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Embracing Sustainability to Drive Growth

James Rutter from COOK joins our SI Explore in London to talk about the value of putting purpose at the centre of the business.
Recorded Nov 13 2018 30 mins
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James Rutter
Presentation preview: Embracing Sustainability to Drive Growth

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  • SDGs and credit portfolios, delivering financial return and positive impact Sep 25 2019 1:00 pm UTC 45 mins
    Guido Moret, Head of Sustainability Integration Credits & Erik Keller, Client Portfolio Manager Global Credits
    The UN’s Sustainable Development Goals (SDGs) take the quest for sustainability to the next level by making integration tangible and measurable. Investors are becoming increasingly interested in investment products that contribute to the realization of these goals and at the same time offer attractive returns.

    Robeco and RobecoSAM have developed a comprehensive proprietary SDG measurement framework with clear, objective and consistent guidelines. Using this proprietary SDG framework, we can construct credit portfolios that are diversified across issuers and sectors, which make a clear positive contribution to the SDGs, and which also deliver attractive financial returns for our investors.

    In this webinar, Guido Moret, Robeco’s Head of Sustainability Integration Credits, will describe the framework for SDG credits investing. Erik Keller, Senior Client Portfolio Manager Global Credits, will explain how SDGs can be linked to credit portfolios.

    The themes that we will be discussing:
    •Why should investors embrace the SDGs?
    •And how can we construct our portfolios with a positive contribution to the SDGs?
    •What is the specific Robeco offer, in terms of SDG credits?
  • ADVISER HOME: How asset managers can influence companies they invest in Recorded: Jul 17 2019 51 mins
    Kenneth Robertson, Tim Gordon and Andy Kirby
    Media and action groups are demanding that large asset managers use their voting powers responsibly and support actions on climate change. But what can asset managers really do about things like CO2 emissions, deforestation, cyber crime or biodiversity?

    By engaging on behalf of investors, Asset Managers can help make changes to businesses to promote a positive, long-term approach, one that is better for financial performance, for your clients and better for society as a whole. Join Robeco's experts as they look at recent engagement examples with companies like Royal Dutch Shell or in industries like palm oil production.
  • Robeco European Conservative Equities: downside protection & stable income Recorded: May 8 2019 39 mins
    Jan Sytze Mosselaar
    Over eleven year ago we launched the European Conservative Fund. Since then, the fund has not only grown into a sizable fund, but eleven years of performance numbers show us that the fund did exactly what it was set-out to do: Having a lower risk level than the market index, leading to higher compounded returns.

    The fund invests in European low-volatility stocks, based on a bottom-up, factor-based model. The fund's long-term aim is to achieve returns equal to, or greater than, those on European equity markets with lower expected downside risk. The selected low-risk stocks also exhibit relatively high dividend yields, an attractive valuation, strong momentum and positive analyst revisions.

    This results in a diversified, actively positioned, low turnover portfolio of defensive stocks aiming to achieve stable equity returns and a high income.

    We have invited Jan Sytze Mosselaar, the Portfolio Manager of the fund, to explain this unique approach.
  • Investing in emerging markets takes nerves of steel Recorded: Apr 15 2019 21 mins
    Fabiana Fedeli
    Fabiana Fedeli, global head of Fundamental Equities, talks about emerging markets. And she is optimistic about the US-China trade war. “Six months ago the world was convinced there would be no solution. There is going to be a solution – it may not be perfect – but that solution will be enough to make markets a little bit more relaxed.” However, investing in emerging markets does take nerves of steel at many occasions, she adds.
  • The Quarterly Outlook for Credits Recorded: Apr 11 2019 6 mins
    Jamie Stuttard
    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.”
  • Megatrends shape business and society Recorded: Apr 11 2019 4 mins
    Henk Grootveld
    Today’s world is shaped by three powerful megatrends - transformative technology, preserving Earth and changing demographics. Watch our new animated video that outlines why it is important for investors to spot the right trends and select companies with strong exposure to these megatrends.
  • Factor investing is by no means a black box Recorded: Feb 25 2019 20 mins
    David Blitz
    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”.
  • Tackling the Credit Markets - Fundamental or Factor? Recorded: Feb 13 2019 49 mins
    Erik Keller, Ralph Berkien
    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 Recorded: Feb 7 2019 17 mins
    Daniel Wild
    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 Recorded: Jan 21 2019 5 mins
    Victor Verberk, Head Global Credits
    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 Recorded: Dec 7 2018 31 mins
    Jeroen van Oerle, Fund Manager Robeco and Patrick Lemmens, Fund Manager Robeco
    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 Recorded: Nov 15 2018 43 mins
    Masja Zandbergen and Michael van der Meer
    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 Recorded: Nov 13 2018 27 mins
    Natalie Fee
    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. Recorded: Nov 13 2018 23 mins
    Carola van Lamoen
    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 Recorded: Nov 13 2018 30 mins
    Taeke Wiersma
    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 Recorded: Nov 13 2018 30 mins
    James Rutter
    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 Recorded: Oct 29 2018 38 mins
    Patrick Lemmens and Jan Willem de Moor
    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.
  • How to play financials in equity & credit markets Recorded: Oct 24 2018 38 mins
    Patrick Lemmens and Jan Willem de Moor
    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.
  • Expected Returns 2019-2023 Recorded: Oct 16 2018 6 mins
    Jaap Hoek, Portfolio Strategist and Peter vd Welle, Financial Markets Strategist
    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.
  • In the Picture Episode 3 - EURUSD and Short-term Interest Rate Differential Recorded: Oct 13 2018 3 mins
    Jeroen Blokland
    Jeroen Blokland from Robeco discusses an important chart each fortnight in a short podcast designed to help you stay in the picture!

    Important Information
    Robeco Institutional Asset Management B.V. has a license as manager of Undertakings for Collective Investment in Transferable Securities (UCITS) and Alternative Investment Funds (AIFs) (“Fund(s)”) from The Netherlands Authority for the Financial Markets in Amsterdam. This publication is solely intended for professional investors, defined as investors qualifying as professional clients, have requested to be treated as professional clients or are authorized to receive such information under any applicable laws. Robeco Institutional Asset Management B.V and/or its related, affiliated and subsidiary companies, (“Robeco”), will not be liable for any damages arising out of the use of this publication. Without further explanation this publication cannot be considered complete. Any opinions, estimates or forecasts may be changed at any time without prior warning. If in doubt, please seek independent advice. It is intended to provide the professional investor with general information on Robeco’s specific capabilities, but has not been prepared by Robeco as investment research and does not constitute an investment recommendation or advice to buy or sell certain securities or investment products and/or to adopt any investment strategy and/or legal, accounting or tax advice. All rights relating to the information in this publication are and will remain the property of Robeco. This material may not be copied or used with the public. No part of this document may be reproduced, or published in any form or by any means without Robeco's prior written permission.
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