Scarce Resources, Abundant Investment Opportunities

Smart Materials

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.


Portfolio Managers



Pieter Busscher, CFA
Senior Portfolio Manager


Thiemo Lang, PhD
Senior Portfolio Manager



Equity Analysts

Mathias Büeler, CFA
Senior Analyst
Financials, Media

Moritz Dullinger,CFA, CAIA

Oliver Girakhou
Senior Analyst
Materials, Construction, Machinery & Transportation
Thomas Guennegues, CFA
Senior Analyst
Utilities, Renewable Energies, Electrical Equipment

Junwei Hafner-Cai, CIIA
Senior Analyst

Matthias Müller, CFA
Senior Analyst
Information Technology & Telecommunication

Aaron Re'em, CFA
Consumer Staples & Retailing

Sustainability Investing (SI) Analysts

Jacob Messina, CFA
Head of SI Research

Daniel Bernalte Hindersin
SI Analyst
Financials & Real Estate

Elina Kaarina Hokkanen
Senior SI Analyst

Roland Hengerer, PhD
Senior SI Analyst
Utilities, Energy, Electrical Equipment

Michael van der Meer, CFA
Senior SI Analyst
Emerging Markets

Roraj Pradhananga
SI Analyst
Consumer Discretionary & Staples, Telecommunication

Research Talent Pool
3 Team Members

Additional resources

ESG Ratings
9 Team Members
Quantitative Research
5 Team Members
Governance and Active Ownership (Robeco)
11 Team Members
Client Portfolio Management
2 Team Members