Robeco, The Investments Engineers

Sustainable Investing

SDG funds

SDG funds are those that are specifically designed to target companies that are making a positive contribution to achieving the UN’s Sustainable Development Goals. Companies can contribute to achieving the SDGs by making products or offering services that help achieve one or more of the 17 goals. Some companies will by nature be more attuned to being able to make a contribution than others.

For example, a company producing solar energy is contributing to SDG 7 (affordable and clean energy). A business creating educational materials for schools is contributing to SDG 4 (quality education), while a firm that actively works to promote women in leadership roles is advancing SDG 5 (gender equality).

Conversely, some companies have negative impacts on the SDGs, such as those making harmful products like cigarettes, and are excluded from SDG funds. Others may contribute both positively and negatively; for example, an energy utility that uses both wind power and thermal coal. Therefore, scoring systems are used to calculate the overall contribution. Robeco uses a three-step process to find candidates for its SDG funds, analyzing what the company does, how it goes about doing it, and whether it has been involved in any controversies. Other asset managers have similar filtration systems, often focusing on wider themes that are directly or indirectly related to the SDGs.

Our SDG products offer a state of the art impact approach. These have been designed to have a positive, measurable impact on the environment and society and to contribute to the UN’s 17 Sustainable Development Goals (SDGs). These strategies are:

  • Euro SDG Credits

  • Global SDG Credits

  • Global SDG Engagement Equities

  • Global SDG Equities

  • QI Global SDG and Climate Beta Equities

  • QI Global SDG and Climate Conservative Equities

  • QI Global SDG and Climate Multi-Factor Credits

  • SDG Credit Income

  • SDG High Yield Bonds


View all SDG funds

Once in their infancy, and considered a highly niche product, more asset managers are now launching bespoke SDG strategies, often as part of wider impact investing initiatives. Scoring systems to assess contributions are also becoming more advanced, as more reliable data becomes available.

Let's keep the conversation going

Keep track of fast-moving events in sustainable and quantitative investing, trends and credits with our newsletters.

Stay updated
Robeco

Robeco aims to enable its clients to achieve their financial and sustainability goals by providing superior investment returns and solutions.

Important information This disclaimer applies to any documents and the verbal or written comments of any person in presentations or webinars on this website and taken together is referred to herein as the “Information”. The services to which the Information relate are 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 and must not be relied or acted upon by any other persons. This Information does not constitute an offer to sell, or a solicitation of an offer to buy, any financial product, and may not be relied upon in connection with the purchase or sale of any financial product. You are cautioned against using this Information as the basis for making a decision to purchase any financial product. To the extent that you rely on the Information in connection with any investment decision, you do so at your own risk. The Information does not purport to be complete on any topic addressed. The Information may contain data or analysis prepared by third parties and no representation or warranty about the accuracy of such data or analysis is provided.

In all cases where historical performance is presented, please note that past performance is not a reliable indicator of future results and should not be relied upon as the basis for making an investment decision. 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. Robeco Institutional Asset Management B.V. (“Robeco”) expressly prohibits any redistribution of the Information without the prior written consent of Robeco. The Information is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use is contrary to law, rule or regulation. Certain information contained in the Information includes calculations or figures that have been prepared internally and have not been audited or verified by a third party. Use of different methods for preparing, calculating or presenting information may lead to different results. Robeco Institutional Asset Management B.V. is authorised as a manager of UCITS and AIFs by the Netherlands Authority for the Financial Markets and subject to limited regulation in the UK by the Financial Conduct Authority. Details about the extent of our regulation by the Financial Conduct Authority are available from us on request.