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RobecoSAM AG

PRI reporting framework 2018

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ESG issues in asset allocation

SG 13. ESG issues in strategic asset allocation

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

13.1. Indicate if your organisation executes scenario analysis and/or modelling in which the risk profile of future ESG trends at portfolio level is calculated.

          All our investment research is based on a 'sustainable future' scenario taking into account the relevant climate related risks.
        

13.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

We do the following

13.3. Additional information. [OPTIONAL]

We do not perform any strategic asset allocation within RobecoSAM. Sustainability issues are at the heart of our philosophy and considered within each investment strategies and could impact the allocation of assets between geographic markets through the bottom up considerations of ESG issues in companies' fundamental analysis.


SG 14. Long term investment risks and opportunity (Private)


SG 15. Allocation of assets to environmental and social themed areas

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

15.1. Indicate if your organisation allocates assets to, or manages, funds based on specific environmental and social themed areas.

15.2. Indicate the percentage of your total AUM invested in environmental and social themed areas.

100 %

15.3. Specify which thematic area(s) you invest in, indicate the percentage of your AUM in the particular asset class and provide a brief description.

Area

Asset class invested

14.2 % of AUM

Brief description and measures of investment

Note: Private AND Public!

The Smart Materials Strategy provides investors with a future oriented approach that goes beyond simply investing in natural resources. The strategy focuses on innovative materials that substitute traditional ones and process technologies that deliver efficiency gains in resource extraction, processing, and usage.

The Smart Energy Fund is an actively managed strategy that invests worldwide in innovative technology companies of the energy sector. The balanced portfolio encompasses value stocks such as power producers, grid operators and gas distribution companies, but also stocks with high growth potential such as solar polysilicon producers, wind turbine manufacturers, LED companies for efficient lighting, batteries, semiconductor power management, industrial automation and LNG processing.

The RobecoSAM Private Equity offers core and satellite investment capabilities with a focus on mainstream and resource efficiency to institutional investors. The Private Equity Resource Efficiency capability is focused on capitalizing on the growing supply-demand imbalance of natural resources.

Additionally, RobecoSAM in cooperation with the Asian Development Bank and Orix formed the Asia Climate Partners (ACP), a joint venture that undertakes commercially-oriented private equity investments across a variety of environmentally supportive, low-carbon transactions throughout Asia. ACP invests in renewable energy, clean technology, natural resource efficiency, water, agriculture, and forestry.

Asset class invested

1.3 % of AUM

Brief description and measures of investment

The RobecoSAM Sustainable Agribusiness Equities fund invests globally in companies that play an integral role in the long-term provision of food security. Within a rigid framework of sustainability considerations, the strategy spans the entire agricultural value chain from field to fork. The fund is based on bottom-up stock selection and seeks to achieve long-term capital appreciation on the basis of buoyant agricultural fundamentals. The fund predominantly invests in Consumer Staples, Materials and Industrials sectors.

Asset class invested

7.2 % of AUM

Brief description and measures of investment

The RobecoSAM Sustainable Healthy Living Fund is a globally invested fund at the intersection of changing consumer behavior and drastically rising healthcare costs. The strategy is based on bottom-up stock selection and seeks to achieve long-term capital appreciation through exposure to booming nutrition, health and wellness markets. The fund predominantly invests in firms within consumer staples, consumer discretionary and healthcare sectors, which results in an interesting opportunity set of cyclical and defensive characteristics.

Asset class invested

27.9 % of AUM

Brief description and measures of investment

The RobecoSAM Sustainable Water Strategy invests worldwide in innovative companies offering products and services that address global challenges related to scarcity, quality, and allocation of water. These companies help assure clean and safe drinking water in sufficient quantities and are thus well positioned to profit in the long run. The strategy is actively managed and is based on bottom-up stock selection. The fund predominantly invests in companies within industrials and utilities sectors.


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