Robeco, The Investments Engineers

Opportunity: Energy investing

Investing in the transition

Thanks to carbon pricing, regulations and lower costs the energy sector is undergoing a once-in-a-century transition. New players and business models are driving growth and increasing well-being. But this is just the beginning.


Why energy?

Renewables are fueling innovation and growth. Solar has become the cheapest source of electricity in history and capacity is expanding fast. However, there’s still a long way to go. The net zero trajectory requires annual investment in clean energy to reach USD 4 trillion by 2030, more than triple current levels.

Renewable energy is only a first step. Alone, it is not enough to hit net zero, and investments are needed across the entire value chain. Renewable must be accompanied by reducing energy intensity, electrifying buildings and transport, and increasing smart grids by 2050, when dedicated investments in energy infrastructure will far exceed investments in energy generation.

Roman Boner CFA - Senior Portfolio Manager

Roman Boner CFA
Senior Portfolio Manager

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The energy sector accounts for 75% of global emissions, making it the largest contributor to climate change

Why now?

The energy sector accounts for 75% of global emissions, making it easily the single largest contributor to climate change. The IPCC recently revealed we are on course to reach a catastrophic 2.7°C temperature increase rather than the agreed 1.5°C.

Switching to renewable energy is the only way forward.


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Climate solutions are gaining momentum. The cost of clean technologies is falling dramatically. In 2020, renewables accounted for 90% of net power capacity expansion globally. EV uptake is also increasing.

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Government action is supporting clean energy markets. More policies will further boost clean tech and infrastructure, the most powerful policy being carbon pricing regimes.

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Abundant private sector financing is now available. Following COP26, 1,045 companies have signed and agreed to invest to reach net zero by 2050.

Why Robeco Smart Energy?

The Robeco Smart Energy Equities strategy invests in cleaner solutions across the energy value chain. This includes renewable energy production, smart grids and decentralized energy networks that optimize renewable electricity production, transmission and distribution, as well as investments in the efficient management and use of energy. These help decarbonize transportation and other heavily emitting industries.

The strategy is actively managed and sustainably driven. SI input is integrated into portfolio investment decisions and helps inform future investment strategies. Since inception in 2003, the strategy’s assets have grown to nearly EUR 3,3 billion as at September 2022.

Our flagship solution

Smart Energy


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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.