Robeco has been awarded a mandate from Australian Catholic Superannuation and Retirement Fund (ACSRF) for its Emerging Markets Sustainable Active Equities strategy.
After an extensive search, Australian Catholic Superannuation and Retirement Fund (ACSRF) elected to invest in Robeco’s Emerging Markets Sustainable Active Equities strategy, which aims to offer a significantly better sustainability profile than the benchmark (MSCI Emerging Markets Index), while maintaining the ability to provide alpha in emerging markets.
Speaking on behalf of ACSRF, CEO Greg Cantor said: “We are delighted to partner with Robeco in meeting our investment requirements within Emerging Markets. We were particularly attracted to Robeco’s strong focus on Environmental, Social and Governance (ESG) criteria and how they are embedded within the investment process. It is an important consideration for our fund and one that our members care deeply about.”
The strategy combines three of Robeco’s core strengths: quant investing, emerging markets and sustainability investing. It has been developed in close collaboration with its sister company RobecoSAM, the investment specialist focused exclusively on Sustainability Investing (SI).
Stephen Dennis, Head of Robeco Australia, commented: “Robeco is well-positioned in providing customised ESG solutions to Australian investors allowing them to satisfy their ESG preferences. Robeco and RobecoSAM have championed sustainability investing for over two decades and we are thrilled to offer this strategy that combines the expertise of both entities.”
Robeco is a pure play international asset manager founded in 1929. It currently has offices in 15 countries around the world and is headquartered in Rotterdam, the Netherlands. Through its unique integration of fundamental, sustainable, and quantitative research, Robeco is able to offer both institutional and private investors an extensive selection of active investment strategies, covering a broad range of asset classes. As at 31 December 2017, Robeco had AUD 247 billion in assets under management, 70% of which were institutional. In Australia, Robeco has offices in Sydney and Melbourne focusing on institutional and wholesale investors in Australia, New Zealand and Oceania. Robeco is a subsidiary of ORIX Corporation Europe N.V. which had assets under management of AUD 450 billion as at 31 December 2017. More information is available at www.robeco.com/au.
Founded in 1995, RobecoSAM is an investment specialist focused exclusively on Sustainability Investing. It offers asset management, indices, impact analysis and investing, sustainability assessments, and benchmarking services. The company’s asset management capabilities cater to institutional asset owners and financial intermediaries and cover a range of ESG-integrated investments, featuring a strong track record in resource efficiency-themed strategies. Together with S&P Dow Jones Indices, RobecoSAM publishes the globally recognized Dow Jones Sustainability Indices (DJSI) as well as the S&P ESG Factor Weighted Index series, the first index family to treat ESG as a standalone performance factor using the RobecoSAM Smart ESG methodology. Based on its Corporate Sustainability Assessment (CSA), an annual ESG analysis of approximately 4,500 listed companies, RobecoSAM has compiled one of the world’s most comprehensive databases of financially material sustainability information. The CSA data is also included in USD 104 billion of assets under management at Robeco.
RobecoSAM is a sister company of Robeco, the Dutch investment management firm founded in 1929. Both entities are subsidiaries of ORIX Corporation Europe N.V., the center of asset management expertise for ORIX Corporation. As a reflection of its own commitment to advancing sustainable investment practices, RobecoSAM is a signatory of the PRI, UN Global Compact and Climate Action 100+, a supporter of the Task force on Climate-related Financial Disclosure (TCFD), as well as a member of Eurosif, Swiss Sustainable Finance, Carbon Disclosure Project (CDP), and Portfolio Decarbonization Coalition (PDC). As of December 31, 2017, RobecoSAM had client assets under management, advice and/or license of approximately USD 20 billion.