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04-12-2024 · Insight

Robeco gets top scores in PRI assessment

Robeco has received the maximum five stars for sustainable investing from the Principles for Responsible Investment (PRI).

    Authors

  • Carola van Lamoen - Head of Sustainable Investing

    Carola van Lamoen

    Head of Sustainable Investing

Summary

  1. Scores of 93%-100% achieved across seven PRI modules

  2. Quality of equity and fixed income strategies recognized

  3. ‘Testament to SI leadership and investment integration work’

A score of 93% or above was achieved for the seven main categories in the annual assessment of global asset managers by the UN PRI, with two receiving the maximum 100%. Robeco’s expertise in integrating sustainability into direct listed equity and fixed income investment strategies were among those recognized for the top ranking.

Robeco has now been awarded top scores in varying PRI assessments for over a decade, cementing its place as a world leader in sustainable investing, as a pioneer of the style with the launch of Europe’s first SI strategy in the mid-1990s.

“We are pleased to once again gain top scores across all assessed modules in the 2024 PRI Annual Assessment,” says Carola van Lamoen, Head of Sustainable Investing at Robeco. “This is testament to our SI leadership, and the excellent integration work of our investment teams.”

robeco-gets-top-scores-in-pri-assessment.jpg

Robeco’s summary scorecard. Source: PRI Assessment report 2024.

Over 90% in all seven modules

Robeco received 100% scores for the direct fixed income securitized investment strategies and confidence building measures modules in the report. Direct fixed income for corporate and SSA products both received 97%, while the policy for governance and strategy module was awarded 95%. Robeco’s direct listed equity offerings for active fundamental and active quant products both got a score of 93%. All were awarded the maximum five stars for scores above 90%.

Robeco was one of the earliest members of the PRI, launched in 2006 to promote sustainable investing around the world. It uses six core principles that range from integrating environmental, social and governance (ESG) factors into the investment process – which Robeco has done since 2010 – to using active ownership and reporting on progress.

More than 5,000 asset managers, asset owners and other financial firms with a combined USD 128 trillion in assets under management now belong to the PRI.

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Robeco

Robeco aims to enable its clients to achieve their financial and sustainability goals by providing superior investment returns and solutions.

Important information: This website is prepared and issued in Australia by Robeco Hong Kong Limited (ARBN 156 512 659) (‘Robeco’) which is exempt from the requirement to hold an Australian financial services licence under the Corporations Act 2001 (Cth) pursuant to ASIC Class Order 03/1103. Robeco is regulated by the Securities and Futures Commission under the laws of Hong Kong and those laws may differ from Australian laws. The information on this web page is provided to you because Robeco reasonably believes that you are a "wholesale client" within the meaning of that term under section 761G(4) of the Corporations Act 2001 (Cth) ("Corporations Act") and not any other class of persons. This information is not an advertisement and is not intended to induce retail clients to acquire Robeco products. Retail clients who are interested in Robeco products should contact their financial adviser.