Disclaimer Robeco Switzerland Ltd.
The information contained on these pages is solely for marketing purposes.
Access to the funds is restricted to (i) Qualified Investors within the meaning of art. 10 para. 3 et sequ. of the Swiss Federal Act on Collective Investment Schemes (“CISA”), (ii) Institutional Investors within the meaning of art. 4 para. 3 and 4 of the Financial Services Act (“FinSA”) domiciled Switzerland and (iii) Professional Clients in accordance with Annex II of the Markets in Financial Instruments Directive II (“MiFID II”) domiciled in the European Union und European Economic Area with a license to distribute / promote financial instruments in such capacity or herewith requesting respective information on products and services in their capacity as Professional Clients.
The Funds are domiciled in Luxembourg and The Netherlands. ACOLIN Fund Services AG, postal address: Leutschenbachstrasse 50, CH-8050 Zürich, acts as the Swiss representative of the Fund(s). UBS Switzerland AG, Bahnhofstrasse 45, 8001 Zurich, postal address: Europastrasse 2, P.O. Box, CH-8152 Opfikon, acts as the Swiss paying agent.
The prospectus, the Key Investor Information Documents (KIIDs), the articles of association, the annual and semi-annual reports of the Fund(s) may be obtained, on simple request and free of charge, at the office of the Swiss representative ACOLIN Fund Services AG. The prospectuses are also available via the website https://www.robeco.com/ch.
Some funds about which information is shown on these pages may fall outside the scope of CISA and therefore do not (need to) have a license from or registration with the Swiss Financial Market Supervisory Authority (FINMA).
Some funds about which information is shown on this website may not be available in your domicile country. Please check the registration status in your respective domicile country. To view the Robeco Switzerland Ltd. products that are registered/available in your country, please go to the respective Fund Selector, which can be found on this website and select your country of domicile.
Neither information nor any opinion expressed on this website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco Switzerland Ltd. product should only be made after reading the related legal documents such as prospectuses, annual and semi-annual reports.
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Active ownership
Actively exercising our stewardship responsibilities is an integral part of Robeco’s SI approach. We believe that being active owners of the companies in which we invest contributes to both investment results and society. We are experienced in using engagement to seek improvements in the sustainable characteristics of companies, and voting on issues at shareholder meetings.
Stewardship
Stewardship means responsibly managing the assets that have been entrusted to us, and reporting openly on how we uphold sustainability principles when doing so. Actively exercising our stewardship responsibilities is an integral part of Robeco’s SI approach.
It is closely aligned with our investment mission – to use research-based, quality-driven processes to produce the best possible long-term results for our clients. Therefore, our stewardship activities are aimed at long-term value creation in our wide range of portfolios.
Active ownership reporting
Keeping clients and stakeholders informed of our stewardship activities is an important element of exercising our responsibilities. Every quarter we outline the highlights of our active ownership activities, providing insight into our voting and engagement achievements, trends we observe, and the major themes we’re following.
Facts & figures
billion assets under engagement*
markets voted
companies engaged
billion assets under voting*
cases closed successfully
engagement themes
engagement cases
meetings voted against management
shareholder meetings voted
proposals we voted on
Source: Robeco, Stewardship Report 2024
*The assets-under-engagement figures we show above are based on Robeco’s equity and credit portfolios for which we conduct engagements and voting. Robeco also votes and engages for clients whose portfolios are run by other asset managers; we call these ‘overlay clients’. During 2024, we welcomed a new engagement overlay client, while two other clients no longer required our services. In total, we have 10 overlay clients, representing approximately EUR 650 billion in assets, as per 31 December 2024.
Where we engage and vote
Proxy voting results
Robeco votes at around 8,000 shareholder annual general meetings every year. Transparency is a vital part of sustainability, therefore we publish our voting records on our website and in quarterly and annual reports. Robeco has not been afraid to vote against contentious proposals or resolutions at shareholder meetings, and has often voted against the reappointment of directors who have not fulfilled their obligations to good governance, including issues of remuneration.
ShareAction ranks Robeco best
Robeco’s commitment to using its vote was recognized in January 2024 by ShareAction, the UK-based research group. Its latest survey assessing how 69 of the world’s largest asset managers voted at company AGMs in 2023 ranked Robeco among the best for voting on shareholder resolutions addressing environmental and social issues. It follows ShareAction’s 2023 report in which Robeco was the only one of 77 asset managers given an AA rating for sustainable investing.
Stewardship & collaboration
Robeco believes strongly in collaboration in a rapidly changing world. We therefore work with a wide range of international organizations as part of our commitment to making financial markets more sustainable. We are signatories to a diverse array of global initiatives, such as the Principles for Responsible Investment, the United Nations Global Compact and the International Corporate Governance Network. We are also members of more bespoke initiatives such as the Institutional Investors Group on Climate Change, the Transition Pathway Initiative. Put simply, we believe we are stronger together.
