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2 Terms and Conditions
You acknowledge that you have read these Terms and Conditions (“Terms”) prior to accessing the website located at www.robeco.com/sg (“Website”) and you agree to be bound by the Terms. If you do not agree to all of the Terms, you are not an authorised user and you should not use the Website. The Website is owned by Robeco Singapore Private Limited (company registration number: UEN. 201541306Z), which is licensed by the Monetary Authority of Singapore (“MAS”) pursuant to the Securities and Futures Act 2001 (“SFA”) of Singapore, and is managed by Robeco Singapore Private Limited and/or its affiliates (collectively, as “Robeco”). The Website is intended for and should be accessed by institutional investors or accredited investors (as defined under Section 4A of the SFA) of Singapore. The Website is not directed to, or intended for distribution to or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation or which would subject the Robeco to any registration or licensing requirement within such jurisdiction. It is your responsibility to observe all applicable laws, rules and regulations of any relevant jurisdiction. The content contained in the Website is owned by Robeco and/or its information providers and is protected by applicable copyrights, trademarks, service marks, and/or other intellectual property rights. You may not copy, distribute, modify, post, frame or link the Website, including any text, graphics, video, audio, software code, user interface, design or logos. You may not distribute, modify, transmit, reuse, repost, or use the content of the Website for public or commercial use, including all text, images, audio and/or video. Robeco may terminate your access to the Website for any reason, without prior notice. Neither Robeco, nor any of its associates, nor any director, officer or employee accepts any liability whatsoever for any loss arising directly or indirectly from the access of the Website. You agree to indemnity and hold Robeco, its associates, directors, officers or employees harmless against any and all claims, losses, liability, costs and expenses arising from your use of the Website due to violation of the Terms. Robeco reserves the right to change, modify, add or remove any parts of the Terms at any time and for any reason. The Terms shall deemed to be effective immediately upon posting. The Terms shall be governed by, and shall be construed in accordance with, the law of Singapore.
Disclaimers
The Website has not been reviewed by the MAS. Accordingly, the Website may not be accessed directly or indirectly to persons in Singapore other than (i) to an institutional investor under Section 304 of the SFA, (ii) to a relevant person pursuant to Section 305(1), or any person pursuant to Section 305(2), and in accordance with the conditions specified in Section 305, of the SFA, or (iii) otherwise pursuant to, and in accordance with the conditions of, any other applicable provision of the SFA.
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The funds referred to in the Website are for information only. It is not a recommendation or investment advice, nor does it mean the funds is suitable for all investors. The contents of the website is not reviewed by the MAS. Any decision to participate in the funds should be made only after reviewing the sections regarding investment considerations, conflicts of interest, risk factors and the relevant Singapore selling restrictions. The Funds referred in this Website are notified with the MAS and are only available to the professional investors in Hong Kong and to qualified investors in Singapore. You should consult your professional adviser if you are in doubt about the stringent restrictions applicable to the use of the Website, regulatory status of the funds, applicable regulatory protection, associated risks and suitability of the funds to your objectives.
Any decisions made based on the information contained in the Website are the sole responsibility of yours. Any investments made or to be made shall be with your independent analyses based on your financial situation and objectives. The investments and strategies contained in the Website may not be suitable for all investors and are not guaranteed by Robeco.
Investment involves risks and may lose value. Historical returns are provided for illustrative purposes only and do not necessarily reflect Robeco’s expectations for the future. The value of your investments may fluctuate. Past performance is no indication of current or future performance. The Website may contain projections or other forward looking statements regarding future events or future financial performance of countries, markets or companies and such projection or forecast is not indicative of the future. The information contained in the Website, including any data, projections and underlying assumptions are based upon certain assumptions, management forecasts and analysis of information available on an “as is” basis and without warranties of any kind, whether express or implied, and reflects prevailing conditions and Robeco’s views as of the date published or indicated, and maybe superseded by subsequent events or for other reasons. The information contained in the Website are accordingly subject to change at any time without notice and Robeco are under no obligation to notify you of any of these changes. Robeco expressly disclaims all liability for errors and omissions in the information presented in the Website and for the use or interpretation by others of information contained in the Website.
Robeco Singapore Private Limited holds a capital markets services licence for fund management issued by the MAS and is subject to certain clientele restrictions under such licence. An investment will involve a high degree of risk, and you should consider carefully whether an investment is suitable for you.
Thematic investing
Open your portfolio to the power of themes
For over 25 years, Robeco has been a pioneering leader in constructing thematic strategies. We recognized early on the power of megatrends to drive structural change and the potential of themes to harness them for long-term growth. Our convictions push us to dive deeper and explore farther to discover diverse sources of returns for client portfolios.
megatrends
themes
companies
The core of thematic investing
We live in a world of constant evolution. Scientific discoveries, technological breakthroughs, demographic shifts, and geopolitical alliances are all examples of megatrends – the strong structural forces that impact how we live, work, communicate and consume.
Financial markets are reflections of these changes but often with a substantial time lag. This creates timely opportunities to enhance attractive long-term performance for client portfolios. Thematic investing spots early patterns in the data, anticipates their game-changing potential and begins building early positions in tomorrow’s leaders ahead of the market.
Putting themes to work for your portfolio
We believe three megatrends will direct and dominate future economic growth – Preserving Earth, Changing Socio-demographics, and Transforming Technologies. We have built a comprehensive suite of thematic investment strategies that draw from a combined investment universe of more than 1,300 companies to capture that growth for client portfolios.
Discover the theme which is right for you:

Monthly highlight - February 2025
Reduce, recycle, reshore: localization is revving up the circular revolution
Reshoring is experiencing a resurgence in the US and EU. It’s also accelerating circular solutions. Local supply chains reduce emissions and facilitate circular innovation that reduce process and resource inefficiencies. Moreover, while reshoring facilitates circular solutions, circular solutions facilitate reshoring by easing the challenges of labor costs and shortages.
Investments in AI, automation, and smart manufacturing mean Robeco’s Circular Economy strategy is positively positioned to capture growth arising from reshoring trends. And exposure is balanced across domestically based large, small and midcap stocks, which stand to benefit even more from reshoring incentives.
A picture is worth a thousand words
In addition to our monthly highlight, we publish daily key trends shaping global markets and our world.
The benefits of Robeco’s thematic investing approach

Gear your portfolio for a compelling future
Many mainstream and benchmark-based portfolios are backward-looking and over-exposed to yesterday’s legends whose business models face stagnation or outright disruption. Our thematic strategies focus on leading companies successfully monetizing a theme in today’s market as well as the newcomers who are poised to become tomorrow’s thematic champions. This enables investors to benefit from quality stocks now while also positioning them to capture forward-looking growth.
Discover hidden gems and avoid flashy hype
Innovation is everywhere. But beyond high-priced tech stocks, few investors know how to access it, or how to separate hyped-up fads from the truly transformative trends. Deep thematic knowledge, specialized analysts, targeted research and proprietary investment tools give us an edge in detecting emerging technologies with enduring profit potential and the companies best able to translate innovation into increased earnings, market share, and shareholder value.
Stay ahead of the market
Thematic investing is narrow by design. It helps investors efficiently target areas of the economy with high-profit potential where they can zoom-in on tomorrow’s industry champions. The pure-play approach applied to many of our strategies leads to investments in ‘off the radar’ companies that are under-researched and undervalued. Timely access at lower valuations means enduring upside growth as trends and companies develop and mature.
Robeco's thematic investing team
Our thematic investment team is comprised of more than 30 investment professionals, each dedicated to a specific investment theme. Specialization enables us to perform the focused research necessary to spot patterns and trends missed by broader markets.
Thematic investing teams also leverage the in-house capabilities of Robeco’s world-class SI, quant, credits and fundamental equities teams. Collaboration enables us to share knowledge and ignite innovation to generate superior risk-adjusted performance for client portfolios.