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Robeco Wholesale

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  • Tackling the Credit Markets - Fundamental or Factor?
    Tackling the Credit Markets - Fundamental or Factor?
    Erik Keller, Ralph Berkien Recorded: Feb 13 2019 49 mins
    In this webinar will bring together two of our leading investment teams in the Credit markets, the fundamental Global Credit and the Multi-Factor Credit teams, for an engaging and interactive discussion on the sector.
    We’ll initially cover our macro views to frame the conversation and then we will take a look at how the different teams address portfolio construction and implementation, credit selection, correlation, sector and geographic weights.
  • Podcast: A Sustainability Investing Conversation
    Podcast: A Sustainability Investing Conversation
    Daniel Wild Recorded: Feb 7 2019 17 mins
    In the first in a series of podcasts, Daniel Wild explains why embracing SI is “a good sort of selfish”, as it enables the investor to enjoy superior risk-adjusted returns while also helping the planet on a range of environmental, social and governance (ESG) issues at the same time.
  • The outlook for credits: The emperor is naked
    The outlook for credits: The emperor is naked
    Victor Verberk, Head Global Credits Recorded: Jan 21 2019 5 mins
    Despite our repeated concerns about high corporate leverage and too much risk appetite, it is only now that credit markets are beginning to react to the global economic slowdown, and the next recession is being openly discussed.
  • Robeco Global Fintech Equities Fund: Celebrating a successful first year
    Robeco Global Fintech Equities Fund: Celebrating a successful first year
    Jeroen van Oerle, Fund Manager Robeco and Patrick Lemmens, Fund Manager Robeco Recorded: Dec 7 2018 31 mins
    One year ago we launched the first Fintech fund. Since then, the fund has grown enormously in assets and also the performance exceeded our expectations. We have invited the managers of the fund to explain this unique opportunity to monetize digitization in the financial ecosystem.
  • From financially material sustainability factors to practical SI implementation
    From financially material sustainability factors to practical SI implementation
    Masja Zandbergen and Michael van der Meer Recorded: Nov 15 2018 43 mins
    Financially material ESG factors could have a significant impact – positive or negative – on a company’s business model and value drivers, such as revenue growth, margins, required capital and risk. We take a look at how to define what is financially material ESG information and how this can be used by investors. We also look at moving from research to real life, considering the three broad approaches to addressing ESG in a portfolio how to incorporate detailed analysis effectively.
  • Plastic-not-so-fantastic: The problem with plastic pollution
    Plastic-not-so-fantastic: The problem with plastic pollution
    Natalie Fee Recorded: Nov 13 2018 27 mins
    As Robeco announces that it is the Sustainability Investing Partner of City to Sea, their founder Natalie Fee shares her own experience of realising that something needs to be done about plastic pollution. She takes a look at the problem and what you can do to be part of the solution.
  • The importance of being engaged.
    The importance of being engaged.
    Carola van Lamoen Recorded: Nov 13 2018 23 mins
    Sustainability investing is not the only approach to making an impact – active ownership can be very powerful. Carola will discuss how investors can reap the benefits of engagement around financially material ESG themes.
  • The UN SDGs – practical portfolio solutions
    The UN SDGs – practical portfolio solutions
    Taeke Wiersma Recorded: Nov 13 2018 30 mins
    The UN SDGs are becoming a popular lens through which investors can view the impact of their sustainability investing. However quantifying a company’s contribution to the SDGs is no mean feat. Taeke will discuss the goals, how investors might approach incorporating them in their portfolio, and the framework developed by Robeco to rate companies on their SDG impact.
  • Embracing Sustainability to Drive Growth
    Embracing Sustainability to Drive Growth
    James Rutter Recorded: Nov 13 2018 30 mins
    James Rutter from COOK joins our SI Explore in London to talk about the value of putting purpose at the centre of the business.
  • How to play financials in equity & credit markets
    How to play financials in equity & credit markets
    Patrick Lemmens and Jan Willem de Moor Recorded: Oct 29 2018 38 mins
    The financial sector is widely considered to be well-positioned relative to others to benefit from a shift of major central banks monetary policies and can be seen as a hedge against higher rates. Our senior portfolio managers will share their views on how best to identify value and opportunity in both credit and equity allocations at this stage of the economic cycle.

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