Disclaimer
This page is intended for US prospects, clients and investors only and includes information about the capabilities, staffing and history of Robeco Institutional Asset Management US, Inc. (RIAM US) and its participating affiliates, which may include information on strategies not available in the US. US Securities and Exchange Commission (SEC) regulations are applicable only to clients, prospects and investors of RIAM US. Robeco BV, Robeco HK and Robeco SH are considered a “participating affiliate” of RIAM US and some of their employees are “associated persons” of RIAM US as per relevant SEC no-action guidance. Employees identified as access persons or associated persons of RIAM US perform activities directly or indirectly related to the investment advisory services provided by RIAM US. In those situations, these individuals are deemed to be acting on behalf of RIAM, a US SEC registered investment adviser. RIAM US’s SEC registration should not be viewed as an endorsement or approval of RIAM US by the SEC. RIAM US maintains its offices at 230 Park Avenue, New York, NY 10169.
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Sustainable Investing
Principal Adverse Impact indicators
Companies affect the environment in various ways, both positively and negatively. Investors who own the equities and bonds of these companies need to report on adverse sustainability impacts at both the entity and financial product levels. The European Union (EU) defines these adverse impacts as “negative, material, or likely to be material effects on sustainability factors that are caused, compounded by, or directly linked to investment decisions and advice performed by the legal entity”.
The EU has identified 64 adverse impact indicators that must be calculated, 18 of which are mandatory to report, while the remaining 46 are voluntary. These indicators cover typical environmental, social and governance (ESG) factors familiar to investors. The compulsory indicators include a range of factors, such as carbon emissions, fossil fuel exposure and waste levels (Environmental); gender diversity and human rights due diligence (Social); and exposure to corruption, bribery, or other scandals (Governance).
Returns that benefit the world we live in
Sustainable investing
Although the regulation formalizes the disclosure process, identifying adverse impacts is not a new concept. Robeco has long integrated ESG aspects into its investment process to manage risk and minimize negative impacts. Since the implementation of the EU's Sustainable Finance Disclosure Regulation (SFDR), Robeco has been considering negative impacts as disclosable Principle Adverse Impact (PAI) indicators for the first time in June 2021.
Following the SFDR framework, Robeco established a methodology for measuring these indicators and developed a prototype to assess the impact on all its funds.
The Robeco Principal Adverse Impact statement discloses data for the period of 1 January to 31 December.
