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Impact equities

Global Gender Equality Impact Equities

Strength in diversity

Key Points

  • Investing in gender equality creates positive impact—Delivers positive long-term shareholder returns by selecting companies with a strong competitive advantage from recognizing and acting on the strategic importance of improving gender equality.
  • Contribution to the UN Sustainable Development Goals —Supports the achievement of the Sustainable Development Goals by investing in companies that exhibit strength in the retention of female talent, equal remuneration and employee well-being.
  • Unique investment strategy — The fundamental research into gender equality is backed by RobecoSAM’s own sustainability data set collected over more than 15 years. Additional integration of expert data on gender equality from the EDGE Certified Foundation.
  • A reliable partner — As the pioneer of Sustainability Investing, RobecoSAM has unique, long-term experience in this field.

Philosophy

Our investment philosophy is grounded in the core belief that the integration of ESG factors into a disciplined, research-driven investment process leads to better-informed investment decisions and better risk-adjusted returns through an economic cycle.

Building on our proprietary data and research, we identify companies that generate a competitive advantage through sound business practices, efficiency improvements, and the creation of new solutions for the myriad challenges facing society over the coming decades.

Taking a long-term investment perspective, we analyze companies’ business models, market positioning and growth potential, and evaluate their financial performance and valuation. Based on this fundamental assessment, we seek to uncover attractive investment opportunities and implement them in concentrated, conviction-based equity portfolios.

Interesting documents
Social Impact Report

Process

The strategy applies a systematic, bottom-up stock selection process that combines extensive proprietary ESG research with rigorous fundamental analysis into gender equality indicators. The result is a concentrated portfolio of attractively valued companies with a positive social impact

Sustainable universe — The starting universe focuses on companies with a strong sustainability profile and the best performance based on the gender equality data collected by RobecoSAM and the EDGE Certified Foundation

Idea generation & investment recommendation — Sustainability research into the most material gender equality factors is integrated into a structured, bottom-up research process

Portfolio construction — The Portfolio Manager’s decisions result in the creation of a high-conviction portfolio of companies with attractive valuations, sound economic fundamentals and strong responsibility toward gender equality, thereby optimizing the risk/return profile

Team

The Investment Team analyzes sector trends, identifies investment opportunities and conducts fundamental research on companies. It closely interacts with SI research to conclude their investment decisions. Portfolio managers finally construct the portfolios and constantly monitor their exposures.
The team of SI Analysts assess the gender performance of companies and together with the ESG ratings team continuously develop the gender methodology.

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.

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