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Fashion Engagement
Investing in the future of fashion
Robeco’s Fashion Engagement is a unique investment strategy that allows investors to capitalize on long-term growth opportunities in fashion and help drive its sustainability transition.
To construct an investment portfolio with the potential for growth and positive change we combine disciplined fundamental analysis with tailored, multi-year engagements on key sustainability challenges.
Fashion figures
market size based on industry sales1
estimated volume growth through 20302
workers employed worldwide3
Why invest in fashion?
Fashion is an expansive and significant industry tied to population growth and rising disposable incomes. However, the industry is far from sustainable. On average, garment workers are paid 45% below local living wages, and less than 1% of garments are recycled. It is critical that sustainable solutions are implemented to transform the sector’s operations from a linear, take-make-waste model to a circular one, and important social issues like workers' rights and wages are addressed.
We see these challenges as value-generating opportunities. We aim to capture financial returns and drive positive change in the industry through a disciplined, long-term investment approach based on thoughtful engagement.
First strategy of its kind
The new strategy invests in, and engages with, 30 to 40 publicly listed companies across the entire fashion value chain, from sourcing, to production and consumption to end-of-life. The stock selection process considers companies exposed to the megatrends of casualization, premiumization, circularity and automation. The team combines disciplined fundamental analysis with tailored, multi-year engagements on key sustainability challenges to construct an investment portfolio with growth potential and positive change.
Dora Buckulčíková
Portfolio Manager
“
Fashion is a large and important industry that is here to stay and must become more sustainable
Dora Buckulcikova, Lead Portfolio Manager
Alyssa Cornuz, Deputy Portfolio Manager
Danae Motta, Engagement Specialist
Dora Buckulcikova, Lead Portfolio Manager
5 reasons to invest in this strategy
More than just apparel
Pioneering approach to sustainable fashion
Tailored engagements on topics that matter
The time is now
The best of both worlds
Would you like to get in touch?
Thematic investing - Open your portfolio to the power of themes
If you have any questions or would like to make an appointment, please contact us.
