RobecoSAM wins sub-advisory mandate for newly launched Daiwa SBI Global Electric Vehicle Revolution strategy

  • One of the first electric vehicle strategies domiciled in Japan
  • Raised over USD 1.1 bn in first month
  • Invests in the emerging megatrend of electric vehicles

Zurich, March 28, 2018 

RobecoSAM, the investment specialist that has focused exclusively on Sustainable Investing (SI) for over 22 years, today proudly announces, that Daiwa SB Investments Ltd. (Daiwa SBI), a major Japanese asset manager, has selected RobecoSAM to be the sub-advisor for the Daiwa SBI Global Electric Vehicle Revolution strategy (the “strategy”).

Daiwa Securities Co. Ltd., one of the leading financial service firms in Asia, is the distribution intermediary for the strategy, which is currently available to Japan domiciled investors. The strategy was launched on January 24, 2018, and as per March 27, 2018, the strategy counted over JPY 143 bn (approx. USD 1.4 bn) in assets.

Four main investment clusters 

The strategy invests globally in companies that benefit from the emerging electric vehicles (EV) revolution, focusing on four main investment clusters: EV component suppliers, EV car manufacturers & subsystem suppliers, electrical grid & charging infrastructure, and connectivity & autonomous driving. In addition to a thorough definition of the investment clusters and their investable universes, financially material ESG aspects are also taken into account on a company level, enhancing the traditional financial valuation. Japan domiciled investors can find more information about the strategy at the link:

Kazuhiro Horie, General Manager, Product Planning & Strategy, Investment Management Division, Daiwa SBI: “We have identified an extremely attractive investment theme and have selected RobecoSAM as the sub-advisor best positioned to manage the strategy. We have entrusted RobecoSAM with this mandate because of its credibility, focus, and successful track record in Sustainable Investing and in managing resource efficiency-themed strategies.”

Aris Prepoudis, CEO, RobecoSAM: “We are extremely honored that Daiwa SBI has entrusted us to be the sub-advisor for their newly launched Daiwa SBI Global Electric Vehicle Revolution strategy. Daiwa SBI’s clients will benefit from RobecoSAM’s collective thematic investing expertise, gained over more than 22 years, to identify and invest in companies that provide solutions to some of the worlds’ greatest challenges. E-mobility has become an irreversible long-term trend and growth driver. Thanks to our thematic investment track record and expertise in SI, we look forward to capturing these opportunities for the benefit of Daiwa SBI and its clients.”

As a Japanese entity and a sister company of RobecoSAM, Robeco Japan Co., Ltd. provides RobecoSAM with support to fulfill this mandate. Shiro Tsubota, President & Representative Director, Robeco Japan, commented: “I am very proud of my team at Robeco Japan that we were able to connect Daiwa SBI and RobecoSAM and bring to fruition this exciting collaboration.”


RobecoSAM AG
Corporate Communications
Office number: +41 44 653 10 02


Disclaimer RobecoSAM

The information contained on these pages is solely intended for Qualified Investors in accordance with the Swiss Collective Investment Schemes Act of 23 June 2006 (“CISA”) domiciled in Switzerland, Professional Clients in accordance with Annex II of the Markets in Financial Instruments Directive II (“MiFID II”) domiciled in Liechtenstein, Austria, Germany, Sweden, UK, France, Netherlands or Italy holding a distributor license or herewith requesting respective information on products and services in their capacity as Professional Clients.
Some funds about which information is shown on these pages fall outside the scope of the Swiss Collective Investment Schemes Act of 26 June 2006 (“CISA”) and therefore do not (need to) have a license from or registration with the Swiss Financial Market Supervisory Authority (FINMA). Some funds about which information is shown on this website may not be available in your domicile country.
To view the Robeco/RobecoSAM products that are registered/available in your country, please go to the respective Fund Selector and select your country of domicile. Neither information nor any opinion expressed on this website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco or RobecoSAM product should only be made after reading the related legal documents such as management regulations, prospectuses, annual and semi-annual reports, which can all be obtained free of charge at the Robeco offices in each country where Robeco has a presence.

By clicking “I agree” you confirm that you/the company you represent falls under one of the above-mentioned categories of addressees and that you have read, understood and accept the terms of use for this website.