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Impact equities

Global SDG Equities

Actively contribute to meeting the SDGs

Key Points

  • High-impact portfolio — Invest in product and service providers with direct and high impact, measured by their contribution to the UN Sustainable Development Goals
  • Proprietary SDG guidebooks — Profit from a multi-stage assessment of companies, enabling an objective and consistent quantification of their SDG contributions
  • Long-term value creation — Apply an investment process that combines fundamental company research with a dynamic portfolio optimization that minimizes risk
  • A reliable partner — Take advantage of the unique and proven long-term experience of RobecoSAM in sustainability and thematic investing

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.

Process

The strategy applies a disciplined investment process that enables the construction of a concentrated portfolio reflecting high-conviction investment opportunities while reducing overall volatility. There are four decision steps: an initial impact universe is built, corporate sustainability is enhanced, investment opportunities are identified, and the portfolio is constructed. 

RobecoSAM has developed a proprietary SDG framework to map companies on the different SDGs. An industry-specific set of KPIs supports objective, consistent decision-making and leads to a quantified rating, measuring a company’s contribution to the SDGs. Fundamental research then provides the basis for the selection of those companies that exhibit a strong competitive position and a solid financial performance. Portfolio construction is based on an optimization process that selects holdings and defines weightings. The calculation incorporates high-conviction ideas, ensures diversification among the SDGs, and minimizes the portfolio’s overall risk.

Team

The Global SDG Equities strategy is managed by two seasoned portfolio managers who form part of the Impact equities team based in Zurich. The portfolio managers are directly involved in research on a company level. They perform company screening and work on the fundamental investment cases. The portfolio managers cooperate closely with the Quant and SI analysts. The Quantitative Research team supports the portfolio managers with the engineering of customized universes and systematic company screenings. The SI analysts assess sectors and companies from a sustainability and impact perspective.

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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