Netherlands-based asset manager Robeco is looking to offer clients long-term returns from ‘megatrends’ with the launch of a new Global Multi-thematic Strategy. The fund will target three key areas: transforming technologies, changing socio-demographics, and preserving earth. It is categorised as Article 8 under the EU’s Sustainable Finance Disclosure Regulation, and draws on Robeco’s thematic range to capture and amplify the upside potential of powerful themes while mitigating potential downside risk. Using what it describes as a “bottom-up stock-picking” approach, Robeco will aim to amplify overall returns for investors while minimizing the concentration risks and volatility associated with single themes. The firm currently manages €400 billion of AUM (US$429.9 billion) in global active thematic equities, with an expected annual organic growth of more than 10%. “With our strengthened Global Multi-thematic Strategy, we offer our clients the opportunity to invest in the most relevant trends, while the bundling of these thematic strategies in one capability provides diversification and volatility-adjusting benefits,” said Ralf Oberbannscheidt, Head of Thematic Investing at Robeco. “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.”
Robeco’s Global Multi-Thematic strategy offers investors dynamically tailored exposure across its entire thematic equity platform and more ways to capture diversified growth in the global economy. #thematicinvesting #globalequities #LongTermGrowth https://t.co/nM80q9zdnK pic.twitter.com/VdWU0dgqaC
— Robeco Asset Management (@Robeco) June 4, 2024
