Faced with aging populations and a sharp increase in chronic diseases such as obesity, global healthcare systems are coming under intense pressure. Preventive healthcare, early diagnosis and targeted treatments offer sustainable solutions to this challenge by helping to stem healthcare costs.
At the same time, individuals’ growing awareness of the benefits of a healthy lifestyle is creating new markets, opening up fresh investment opportunities.
Increasingly affluent consumers are able and willing to pay more for better nutrition, personal care and leisure activities – but also demand better quality and greater transparency.
Our 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’s Healthy Living strategy focuses on innovative companies offering competitive solutions that will profit from trends in four key areas:
Nutrition: Changing dietary patterns create opportunities in the areas of organic and natural food, nutrition, food safety and analysis.
Activity: Growing awareness of the positive health effects of physical activity creates opportunities for producers of athletic apparel and equipment as well as fitness centers.
Personal care: Consumers’ growing preference for natural products creates opportunities in cosmetics, hygiene and nutritional supplements.
Dieter Küffer, CFA
Mathias Büeler, CFA
Materials, Construction, Machinery & Transportation
|Thomas Guennegues, CFA
Utilities, Renewable Energies, Electrical Equipment
Junwei Hafner-Cai, CIIA
|Matthias Müller, CFA
Information Technology & Telecommunication
Aaron Re'em, CFA
Sustainability Investing (SI) Analysts
|Jacob Messina, CFA|
Head of SI Research
Senior SI Analyst
Energy & Mining
|Roland Hengerer, PhD|
|Jürgen Siemer, PhD
Senior SI Analyst
Melissa Castillo Spinoso
Michael van der Meer, CFA
Rachel Whittaker, CFA