On October 23rd, 2014, we updated our
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TBLI Europe 2010 Simplicity and Transparency If you claim being a responsible investor, you have to be transparent
Objective Responsible Investing Classification
Provide private investors transparency on the policy-based integration of Environmental, Social and Governance (ESG) factors into fund management.
Enable private investors to compare different investment funds of Robeco and investment funds of other asset managers.
Classification is not a rating, it’s about providing transparency & accountability.
TBLI Europe 2010
Methodology (www.robeco.com) TBLI Europe 2010
Three levels per building block
key ESG issues are systematically integrated in company appraisals for a majority of portfolio holdings
the fund also provides details on internal processes to ensure effective ESG integration
the process for identifying key ESG issues is also transparent with reference to related information sourcing
TBLI Europe 2010
Sustainalytics reports (www.robeco.com) TBLI Europe 2010
Our lessons learned
Responsible investing is increasingly attracting the attention of private investors
Nonetheless serious challenges remain:
Lack of common understanding of terminology
Thematic and values-based investing is best understood; other concepts are less understood
Private investors are suspicious about the value behind the proposition
and they are therefore very alert about the wording, for example: apart from the financial aspect a certain degree of ESG-issues is taken into account
But when explained clearly Responsible Investing is highly appreciated
TBLI Europe 2010 A mix of awareness raising effort and simplicity creates opportunity!
Good cooperation by the Dutch Investment Community TBLI Europe 2010
Curious or do you have questions?
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TBLI Europe 2010
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