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Robeco Institutional

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  • 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.
  • 2019 And Beyond - Focus on Sustainability Investing
    2019 And Beyond - Focus on Sustainability Investing
    Masja Zandbergen, Carola van Lamoen Recorded: Dec 11 2018 39 mins
    Sustainability Investing has become increasingly important over recent years and consequently, it has received a large amount of media and manager focus.

    With decades of experience in this space Robeco has been leading the charge, their experts will explore the themes that they believe will define 2019 and beyond – and explain what these themes mean for investors.

    Presented by

    Masja Zandbergen, Head of Sustainability, Robeco
    Carola van Lamoen, Head of Active Ownership, Robeco
  • Sustainability going digital
    Sustainability going digital
    Vera Krückel, Trends Analyst; Kenneth Robertson, Active Ownership Specialist Recorded: Dec 4 2018 39 mins
    The incidence and severity of cyberattacks has accelerated over the last couple of years. In response, spending on cybersecurity has been
    stepped up by governments, private enterprises and individuals alike. With the advent of tighter data privacy regulation, a rapidly expanding attack surface and a growing army of resourceful hackers, spending is likely to shift into an even higher gear.

    Investors can profit from this dynamic growth market by employing a strategy consisting of a core of established players with durable
    competitive advantages, supplemented with a basket of young challengers who are the first in employing the latest technologies.
  • 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.
  • Expected Returns 2019-2023
    Expected Returns 2019-2023
    Jaap Hoek, Portfolio Strategist and Peter vd Welle, Financial Markets Strategist Recorded: Oct 16 2018 6 mins
    5-year Outlook executive summary presentation.

    Expected returns play a vital role in an investor’s strategic decision-making. With this publication, we aim to help investors with their strategic asset allocation and asset liability management.

    During this presentation, Jaap Hoek, our Portfolio Strategist presents the highlights of this and the recurring theme in this report: 'Patience is a virtue', which is reflected not only in our markets analysis but also in our special topics.

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