Governance & Active Ownership

Using shareholder rights to maximize value

Investors increasingly wish to have a say in how companies in their investment portfolios are managed – particularly when it comes to ESG issues. RobecoSAM's Sustainability Investing offering is complemented by a range of engagement and proxy voting services aligned with investors' sustainability objectives, enabling investors to exercise their rights and use their influence as shareholders.
 

We believe that a constructive and effective active ownership program can encourage companies to improve their management of environmental, social and corporate governance (ESG) risks, which in turn helps decrease costs, enhancing competitiveness and profitability. As a result, active ownership helps investors maximize shareholder value and enhance long-term returns.

To exercise our shareholder rights, we rely on the expertise of our colleagues on Robeco’s Governance & Active Ownership team, which votes at shareholder meetings on behalf of all of RobecoSAM’s investment funds, and engages with the senior management of listed companies to address ESG issues on behalf of our clients.

Governance & Active Ownership at a glance
 

engagement-cases.jpgEngagement
Engagement primarily focuses on financially material sustainability themes and the elimination of severe breaches in the areas of human rights, labor, environment and bribery & corruption. These themes are selected in cooperation with analysts and portfolio managers, based on the financial materiality analysis conducted by RobecoSAM’s Sustainability Investing Research team. For each engagement theme, the Governance & Active Ownership team sets concrete, measurable engagement objectives, and engagements typically run over a three-year period, during which companies’ progress is tracked.

Voting.jpgProxy Voting
The Governance & Active Ownership team votes at approximately 5,000 shareholder meetings each year, with a focus on high-profile cases such as remuneration, mergers & acquisitions, significant holdings, companies under engagement, and ESG issues.