From financially material sustainability factors to practical SI implementation
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.
RecordedNov 15 201843 mins
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Guido Moret, Head of Sustainability Integration Credits & Erik Keller, Client Portfolio Manager Global Credits
When markets are turbulent, it’s important to stay anchored in one’s long-term investment values – such as investing for sustainable outcomes.
In this webinar, we look at the impact of the Robeco SDG Credits strategies and evaluate the role of SDG screening in their financial performance. The two-year track record of Robeco SDG Credits strategies shows that screening credit portfolios for their contribution to sustainability pays off. Erik Keller, Client Portfolio Manager Global Credits, and Guido Moret, Head of Sustainability Integration Credits, also discuss how the SDG Credits strategies represent a diversified solution that can serve as a core building block in a fixed income portfolio. Green bonds, which are included in these strategies, are discussed too.
Ed Verstappen, Client Portfolio Manager Trends Investing and Nicolas Beneton, Product Specialist
It’s been a massive knock to financial markets. Does it change our assessment of long-term trends in equity?
In this webinar, Ed Verstappen and Nicolas Beneton will present the latest update on Fintech, Global Consumer Trends and RobecoSAM (Water/Energy/Mobility).
David Hawa, Client Portfolio Manager and Joop Kohler, Client Portfolio Manager)
The huge sell-off in global credits has hit all sectors in this market, and brings back memories of the 2008-09 crisis. Is the outlook for bank credits different this time around? And, in high yield credit assets, are the extreme valuations an opportunity or a warning?
In this webinar, David Hawa (Client Portfolio Manager) and Joop Kohler (Client Portfolio Manager) will provide an update on Robeco Financial Institutions Bonds and High Yield Bonds.
What does the upheaval in financial markets mean for our fundamental equity strategies? In the second webinar in our Insights Webinar series, we discuss the most recent developments in equity markets and how we are tilting portfolios. We focus specifically on the Emerging Equity, Emerging Markets Stars and Sustainable Global Stars strategies.
In this webinar, Jamie Stuttard, Head of Global Macro Fixed Income, will discuss what’s been moving credit markets and what it means for credit portfolios.
In the space of a few short weeks we have seen the market shift away from historical tights and a late-cycle search for yield in credit, to a situation in which credit spreads are at recessionary wides. We now face the likelihood of a severe global recession.
The short term will be economically challenging, with financial market pain and many market participants scrambling for cash and withdrawals. But we know that markets will try to look forward, through the stimulus and beyond stabilization in Covid-19 infections.
Fabiana Fedeli, Global Head of Fundamental Equities at Robeco, and Richard Purkiss, Portfolio Manager Global Equity at Robeco
The market response to the spread of the coronavirus has been acute. What are the implications for the global economy and financial markets? Fabiana Fedeli, Global Head of Robeco Fundamental Equities, and Dr Richard Purkiss, Portfolio Manager for Global Equity at Robeco and former medical researcher, present their views on the nature of the virus, its likely development and the risks for global growth. They discuss how these views are shaping the long-term investment strategy of the Fundamental Equities team.
Jack Neele, Portfolio Manager Consumer Trends; Richard Speetjens, Portfolio Manager Consumer Trends
The Robeco Global Consumer Trends strategy identifies structural growth trends in consumer spending driven by demographic or technological changes.
But what type of companies do we look for within the selected trends? In a nutshell, we strive to find so-called ‘quality compounders’ – quality growth stocks that are able to compound shareholder value on a consistent basis.
We firmly believe quality compounders offer the best way to generate superior long-term investment returns for our clients. To achieve this, we first focus on the trends that offer the highest growth potential and then identify the structural winners of these trends.
In this webinar, Jack Neele and Richard Speetjens explain the broad long-term megatrends the strategy focuses on, as well as the steps we take to uncover the quality compounders of these megatrends and build our portfolios. Finally, we also provide some insights on three specific trends investors should keep an eye on in 2020.
Themes we will discuss
-Which long-term megatrends are relevant for investors?
-How do you uncover the quality compounders in your portfolio?
-What are the three specific trends investors should take into account for 2020?
Gilbert Van Hassel, CEO Robeco; Masja van Zandbergen, Head ESG Integration
Robeco CEO Gilbert Van Hassel and Robeco Head of ESG Integration, Masja Zandbergen, discussed the practicalities of sustainable investing and answered questions from the audience in this recorded live interview. The discussion focused primarily on the interpretation of the term ‘sustainable investing’, outlined how sustainable investing is implemented, and evaluated the evidence regarding the risk-adjusted returns from this approach to investing.
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 Strategist, presents the highlights of this and the recurring theme in this report: 'Escaping the hall of mirrors', which is reflected not only in our markets analysis but also in our special topics.
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?
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.
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.
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.
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.”
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.
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”.
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.
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.
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.
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.