Robeco has strengthened its thematic position with the launch of the new Global Multi-Thematic strategy: a turnkey solution with which clients can achieve long-term profitability from megatrends.
Through bottom-up stock selection across its thematic strategies1, Robeco aims to amplify overall profitability, as well as minimize concentration risks and volatility associated with specific themes. This strategy is based on the Megatrends fund, launched more than 10 years ago. Currently, the global total assets under management of active thematic equities exceeds €400 billion, and is expected to have annual organic growth of more than 10%.
The Global Multi-Thematic Strategy is a global equity portfolio that draws on Robeco’s broad thematic range to effectively capture and amplify the upside potential of robust themes while mitigating downside risk.*2 The The strategy applies a systematic and dynamic investment process that allocates and calibrates your exposure to the most promising themes and underlying companies from Robeco’s diverse range of thematic equity strategies. The three key trends it focuses on are transformative technologies, sociodemographic changes and planet preservation.
Robeco’s enhanced multi-thematic strategy will be led by a dedicated team consisting of 3 experienced portfolio managers (Dora BuckulÄÂ íková, Marco van Lent and Steef Bergakker) and 2 investment analysts, supported by a network of 13 thematic ambassadors of Robeco. Robeco. These ambassadors will directly transmit their investment ideas, providing their extensive specialized knowledge, in-depth analysis and perspectives on their respective thematic areas.
Ralf Oberbannscheidt, Head of Thematic Investment at Robeco: “As a global asset manager, Robeco provides its clients with superior returns and investment solutions to achieve their financial and sustainability goals. Thanks to the enhanced Global Multi-Thematic strategy, we offer our clients the opportunity to invest in the most relevant trends. Additionally, bringing together multiple thematic strategies into a single solution provides diversification and volatility adjustment benefits. The selection of trends reflects the high economic value we attribute to addressing inefficiencies, inequalities and imbalances in business, society and the environment. In general, markets tend to underestimate this value. “Now, our clients can invest in 3 secular trends and 13 innovative thematic strategies through a single strategy.”
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