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RobecoSAM AG

PRI reporting framework 2018

You are in Direct - Listed Equity Active Ownership » Engagement » Process » General processes for all three groups of engagers

General processes for all three groups of engagers

LEA 09. Share insights from engagements with internal/external managers

09.1. Indicate if insights gained from your engagements are shared with your internal or external investment managers.

Type of engagement

Insights shared

Individual/Internal staff engagements

Collaborative engagements

09.2. Additional information. [Optional]

The answers above are related to both AO Engagement and CSA Engagement.

AO Engagement

Robeco has an integrated sustainability investing framework. The outcomes of our engagement efforts are communicated to our analysts, portfolio managers, and clients, enabling them to incorporate this information into their investment decisions.

CSA Engagement

The results from the annual RobecoSAM Corporate Sustainability Assessment (CSA) are shared with analysts and portfolio managers within Robeco and RobecoSAM, and are integrated into research processes, products and advisory services. The insights gained from the engagement activities with companies through the CSA form the foundation for RobecoSAM's Sustainability Investing Research approach, which in turn acts as a key input into integrating sustainability information into the various investment approaches across the Robeco group.

Since 2016, RobecoSAM has been publishing the percentile ranks of the scores derived from the CSA on the Bloomberg Professional platform, making selected results available to the broader investment community at no additional cost. The index constituent list for the Dow Jones Sustainability Indices (DJSI) are publicly available on RobecoSAM’s website, free-of-charge. On average, these lists are downloaded once an hour every day by investors, students, academics, companies and NGO’s from around the world.


LEA 10. Tracking number of engagements

10.1. Indicate if you track the number of your engagement activities.

Type of engagement
Tracking engagements

Individual / Internal staff engagements

Collaborative engagements

10.2. Additional information. [OPTIONAL]

The answers above are related to both AO Engagement and CSA Engagement.

AO Engagement

The Active Ownership team tracks all of the engagement cases in our value and enhanced engagement programs. These cases are reported on a frequent basis, including status changes on the pre-defined SMART objectives.

If we support other investors by co-signing letters, for companies out-side the program, we typically do not consider these as engagement cases. Only if we have defined specific goals with SMART objectives, we place such engagements in our program.

CSA Engagement

RobecoSAM tracks the number of direct company engagements through the Corporate Sustainability Assessment (CSA) in terms of the number of feedback calls, meetings and workshops held with companies. On a more granular level, RobecoSAM tracks the number of direct interactions with companies by email or phone through its dedicated CSA Helpline, which serves as an ongoing, free-of-charge line of communication between companies and RobecoSAM.

In 2017, RobecoSAM held over 250 individual feedback calls, meetings and workshops with companies that participated in the CSA. The CSA Helpline sent nearly 9,000 emails in 2017 and held over 500 phone calls with companies.


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