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Robeco Institutional

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  • Single-use Plastic Engagement
    Single-use Plastic Engagement
    Peter van der Werf, Sylvia van Waveren and Stephen Verheul Recorded: May 14 2019 41 mins
    Join us to learn more about how and why Robeco is engaging on the issue of single-use plastics. We will take a look at how it is important to consider this topic from two engagement angles; petrochemical companies and consumer goods companies. Finally, we look at what this means from an investor perspective.
  • The Quarterly Outlook for Credits
    The Quarterly Outlook for Credits
    Jamie Stuttard Recorded: Apr 11 2019 6 mins
    Robeco’s Jamie Stuttard, co-head Global macro, discusses the outlook for the credit markets. A prudent approach still makes sense, Stuttard says. “We believe credit spreads are going to widen over Q2 and the summer.”
  • Palm Oil Engagement
    Palm Oil Engagement
    Peter van der Werf and Holger Frey Recorded: Mar 21 2019 42 mins
    As a responsible investor, Robeco has engaged with palm oil producers, traders and buyers since 2010. However, the industry continues to face significant problems related to deforestation, its large carbon footprint, and emerging market labour standards. Join our experts to hear about Robeco’s new approach to addressing these concerns, using a combination of enhanced engagement and sustainability investing methodology.
  • Factor investing is by no means a black box
    Factor investing is by no means a black box
    David Blitz Recorded: Feb 25 2019 20 mins
    In this podcast, David Blitz discusses the latest trends and issues in factor investing, in which investors chase factors such as low-volatility, value or momentum to get the best picks for their funds. And he says intriguingly: “We do not offer black box solutions, but rather ‘glass box’ solutions”.
  • 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.

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