Robeco launches two innovative climate-focused fixed income strategies

10 December 2020

Robeco announces the launch of RobecoSAM Climate Global Credits and RobecoSAM Climate Global Bonds. These actively managed strategies are the first global fixed income strategies to be fully compliant with the EU benchmark regulation for Paris-aligned investments.

The strategy

RobecoSAM Climate Global Credits invests globally in corporate bonds with explicit climate targets that contribute to the goals of the Paris Agreement. The strategy starts with a 50% lower carbon footprint than the broader corporate bond market, and aims to decarbonize 7% per year while outperforming its Paris-aligned benchmark. It will be managed by Victor Verberk, Reinout Schapers and Peter Kwaak from Robeco’s Global Credit team.

Team

RobecoSAM Climate Global Bonds comprises a global aggregate portfolio of fixed income assets. The strategy aims for a lower carbon footprint relative to the global investment grade bond universe and an average of at least 7% decarbonization per annum, while outperforming its Paris-aware benchmark.

It will be managed by Jamie Stuttard, Regina Borromeo and Bob Stoutjesdijk from Robeco’s Global Fixed Income Macro team.

The strategies will be measured against newly created climate indexes, developed jointly by Robeco and Solactive using an innovative approach since these benchmarks are not yet available to the market. Climate change considerations are fully integrated into the investment process and portfolio construction, and engagement carried out by Robeco’s Active Ownership team is also part of the strategy.

Both strategies are domiciled in Luxembourg and will be available to institutional, and retail investors via wholesale distributors, following local registrations.