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RobecoSAM AG

PRI reporting framework 2018

You are in Organisational Overview » Basic information

基本情報

OO 01. Signatory category and services

01.1. 組織が提供しているサービスおよびファンドを選択してください。

運用資産(AUM)に占める割合(%)

運用資産(AUM)に占める割合(%)

          With S&P Dow Jones Indices, RobecoSAM publishes the Dow Jones Sustainability Indices (DJSI) which tracks stock performance of the world's leading companies.
        

運用資産(AUM)に占める割合(%)

投資マネージャーが(上記のオプションに加えて)選択できます。

01.3. 追加情報 [任意]

Sustainability motivates, informs, and defines our entire asset management capabilities and we integrate ESG criteria within all of our investment products and services. Our product offering includes the actively-managed, listed-equity portfolios described below as well as licensed sustainability indexes.

 

Our sustainably-driven investment strategies are centered around the following product channels:

 

Sustainable Core Equity Strategies—apply an advanced, proprietary approach to ESG integration  to create concentrated, quality-focused, high-conviction portfolios with low environmental impact. Products within this category include regional and global equity markets as well as market segments. Our core products include Sustainable Global Equities, Sustainable European Equities as well as Sustainable Global Small and Midcap Equities.

 

Sustainable Thematic Equity Strategies—invest in companies providing ingenuity and innovation to address global challenges of climate change, resource scarcity, land & water pollution, rapid urbanization, deteriorating infrastructure, and escalating chronic disease & healthcare expenses. Through our thematic products covering Water, Food & Agriculture, Energy, Materials and Healthy Living.

 

Sustainable Impact Equity Strategies—combine the power of qualitative research & quantitative data to invest in companies with a strong positive social impact on society, specifically targeting the issues of inequality and justice. We currently offer products targeting Gender Equality and Children’s rights and the UN’s Sustainable Development Goals and aim to expand these to other impact areas.

 

Sustainable Quant & Fixed Income Solutions—maximize superior expertise across sustainability research, quantitative analysis, and portfolio management. Along with our sister company, Robeco Institutional Asset Management (Robeco), we also offer sustainable active and semi-active investment solutions in the field of quantitative investing and fixed income.

 

Customizable Solutions—In addition to our Fund offering, RobecoSAM offers large institutional investors customized investment solutions and mandates that incorporate sustainability criteria, including optimized, active and unconstrained strategies. 

 

Moreover, in addition to investment products, we collaborate with Robeco’s Active Ownership and Engagement Services Team to encourage and engage company management towards a better understanding of their impact on society and of the strategic imperative to integrating sustainability into their business strategy and practice.


OO 02. Headquarters and operational countries

02.1. 組織の拠点がある場所を選択してください。

Switzerland

02.2. オフィスが所在している国数を記載してください(本部を含む)。

02.3. 組織が正規雇用しているスタッフのおおよその人数を記載してください。

85 正規職員

02.4. 補足情報 [任意]

RobecoSAM has open a second office in Frankfurt, to serive clients in the EU.


OO 03. Subsidiaries that are separate PRI signatories

03.1. 組織内に単独でPRI署名者となっている子会社があるかどうかを記載してください。

03.2. 単独でPRIの署名者となっている子会社をリストし、その子会社のRI活動を組織の連結報告書で報告することを希望するかどうかを記載してください。

PRI署名者である子会社の名称

本指標で連結ベースで報告するRIの実施

          Robeco
        
          
        
          
        
          
        
          
        
          
        

03.3. 補足情報 [任意]

RobecoSAM, as part of the Robeco Group, will be making a separate reporting to PRI, along with out sister company, Robeco (RIAM).


OO 04. Reporting year and AUM

04.1. 報告年度の最終日を記載してください。

31/12/2017

04.2. 報告しないことを選択した子会社を除き、報告年度末のAUM合計を記載してください。

Total AUM
10億 100万
Currency
Assets in USD
10億 100万

04.3. 報告から除外した子会社の報告年度末時点のAUM合計を記載してください。

Total AUM
10億 100万
Currency
Assets in USD
10億 100万

04.5. 補足情報 [任意]

Our total AUM of USD 14.4 bn combines the Asset under Licenses (AUL) for the Dow Jones Sustainability Indices and the Asset under Management (AUM) for our active managed listed equity strategies strategies.

The AUL at 31 December 2017 were USD 10'659'388'264.

The AUM at 31 December 2017 were USD 3'693'621'110.


OO 06. How would you like to disclose your asset class mix

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

06.1. どのように資産クラス構成を開示したいかについて記載してください。

組織内で運用
組織外で運用

 

上場株式 >50% 100 0 0
債券 0 0 0 0
プライベートエクイティ 0 0 0 0
不動産 0 0 0 0
インフラ 0 0 0 0
コモディティ 0 0 0 0
ヘッジファンド 0 0 0 0
森林 0 0 0 0
農地 0 0 0 0
包括的な金融 0 0 0 0
現金 0 0 0 0
その他(1)(以下に具体的に記入してください) 0 0 0 0
その他(2)(以下に具体的に記入してください) 0 0 0 0

06.2. 添付の画像に従って組織の資産クラス構成を公表する

06.3. AUM資産クラス分割について説明する情報を記載してください。 [任意]


OO 07. Fixed income AUM breakdown (Not Applicable)


OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market (Private)


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