Over time, the increasing pressure on natural resources and human ingenuity have systematically led to the development of substitute materials and new technologies enabling a more efficient use of natural resources.
The Smart Materials theme focuses on innovative materials that serve as a substitute for supply constrained resources and technologies that improve the efficiency of production processes and usage.
The theme focuses on four key investment clusters:
Advanced materials: Focuses on functional materials, as well as strategic and specialty metals that are vital to modern technology and industry, and offer greater value added than cyclical commodity producers.
Transformational materials: Focuses on paradigm shifting materials such as biomaterials, lightweight composite materials, energy storage and efficient lighting and displays, all of which improve the performance specifications of a product, pioneer new applications, and/or prolong product life.
Process technologies: Invests in companies that provide analytical instruments, industrial gases, and recycling and re-use, which deliver efficiency gains in the extraction, processing, and usage of resources/materials.
Automation & robotics: Includes automation and process control, robotics, laser and software companies that help make manufacturing processes more efficient, safe, and less polluting.
Pieter Busscher, CFA
Thiemo Lang, PhD
Mathias Büeler, CFA
Moritz Dullinger,CFA, CAIA
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
Healthcare, Consumer Staples
Melissa Castillo Spinoso
|Roland Hengerer, PhD|
Senior SI Analyst
Utilities, Renewable Energies & Electrical Equipment
Senior SI Analyst
Materials & Transportation, Impact Investing
Michael van der Meer, CFA
Research Talent Pool
|Sustainability Applications and Operations|
7 Team Members
5 Team Members
|Governance and Active Ownership (Robeco)|
11 Team Members
|Client Portfolio Management|
2 Team Members