainer Baumann, CFA
The Sustainable Global Equities strategy is managed by two seasoned portfolio managers who form part of the Global Equities team based in Zurich. The portfolio managers are supported by dedicated equity analysts and further sustainability analysts from the Sustainability Investing research team. The portfolio managers also have access to Robeco’s and RobecoSAM’s investment teams.