The Global Multi-Thematic strategy is a global equity portfolio (classified as Article 8 under the sustainable finance disclosure regulation – SFDR) that draws from Robeco’s thematic range to capture and amplify the upside potential of powerful themes while mitigating downside risk, according to the Netherlands-headquartered asset manager.
The strategy applies a “systematic, dynamic investment process”, through bottom-up stock picking across all its thematic strategies.
It targets three key trends: transforming technologies, changing socio-demographics, and preserving earth.
Ralf Oberbannscheidt, head of thematic investing at Robeco said in a statement: “Our choice of these trends reflects our belief in the significant economic value of addressing inefficiencies, inequalities, and imbalances in business, society, and the environment.
The strategy will be led by a dedicated team of three seasoned portfolio managers (Dora Buckulcikova, Marco van Lent, Steef Bergakker) and two investment analysts, together with 13 Robeco thematic specialists.
“We’re now able to offer our clients the possibility to invest in three secular trends and 13 innovative thematic strategies through one single strategy,” said Oberbannscheidt.
The strategy is available to professional investors in Hong Kong and accredited investors in Singapore.
