Robeco Enhances Transparency with Comprehensive Sustainability Reporting Across Investment Products

Robeco, an international asset manager, has announced its initiative to provide sustainability information for all its investment products. This information, encompassing themes such as climate, net zero, biodiversity, and the Sustainable Development Goals (SDGs), will be included in product factsheets and on their webpages.

Factsheets are commonly used to convey essential product details, including performance, fees, top holdings, sector allocations, and portfolio manager information. Robeco, which has already reported on the sustainability attributes of sustainable and impact-aligned strategies, will extend this reporting to over 100 factsheets and associated product webpages.

This move is in response to the growing demand for greater transparency regarding portfolio sustainability factors. Reported metrics will cover aspects considered vital by clients, such as the portfolio’s environmental impact, alignment with SDGs, levels of engagement, exclusions, and the product’s ESG rating from external data providers like Sustainalytics.

Robeco’s enhanced sustainability disclosure comes after integrating sustainability data, including engagement results, into its data architecture and reporting structures. The development of this project involved cooperation across the company’s internal investments value chain.

Robeco employs graphics generated by ESGenius, its proprietary sustainability reporting tool. Each investment product will be represented by one of 11 different combinations of sustainability visuals, depending on the investment strategy and asset type. These visuals will be presented on page 3 of the factsheets, following the standard portfolio information.