Introduction name function focus on private investors segment management advisory model portfolios consisting of investment funds management investment fund universe investment related consultancy Coordinated introduction of the RI fund classification for private investors Launched in February this year Share this initiative/get some reflection
In short bacground design of the classification coorperation with Sustainalytics our expereince so far
Keep this short Pure-play asset manager since 1929 Mid-size Active investment style Advocate RI, our proposition in the background is a reflection of that Belief: RI creates shareholder value SAM, leader in sustainability investing is our fully owned subsidiary We’re part of Rabo-group
Thinking about what to do with our proposition, it was 2008 Difficult year for investors Believe I know, we’ve been giving presentation on the situation and I got some humble lessons in the people behind the word customer Do you know what this is? B&S valuing option prices Perception: Complex products, approaches and risks they didn’t understand Crisis has had some consequences for consumer trends: simplicity and transparency
Provide investors with insight about the extent to which investment funds conduct activities related to RI In consultation with Sustainalytics designed a methodology As you’ll notice very SIMPLE, it is intended for private investors Assessment done by Sustainalytics Credibility of information Given this insights, people can learn and decide, based on own preferences A choice that wasn’t there up till now NOT A RATING Not ESG-integration is better than engagement It’s not about telling you with two figures behind comma how responsible a portfolio exactly is Lot of discussion, because people like figures
How does it work? Selected RI-related activities explicit for investors Reflection of our own view Mix of simplicity what would be understood by private investors If you go to our site as an investor, you'll find an overview Sustainable Theme: Healthy Living: aging, nutrition ESG-integration: ESG analysis & Investment decisions: BY PORTFOLIO MANAGER Active Ownership: being engaged and voted Exclusion: what policy is in place: controversial weapons, tabacco
For each pillar, three levels: BASIC ESG issues systematicaly integrated INTERMEDIATE Not just the portfolio manager, but the whole team Training/eduction Research, performance measurement Advanced Open about your sourcing: for example SAM is very clear about the way they get their information, for example from their questionnaire
Report by Sustainalytics overview of the results of the assessment procedure desk research interview with fund manager draft report verified published
Third party-funds of which we got good cooperation on this initiative
Responsible Investing Classification An initiative in the Dutch Retail Asset Management Market London | November Robeco – Patrick de Jong | TBLI Conference TM Europe 2010
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