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RobecoSAM AG

PRI reporting framework 2018

You are in Strategy and Governance » Innovation


SG 18. Innovative features of approach to RI

18.1. Indicate whether any specific features of your approach to responsible investment are particularly innovative.

18.2. Describe any specific features of your approach to responsible investment that you believe are particularly innovative.

Since its founding in 1995, RobecoSAM has been entirely dedicated to sustainability investing. Over time, we have repeatedly been pioneers in the application of new ESG methodologies or offering of ESG products. A particular feature has always been our direct company access for ESG information through our prroprietary corporate sustainability assessment. For some recent innovation examples, please see below.

18.3. Additional information.

Since its founding in 1995, RobecoSAM has been entirely dedicated to sustainability investing. RobecoSAM's approach is unique in that it performs all aspects of sustainability investing in-house, from data sourcing, data analysis and ongoing dialogues with companies to systematic integration of material sustainability issues in company analysis and investment decisions. As a specialist asset manager, it leverages ESG data provided directly by companies in its proprietary Corporate Sustainability Assessment to offer investment strategies that meet the needs of institutional investors. The Sustainability Yearbook published annually by RobecoSAM is recognised as a global benchmark for corporate sustainability.

In addition to the unique features described above, in 2017, launched the Global Sustainable Impact Equities strategy which invests along and in support of the UN Sustainable Development Goals (SDGs):

Key benefits of the RobecoSAM Global Sustainable Impact strategy include:

Exposure to a large set of market opportunities related to the sustainable development goals

Investment in providers of solutions to global megatrends such as resource scarcity, climate change and demographic shifts

Designated for investors that seek exposure to a global and diversified impact portfolio, or for investors who wish to invest in sustainable global equities

Furthermore, RobecoSAM’s SDG investing offering includes a completely new type of impact reporting. A team of over 20 financial and sustainability analysts have mapped the material impacts of each of the companies in the SDG Universe to specific SDGs, and developed a proprietary set of Key Impact Indicators (KIIs) that demonstrate the value of the SDG contribution. The qualitative SDG impact reporting includes an explanation of the SDG contributions and KIIs. RobecoSAM’s quantitative reports show how many companies in the portfolio contribute to specific SDGs, and compares the portfolio to a standard equity benchmark. These impact reporting capabilities are unique and the information is robust, thanks to RobecoSAM’s comprehensive database of financially material sustainability information.