RobecoSAM puts high emphasis on a clear structure and strict processes with regard to the use of ESG data. All information are stored in a comprehensive and holistic internal database. The database include all relevant information on a company throughout the investment process and are made to all relevant analysts and portfolio managers. In addition, all investment universes, data screenings and exclusion lists and are managed in that database.
Each investment case that is produced for our actively managed portfolios includes a section on Sustainability factors. The so-called investment cases is expected to summarize the investment thesis with a description of the identified financially material ESG factors and its impact on the assumptions in the valuation model. All reports and all research is stored systematically and records kept and made accessible to relevant investment staff.
As a matter of fact, data access rights are strictly managed and monitored constantly.