Disclaimer
BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.
What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:
who holds an Australian Financial Services License
who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
that is a body regulated by APRA other than a trustee of:
(i) a superannuation fund;
(ii) an approved deposit fund;
(iii) a pooled superannuation trust; or
(iv) a public sector superannuation scheme.
within the meaning of the Superannuation Industry (Supervision) Act 1993that is a body registered under the Financial Corporations Act 1974.
that is a trustee of:
(i) a superannuation fund; or
(ii) an approved deposit fund; or
(iii) a pooled superannuation trust; or
(iv) a public sector superannuation scheme
within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.that is a listed entity or a related body corporate of a listed entity
that is an exempt public authority
that is a body corporate, or an unincorporated body, that:
(i) carries on a business of investment in financial products, interests in land or other investments; and
(ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes.that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.
Sustainable investing
Expertise
It is only by truly understanding sustainability that we can create real-world impact
Diving deep below the surface to understand the workings of all aspects of SI is something we’ve done since starting to explore SI almost three decades ago. We are now actively sharing the insights we gained by ourselves and in collaboration with industry bodies and universities, so that we can all continue this learning process.
Our top featured publications
Our wealth of knowledge and research is spread across a wide range of insights, papers and other materials on the workings of SI. What all these publications have in common is our attempt to ensure the best possible understanding of the subject.
How do companies and countries score on sustainability?
Explore the contributions companies make to the Sustainable Development Goals and how countries rank on ESG criteria.
Expertise spanning three decades
Our sustainable investing (SI) journey began in 1994, when Robeco became the first European asset manager to launch a sustainable product. In 2005, we were ahead of the curve with our Active Ownership team, focusing on strategic voting and engagement. The acquisition of Zurich-based Sustainable Asset Management in 2006 allowed us to enhance our impact investing and research capabilities. And by 2010, we were integrating environmental, social and governance (ESG) factors across all asset classes.
Our SI leadership extends beyond past achievements: we continuously innovate in this ever-changing environment. This includes our proprietary SDG framework measuring companies’ impacts on the UN Sustainable Development Goals, shared in an open-source manner with peers, academics and clients. But our commitment to SI doesn’t stop at offering accessible tools; we also do the intricate work necessary to develop a broad range of customized solutions to suit each combination of financial and sustainable goal.
Impact is never created in silos
Investing in areas such as climate change solutions can play a major role in directing the world onto a more sustainable path. This requires rigorous research, the creation of compelling impact-aligned solutions, and continuous innovation. We are truly convinced that no investor can solve these challenges on their own, and are proud to collaborate with many leading institutes and other investors on sustainable solutions around the globe.
Driving SI education
Continuous learning is an important part of any professional investor’s career, particularly as times change so rapidly. Our convenient ‘Essentials’ online study courses give you instant access to some of the best brains in SI while achieving CPD hours.
