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RobecoSAM AG

PRI reporting framework 2018

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

New selection options have been added to this indicator. Please review your prefilled responses carefully.

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We continuously support PRI's work, e.g. regarding the development of the new PRI Reporting and Assessment Framework (RobecoSAM was member of the UNPRI Assessment Technical Committee) and the implementation of Principle 1 (RobecoSAM is a member of the ESG Integration Working Group).

Additionally, RobecoSAM contributed to the tax session "Corporate tax strategy - how should responsible investors respond?" at the PRI in Person conference in Montreal (September 2014) and has remained in continuous dialogue with PRI and other PRI signatories about the topic.

In 2015, we participated in the “PRI In Person” conference as main sponsors through our mother company Robeco, and were present in panel discussions. We also collaborated with PRI and RI Academy at the RobecoSAM Forum 2015 in September with a separate stand.

In 2016, we contributed a case study for the ESG integration publication https://www.unpri.org/news/pri-launches-esg-integration-guide-for-equity-investors.

 

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We are integrating CDP climate questions within the RobecoSAM Corporate Sustainability Assessment, which is answered by companies that together represent 1/3 of the world's total market capitalization, thereby incentivizing companies to answer CDP request for information and facilitating the establishment of global standards. Continuous contact to further develop climate relevant criteria (and water).

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We are aligning with CDP water questions within the RobecoSAM Corporate Sustainability Assessment, which is answered by companies that together represent 1/3 of the world's total market capitalization, thereby incentivizing companies to answer CDP request for information and facilitating the establishment of global standards.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Collaboration for GIIN conference, panel participation and speaker

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

RobecoSAM aligned the industry specific Real Estate questionnaire in the Corporate Sustainability Assessment with GRESB.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

The Robeco Group is a member of the International Corporate Governance Network and collaborates on behalf of RobecoSAM. The RobecoSAM Governance and Active Ownership team closely cooperates with the International Corporate Governance Network on an ongoing basis. Furthermore, RobecoSAM voting and engagement services are based on Global Corporate Governance Principles.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We participated in the Consultant Project over the past couple of years. In 2015, we were present at the main Spring conference and supported a side event with a senior water specialist for a dedicated panel.

          RobecoSAM is a signatory / member of Eurosif and ASRIA (before merging with PRI).
        

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

In collaboration with RIAA's RI Academy, we produced an advanced learning module on "Enhanced Financial Analysis" to provide guidance to mainstream investors on ESG integration in fundamental analysis. This online educational tool was launched in April 2013.

We worked closely with Eurosif to provide input on the Framework developed by the IIRC and on public policy developments regarding non-financial reporting in the European Union.

 

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

The RobecoSAM research on incidents uses UNGC breaches. In addition, The Active Ownership team (newly located at our mother company Robeco, but applicable to RobecoSAM as well) uses the 10 UNGC principles for its Enhanced Engagement cases (EE), thus we encourage companies under engagement to comply with the UNGC principles. This helps to proliferate the acceptance of the principles within the business community. Furthermore, Robeco signed the UNGC in 2014 (before we were part of the UNGC via our previous parent company Rabobank) and aims at being an active signatory.

          International Integrated Reporting Committee (IIRC) and Sustainability Accounting Board Standards (SABS)
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

RobecoSAM participated in public consultations on the development of the Framework (IIRC) and the identification of material sustainability issues and key performance indicators through different Industry Working Groups (SASB). Matching of the RobecoSAM ESG criteria with the SASB criteria for questionnaire alignment (on-going).

          Global Reporting Initiative (GRI)
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

RobecoSAM collaborated with the GRI on a joint study on materiality analysis in 2014.

Press release: http://www.robecosam.com/images/150304-press-release-new-GRI-and-RobecoSAM-publication-explores-materiality.pdf

In 2015, the collaboration continued for a second joint publication on financial materiality with additional sector coverage. We are also part of the GRI Technology Consortium through our Executive Committee Member Daniel Wild.

In addition, we are working with GRI on a XBRL pilot project to facilitate global standardization and exchange of ESG data.

In 2016, a follow-up publication on financial materiality was released, covering additional sectors.

          Swiss Sustainable Finance
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

RobecoSAM is a founding member of SSF, Daniel Wild is a board member. Besides strategic guidance, RobecoSAM contributed the chapter on Sustainability Integration in the SSF manual on Sustainable Investing, which was recently also published in English in collaboration with SSF and the CFA association


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          Various training sessions and workshops with client delegations on the investment side, and corporate teams for sustainability topics including Investor Relations. Daniel Wild has assumed the position of a lecturer at the European Business School – Finance Academy, on Sustainability Investing.
        

Frequency of contribution

Description

          In 2017, we provided financial support for a sustainable study conducted by Lucerne University of Applied Sciences and Arts . Furthermore we financed as sponsor the study of Forum Nachaltige Geldanlage (FNG), CSSP, and SSF.
We are involved in a number of academic collaborations in which we share our sustainability data with partner universities, business schools and research institutions, such as Swiss Federal Institute of Technology (ETH), Erasmus University and WWF UK, and support them in conducting empirical research on the linkages between sustainability performance and financial performance. Finally, we participate in a number of industry forums (such as Ceres, and FNG fostering thought-leadership initiatives in which we seek to advance key sustainability topics such as water footprint and education.
        

Frequency of contribution

Description

          We are involved in a number of academic collaborations in which we share our sustainability data with partner universities, business schools and research institutions, such as Swiss Federal Institute of Technology (ETH), Erasmus University and WWF UK, and support them in conducting empirical research on the linkages between sustainability performance and financial performance. Finally, we participate in a number of industry forums (such as Ceres, and FNG fostering thought-leadership initiatives in which we seek to advance key sustainability topics such as water footprint and education. 

In addition, RobecoSAM collaborated and delivered inputs for a sustainable study conducted by Lucerne University of Applied Sciences and Arts.
        

Frequency of contribution

Description

          Through our publications (Yearbook), events (Sustainability Awards) and public listing of company percentile ranks from our corporate sustainability assessment on Bloomberg, we strongly encourage firms to report transparently on ESG issues by setting a standard and providing an incentive.
        

Frequency of contribution

Description

          In 2017, RobecoSAM has sent representatives to speak at numerous events and conferences to promote responsible investing, including the India Responsible Business Forum, DJSI Conference,  Panel Session at NAEM EHS and Sustainability Managers Forum, Panel Session at A discussion on Sustainability Impact, S&P Investment Forum 2017 Tokyo, and GIIN Member Event Europe.
        

Frequency of contribution

Description

          http://www.robecosam.com/en/sustainability-insights/library/insight-flash.jsp
        

Frequency of contribution

Description

          The PRI principles, the development of signatory numbers and covered AuM are standard elements of our investment presentations, encouraging all our contacts (particularly asset owners) to participate.
        

Frequency of contribution

Description

          http://www.robecosam.com/en/sustainability-insights/library/interview/index.jsp
http://www.robecosam.com/en/media/media-releases/index.jsp
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]

Besides developing the Enhanced Financial Analysis learning module in collaboration with the RI Academy, we have a number of ongoing academic collaborations (for instance with Harvard Business School) investigating the links between sustainability performance and financial performance. We regularly publish in-house research papers (see http://www.robecosam.com/en/sustainability-insights/library/index.jsp) including the annually published Sustainability Yearbook, which provides a global reference on corporate sustainability performance. At our annual RobecoSAM Forum 2017, we hosted close to 200 delegates for a full day seminar on sustainability investing, bringing together sustainability leaders from the industry and from the investment community.

http://forum.robecosam.com/agendaspeakers/

Together with the Robeco Japan office, RobecoSAM hosted the Sustainability Awards 2017 in Tokyo with >100 participants and top management representation of the >20 leading sustainability firms in Japan. The awards ceremony recognized Japanese companies that were awarded Gold, Silver and Bronze Class medals and those that were named Industry Leaders in the RobecoSAM Sustainability Yearbook 2017.

RobecoSAM is a founding member, of the new association Swiss Sustainable Finance (http://www.sustainablefinance.ch/en). The objective of the association is to establish Switzerland as the leading centre for sustainable finance, offering growth opportunities for the Swiss economy and benefitting society at large. Daniel Wild, Head of SI Research& Development at RobecoSAM is a Board Member of Swiss Sustainable Finance.


SG 11. Dialogue with public policy makers or standard setters (Private)


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