Let’s be clearer about what ESG integration actually does

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At Robeco we have been integrating environmental, social and governance (ESG) factors into our investments since 2010. For many years we have held the firm belief that integrating material ESG issues into our investment cases leads to better-informed investment decisions. The financial industry has now mostly followed suit and also claims to integrate ESG into

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Robeco appoints client service manager

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Robeco Australia has appointed Julian Turner as client service manager responsible for supporting business relationships with institutional and wholesale clients. Effective yesterday, Mr Turner will be based in the asset manager’s Sydney office. He has over 25 years’ experience in the asset and investment management industry and joins Robeco from Yarra Capital Management where he

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Lonsec awards recommended rating to Robeco SDG Credit Income Fund (AUD Hedged)

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The Robeco SDG Credit Income Fund (AUD Hedged) (“Fund”) has received a recommended rating from independent research house, Lonsec. Robeco launched the Fund – which aims to contribute to realising the 17 UN Sustainable Development Goals (“SDG”) – for Australian investors in November 2020. It feeds into the Luxembourg-domiciled strategy launched in May 2018, and

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The fund manager 2.0 needs to know more than maximising alpha

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To be successful in the changing asset management environment, fund managers need to continuously reinvent themselves. In the past, they had to deal with globalization and quantification, and are currently being impacted by the use of big data and machine learning. Developments in sustainable investing are requiring the fund manager of the future to adapt

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Investing in health and disease prevention is the best cure

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Covid-19 might have put the spotlight on health, but our investment and Active Ownership teams have had a focus on health, health care and healthy food for some years already. We take the good aspects of it, such as the excellent investment opportunities that can be found in disease prevention, pharmaceuticals, fitness, and healthy and

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Robeco survey reveals big investor shift on climate change and decarbonisation

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Robeco has published a survey on how investors are approaching the opportunities and risks associated with climate change. The survey covers 300 of the world’s largest institutional and wholesale investors in Europe, North America and Asia Pacific, representing a total of around USD 23.4 trillion in assets under management. Carried out by CoreData Research, Robeco’s

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China outlook 2021: Starting off the year on the right foot

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Despite the havoc caused by Covid-19, China started off 2021 on a much stronger footing than 2020. As the economic recovery gathers momentum and political tensions with the US ease a little, we remain constructive for the months to come. After a roller-coaster but still positive year in 2020, the Chinese economy is expected to

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Robeco launches credit income fund targeting Sustainable Development Goals

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Robeco has launched a new investment fund for the Australian market which is designed to contribute positively to the United Nations’ Sustainable Development Goals (SDGs), while aiming to provide a monthly income distribution between 4% and 6% for clients. The Robeco SDG Credit Income Fund is now accessible in the Australian market and applies Robeco’s

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Robeco credit quarterly outlook: Q4 2020

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In light of the massive gap between markets and fundamentals, we approached this Credit Quarterly Outlook with the question: do fundamentals still matter? Sander Bus, Co-head of the Robeco Credit team, says, “Longer term, we have no doubt that fundamentals still matter for markets but, for the last several months, the central bank put has

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Robeco extends exclusion of investments in fossil fuels to all its funds

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Robeco has taken an important next step in its sustainable investing approach with the decision to exclude investments in thermal coal, oil sands and Arctic drilling from all its mutual funds. Robeco has decided to exclude investments in thermal coal as it is by far the highest carbon-emitting source of energy in the global fuel

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