Quant Sustainable Global Equities

Quant Sustainable Global Equities

The RobecoSAM Quant Sustainable Global Equities Strategy offers investors exposure to global equities close to that of the MSCI World, with an improved sustainability and risk-return profile.

Drawing on RobecoSAM’s expertise in sustainability research and Robeco’s long track record in quantitative investing, the strategy builds a diversified portfolio in which companies with strong sustainability performance and attractive valuation and sentiment characteristics are overweighted relative to the benchmark, while companies with less attractive sustainability profiles are underweighted. 
 

Key benefits of the RobecoSAM Quant Sustainable Global Equities Strategy include:

  • A low-tracking-error global equities strategy with lower costs
  • Bottom-up stock selection based on proven quantitative models that combine the results of RobecoSAM’s annual Corporate Sustainability Assessment, an annual ESG analysis of 2,800 listed companies, with Robeco’s financial screens
  • Suitable for investors who wish to gain exposure to sustainability while outperforming the MSCI World Index 

Team

 Portfolio Managers (Robeco)  
   

machiel-zwanenburg

Machiel Zwanenburg 
Portfolio Manager

michael-strating

Michael Strating  
Head Quantitative Equities, Portfolio Manager 

   
Quantitative Research (Robeco)  
   
David Blitz, PhD 
Head Selection Research
Background in Econometrics

Jornt Beetstra, CFA 
Researcher, Data Management
Background in Econometrics

Matthias Hanauer, PhD, CFA 
Senior Selection Researcher
Background in Econometrics

Joop Huij, PhD  
Head Factor Investing Research 
Background in Econometrics

Dennis Karstanje, PhD 
Selection Researcher
Background in Econometrics

Weili Zhou 
Senior Selection Researcher
Background in Econometrics

Bart van der Grient 
Selection Researcher
Background in Econometrics
 
   
Sustainability Investing Research (RobecoSAM)  
   
Jacob Messina, CFA
Head of SI Research
Healthcare
Francis Condon
Senior SI Analyst
Energy & Mining
Roland Hengerer, PhD
SI Analyst
Utilities
Rashila Kerai
SI Analyst
Materials
Jürgen Siemer, PhD
Senior SI Analyst
Consumer Staples
Melissa Castillo Spinoso 
SI Analyst
Industrials
Michael van der Meer, CFA
SI Analyst
Emerging Markets
Rachel Whittaker, CFA
Senior SI Analyst
Consumer Discretionary & Impact Investing