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Disclaimer
Please read this important information before proceeding further. It contains legal and regulatory notices relevant to the information contained on this website.
The information contained in the Website is NOT FOR RETAIL CLIENTS - The information contained in the Website is solely intended for professional investors, defined as investors which (1) qualify as professional clients within the meaning of the Markets in Financial Instruments Directive (MiFID), (2) have requested to be treated as professional clients within the meaning of the MiFID or (3) are authorized to receive such information under any other applicable laws. The value of the investments may fluctuate. Past performance is no guarantee of future results. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency.
In the UK, Robeco Institutional Asset Management B.V. (“ROBECO”) only markets its funds to institutional clients and professional investors. Private investors seeking information about ROBECO should visit our corporate website www.robeco.com or contact their financial adviser. ROBECO will not be liable for any damages or losses suffered by private investors accessing these areas.
In the UK, ROBECO Funds has marketing approval for the funds listed on this website, all of which are UCITS funds. ROBECO is authorized by the AFM and subject to limited regulation by the Financial Conduct Authority. Details about the extent of our regulation by the Financial Conduct Authority are available from us on request.
Many of the protections provided by the United Kingdom regulatory framework may not apply to investments in ROBECO Funds, including access to the Financial Services Compensation Scheme and the Financial Ombudsman Service. No representation, warranty or undertaking is given as to the accuracy or completeness of the information on this website.
If you are not an institutional client or professional investor you should therefore not proceed. By proceeding please note that we will be treating you as a professional client for regulatory purposes and you agree to be bound by our terms and conditions.
If you do not accept these terms and conditions, as well as the terms of use of the website, please do not continue to use or access any pages on this website.
Sustainable Investing
ESG Integration
The structural integration of information on Environmental, Social and Governance (ESG) factors into the investment decisionmaking process.
Sustainable investors believe that sustainability can have a material impact on companies’ performance. Factoring in financially relevant sustainability information thus leads to better investment decisions.
As a wide variety of sustainability information is available, investors first determine which ESG information is financially relevant. The second step is to analyze the impact of these material factors on the individual company and any competitive advantages or disadvantages that arise. The third step is to translate this impact into adjustments to the valuation models used for equities.
Robeco also integrates sustainability information into the analysis of government and corporate bonds. Robeco’s credit analysis focuses on a bond issuer’s cash-generating ability and the quality of those cash flows. The team uses a fixed analysis model for this with five different variables, including ESG. The importance of E, S and G factors differs for each sector. The credit crisis, for instance, revealed the importance of good corporate governance in financial credits.
Within its government bond portfolio, Robeco uses the proprietary Country Sustainability Ranking. The ranking is based on a comprehensive ESG database. The ranking is updated twice a year and functions as an early-warning system that helps to identify both the threats and the opportunities in a country before they are reflected in spreads or ratings.
Also read: Seven steps to ESG integration