Zurich, January 17, 2019
RobecoSAM, the investment specialist that has focused exclusively on Sustainability Investing (SI) for over 23 years, has renamed the Global Sustainable Impact Equities strategy to RobecoSAM Global SDG Equities strategy (the “strategy”). This move is a testament to the company’s increasing focus on the UN’s 17 Sustainable Development Goals (SDGs). Contributing to the successful first year of the strategy are the award-winning proprietary SDG investing methodology and the strong track record. Since launch in December 2017, it has produced competitive returns in volatile market conditions. Rainer Baumann, Head of Investments at RobecoSAM, continues to manage the strategy with the investment process remaining unchanged.
In late 2018, the strategy absorbed the assets of another RobecoSAM strategy, the Sustainable Global Equities strategy. While the investment objectives of the two were closely aligned, it was only the Global Sustainable Impact Equities strategy which enabled asset owners to invest solely in companies contributing towards achieving the SDGs. Now, more RobecoSAM clients, whose combined assets amount to approximately USD 50 million in the strategy, can achieve competitive financial returns while investing in a portfolio of listed companies, where operations, products, and services demonstrably contribute towards the SDGs.
“The inception of the SDGs in 2015 provided investors with a framework to achieve greater positive social, economic, and environmental impact. More recently, we have seen clients recognizing the societal imperative of the SDGs and becoming increasingly keen to quantify the impact of their investments. The strategy now brings together for investors the opportunity to create positive impact, to generate competitive returns, and to benefit from RobecoSAM’s award-winning proprietary SDG investing methodology.”
RobecoSAM has developed a proprietary methodology that can objectively and reliably measure the SDG contributions within an investment portfolio. This proprietary methodology from RobecoSAM received the “Award for Innovation (Funds)” at the Investment Week Sustainable & ESG Investment Awards 2018.
The three-step approach firstly links a company’s products and services to the SDGs for contribution and impact, secondly it analyzes sustainability in terms of corporate policies, structures and operations. The third and final step is continuous monitoring for material controversies and reputational damage. The outcome of this is quantified and results in companies being given an SDG score based on their contribution to the SDGs and the extent of this contribution.
RobecoSAM Global SDG Equities is a high-impact strategy tailored to retail and institutional investors, as well as foundations, that are looking to put their wealth to work in support of the UN Sustainable Development Goals. It was first launched to market in December 2017 as Global Sustainable Impact Equities to harness the multi-billion dollar opportunity for investors seeking to instigate positive, measurable impact while generating competitive returns. Measurement of the positive impact of the investments uses the RobecoSAM methodology and impact reporting.
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