Robeco has been awarded two advanced 3D investment mandates by PGGM, a prominent Dutch pension investor, totalling over €15b for its client, Pensioenfonds Zorg & Welzijn (PFZW). These mandates, announced on 12 September, are tailored to balance risk, return, and sustainability, marking a pivotal development in the partnership between PGGM and Robeco.
The mandates include the 3D Systematic Equity Robeco, valued at €11.7b, which employs a systematic, bottom-up investment strategy focusing on individual company characteristics. The second mandate, 3D Credit Robeco, worth €3.7n, actively manages a diversified credit portfolio with a similar approach. Both strategies integrate Robeco’s proprietary Sustainability IP, including the SDG Framework and Climate Traffic Light analytics, to ensure transparency and sustainability.
Carola van Lamoen, Head of Sustainable Investing at Robeco, stated, “These mandates reflect our shared belief with PGGM and PFZW in the importance of balancing risk, return, and sustainability. By integrating our proprietary Sustainable Investing frameworks and active engagement into both systematic equity and credit strategies, we aim to deliver robust investment solutions that support long-term value creation and positive impact.”
In response to growing demand, Robeco has also launched a suite of 3D ETFs, offering a dynamic alternative to passive ETFs by targeting investment dimensions to enhance performance and sustainability. This initiative underscores Robeco’s commitment to sustainable investing and its strategic alignment with PGGM’s objectives.
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