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The Underlying Index excludes from the eligible universe securities of companies based on their specific business activities and noncompliance with environmental criteria set forth in the United Nations Global Compact (“UNGCâ€) | specific |
The Sub-fund only makes investments in Green, Social and Sustainable bonds and therefore it does not have sovereign exposures. | specific |
Examples of such involvement or commitment include (i) owning properties, facilities and buildings designed and built according to environmental or sustainable standards and certified by third parties (such as the Leadership in Energy and Environmental Design (LEED) green building certification program); (ii) constructing green or sustainable properties, facilities or buildings, which may also include retrofitting or redeveloping non-certified properties to comply with green building standards; and (iii) providing consultancy services that aid in the green building certification of properties, facilities, or buildings. | specific |
These exposures are preserved at the weights of the Parent Index and are not subject to the Index Provider’s optimization process, which is a quantitative process that seeks to determine optimal weights for securities to maximize exposure to securities of entities with higher MSCI ESG Research ratings subject to seeking to maintain risk and return characteristics similar to the Parent Index. | specific |
Additionally, issuers with derived revenue from thermal coal, tobacco and weapons sectors are excluded. | specific |
For inclusion in the Underlying Index, securities are independently evaluated by MSCI ESG Research LLC (“MSCI ESG Researchâ€), pursuant to an agreement between MSCI ESG Research and the Index Provider (or an affiliate), based on four criteria aligned with themes articulated in the Green Bond Principles, which are published by the International Capital Market Association (“Green Bond Principlesâ€). | specific |
The Index Provider also excludes entities involved in very severe business controversies (in each case as determined by MSCI ESG Research), and then follows the Index Provider’s optimization process. | specific |
The Sub-fund's portfolio complies with Robeco's Exclusion Policy (https://www.robeco.com/docm/docu-exclusion-policy.pdf) that is based on exclusion criteria with regards to products and business practices that Robeco believes are detrimental to society and incompatible with sustainable investment strategies. | specific |
The Sub-fund's portfolio complies with Robeco's Exclusion Policy https://www.robeco.com/docm/docuexclusion-policy.pdf excluding investments in companies that are exposed to controversial behavior and controversial products. | specific |
In addition, the Subfund's portfolio complies with Robeco's Exclusion Policy (https://www.robeco.com/docm/docuexclusion-policy.pdf), that is based on exclusion criteria with regards to products and business practices that Robeco believes are detrimental to society and incompatible with sustainable investment strategies. | specific |
Furthermore companies involved in the production or distribution of controversial weapons and companies involved in the production of tobacco are excluded from the investment universe of the Fund. | specific |
Companies that breach the international norms will be excluded from the investment universe. | specific |
Sovereign issuers involved (defined as the government receiving revenue from direct involvement in those activities) in thermal coal, tobacco, weapons or UN Global Compact principle violations are excluded from the index regardless of their ESG score. | specific |
The Underlying Index includes companies in wind, solar, biofuels, hydro, wave, tidal, geothermal and other relevant renewable energy businesses and those involved in energy conversion, storage, conservation, efficiency, materials relating to those activities, carbon and greenhouse gas reduction, pollution control, emerging hydrogen and fuel cells. | specific |
The Sub-fund fully complies with activity based exclusions with regards to products (including controversial weapons, tobacco, palm oil, and thermal coal, upstream oil and gas and electricity producers in line with Article 12 of the EU regulation Climate Transition Benchmarks, EU Parisaligned Benchmarks and sustainability-related disclosures for benchmarks). | specific |
In addition, the Fund will not invest in companies currently operating in the following industries: coal & consumable fuels, oil & gas exploration & production, integrated oil & gas, tobacco, distillers & vintners, brewers, casinos & gaming and firearms & weapons. | specific |
Objective The Sub-fund has as its sustainable investment objective to finance or re-finance in part or in full new and/or existing environmentally-friendly projects by investing in USD-denominated Green Bonds, while at the same time aiming to provide long term capital growth. | specific |
These framework directly and indirectly assess PAI indicators Robeco's SDG Framework assesses companies' positive and negative contributions to the Sustainable Development Goals (SDGs). | specific |
The Sub-fund promotes environmental and/or social characteristics within the meaning of Article 8 of the Regulation (EU) 2019/2088 of 27 November 2019 on sustainabilityrelated disclosures in the financial sector. | specific |
Pre-investment, green, social and sustainable bonds are assessed via Robeco's Green Bond Framework and Social Framework, as well as via Robeco's SDG Framework. | specific |
The Sub-fund promotes environmental and/or social characteristics, within the meaning of Article 8 of the Regulation (EU) 2019/2088 of 27 November 2019 on sustainability-related disclosures in the financial sector. | specific |
o Via the environmental footprint performance targets of the Sub-Fund, the following PAIs are considered: - Carbon footprint (PAI 2, Table 1) | specific |
The Subfund promotes environmental and/or social characteristics within the meaning of Article 8 of the Regulation (EU) 2019/2088 of 27 November 2019 on sustainability-related disclosures in the financial sector. | specific |
Via the carbon footprint performance target of the Sub-Fund, the PAI on Carbon footprint (PAI 2, Table 1) is considerd via the Paris-Aligned Benchmark. | specific |
o Via the application of the voting policy, the following PAIs are considered: - All indicators related to GHG emissions (PAI 1-6, Table 1) | specific |
Via the carbon footprint performance target of the Sub-Fund, the PAI on Carbon footprint (PAI 2, Table 1) is considered via the Paris-Aligned Benchmark. | specific |
Global Diversified Sovereign Index applies environmental, social and governance (“ESGâ€) considerations to its broader parent index, the J.P. Morgan EMBI Global Diversified Sovereign Index. | specific |
Pre-investment, Robeco's SDG Framework assesses companies' positive and negative contributions to the Sustainable Development Goals (SDGs). | specific |
For Social bonds, Robeco considers board gender diversity (Table 1, PAI 13) depending on whether the use of proceeds of the social bond will tackle gender diversity issues. | specific |
� MSCI ESG Controversies provides assessments of controversies concerning the negative ESG impact of company operations, products and services. | specific |
The Sub-fund has the following sustainability indicators to measure the attainment of the E/S characteristics of the government and government-related bonds: 1. | specific |
PROSPECTUS ROBECO CAPITAL GROWTH FUNDS - All indicators related to GHG emissions, as part of the required Climate Risk analysis (PAI 1-6, Table 1, PAI 4, Table 2) - Biodiversity, water and waste indicators (PAI 7-9, Table 1) - Board gender diversity (PAI 13, Table 1) | specific |
Via these frameworks, the following adverse impacts are directly considered: - Table 1, PAI 10 (Violations of the UN Global Compact principles and Organisation for Economic Cooperation and Development (OECD) Guidelines for Multinational Enterprises) - Table 1, PAI 14 (Exposure to controversial weapons) | specific |
The most recent version of the Robeco Exclusion Policy can be found on https://www.robeco.com/exclusions, including the criteria and to which funds they apply. | specific |
The ESG criteria used to score each issuer in the parent index reflect their application to sovereign issuers, including environmental (e.g., access to water, energy sources and pollution) governance (e.g., corruption and political liberties), and social (e.g., education access and life expectancy). | specific |
Yes The Sub-fund considers principal adverse impacts on sustainability factors as referred to in Annex I of the SFDR Delegated Act. | specific |
Social factors include, but are not limited to, diversity, health and safety, human rights, indigenous nations, engagement and community outreach. | specific |
Robeco's Exclusion Policy includes an explanation of how Robeco acts in accordance with the International Labor Organization (ILO) standards, United Nations Guiding Principles (UNGPs), United Nations Global Compact (UNGC) Principles and the Organization for Economic Co-operation and Development (OECD) | specific |
Post-investment, the following principal adverse impacts on sustainability factors are taken into account via Robeco's entity engagement program: - All indicators related to Climate and other environment-related indicators (PAI 1-9, Table 1) - Violations of the UN Global Compact Principles and Organisation for Economic Cooperation and Development (OECD) Guidelines for Multinational Enterprises (PAI 10, Table 1) | specific |
For a large share of Green, Social and Sustainable bonds, Robeco adds an extra assessment on sustainability factors by applying Robeco's Green Bonds Framework or Social Bond Framework. | specific |
-investment, Robeco's SDG Framework assesses companies' positive and negative contributions to the Sustainable Development Goals (SDGs). | specific |
Amongst others, the Sub-fund applies normsbased, activity-based and regional exclusions, Robeco's good governance policy and considers Principal Adverse Impacts in the investment process. | specific |
Robeco's Exclusion Policy includes an explanation of how Robeco acts in accordance with the International Labor Organization (ILO) standards, United Nations Guiding Principles | specific |
Robeco's ESG bond eligibility frameworks require that international norms related to social and governance issues are met. | specific |
Post-investment, the following principal adverse impacts on sustainability factors are taken into account: o Via Robeco's entity engagement program, the following PAIs are considered: - All indicators related to Climate and other environment-related indicators (PAI 1-9, Table 1) | specific |
As per index rules, the promotion or demotion into or out of each quintile will also impact green bonds issued by the respective issuer. | specific |
Green bonds from excluded issuers are also not eligible for inclusion. | specific |
The Fund’s ESG methodology actively utilizes both proprietary ESG scoring and ESG exclusionary screening to construct the Fund’s portfolio. | specific |
All sustainable investments are constituents of Solactive Paris Aligned Global Corporate Index or follow the benchmark methodology. | specific |
The Fund has the following threshold responsibility standards which are applied in determining whether a security qualifies as an investment for the Fund: v The Fund will seek to avoid investing in companies that manufacture tobacco products. | specific |
The Sub-fund promotes adherence to and conducting business activities in accordance with the United Nations Universal Declaration of Human Rights, the International Labor Organization's (ILO) labor standards, the United Nations Guiding Principles for Business and Human Rights (UNGPs), the United Nations Global Compact (UNGC) and the OECD Guidelines for Multinational Enterprises, by scrutinizing companies that violate these principles. | specific |
Given that sustainable investment objective of the Sub-fund of reducing the carbon footprint of its portfolio, the reference index is aligned with such objective of the Sub-fund by applying in its methodology clearly defined rules for evaluating securities on their carbon footprint. | specific |
For corporate bonds the Benchmark aims to represent the performance of an investment strategy that is aligned with the technical standards for EU Paris Aligned Benchmarks in areas such as exclusions and carbon reduction objectives. | specific |
RIAM acts in accordance with the United Nations Global Compact and the OECD Guidelines for Multinational Enterprises to assess the companies, where principles about human rights, labor standards, the environment and anti-corruption are taken into consideration and may lead to an exclusion of the companies from the investment universe if breached. | specific |
The Index Provider seeks to achieve this target percentage through a three step process that uses the ESG scores assigned to the remaining companies by the Index Provider as the determining factor. | specific |
Companies are analyzed by the investment adviser’s ESG analysts utilizing The Calvert Principles for Responsible Investment (“Principlesâ€), a framework for considering ESG factors (a copy of which is included as an appendix to the Fund’s Prospectus). | specific |
Lastly, the Index Provider excludes companies from the Underlying Index that are determined by Sustainalytics to be “noncompliant†with the principles of the United Nations Global Compact (UNGC). | specific |
The reference index is aligned with the carbon reduction objective of the Sub-fund by applying a methodology with clearly defined rules for evaluating securities on their carbon footprint. | specific |
Fixed Income ETFs iShares ESG Aware U.S. Aggregate Bond ETF seeks to track the investment results of the Bloomberg Barclays MSCI US Aggregate ESG Focus Index (the “Underlying Indexâ€), which has been developed by Bloomberg Barclays Capital Inc. (the “Index Provider†or “Bloomberg Barclaysâ€) with ESG rating inputs from MSCI ESG Research LLC (“MSCI ESG Researchâ€) pursuant to an agreement between MSCI ESG Research and Bloomberg Index Services Limited (a subsidiary of Bloomberg Barclays) or an affiliate. | specific |
The Sub-fund also applies the aforementioned exclusion criteria, and the Sub-fund's weighted carbon footprint score is always better than the Solactive Paris Aligned Global Corporate Index. | specific |
A company is determined to be “noncompliant†if it does not act in accordance with the UNGC principles and their associated standards, conventions and treaties, including the Organization for Economic Co-operation and Development (OECD) Guidelines for Multinational Enterprises and the UN Guiding Principles on Business and Human Rights. | specific |
iShares ESG Aware MSCI USA ETF seeks to track the investment results of the MSCI USA Extended ESG Focus Index (the “Underlying Indexâ€), which has been developed by MSCI Inc. (the “Index Provider†or “MSCIâ€). | specific |
The Sub-fund does not invest in activities that are excluded on the basis of Article 12 of the EU regulation Climate Transition Benchmarks, EU Paris-aligned Benchmarks and sustainability-related disclosures for benchmarks as applicable. | specific |
The consideration of this PAI is currently restricted to applying exclusions to palm oil producing companies and for any breaches to the UNGC, UNGP and OECD Guidelines for Multinational Enterprises in relation to biodiversity. - Exposure to controversial weapons (anti-personnel mines, cluster munitions, chemical weapons (PAI 14, Table 1) | specific |
Objective The Sub-fund has as its sustainable investment objective to contribute to keeping the maximum global temperature rise well-below 2°C by reducing the carbon footprint of the portfolio in line with the MSCI USA Climate Paris Aligned Index. | specific |
Objective The Sub-fund has as its sustainable investment objective to contribute to keeping the maximum global temperature rise well-below 2°C by reducing the carbon footprint of the portfolio in line with the MSCI World Climate Change Index. | specific |
The Underlying Index selects its components from all the constituent companies of the S&P MidCap 400 Index, but excludes (i) companies that have either no Index Provider ESG scores or disqualifying Index Provider ESG scores; (ii) companies engaged in specific business activities; and/or (iii) companies determined to be “non-compliant†by Sustainalytics with the principles of the United Nations Global Compact (“UNGCâ€), all as further described below. | specific |
Corporate debt and government securities that meet a minimum ESG rating threshold are eligible for inclusion in the Index. | specific |
Green house Gas emissions The emissions in terms of tonnes of CO2 equivalent of carbon dioxide (CO2), methane (CH4), nitrous oxide (N2O), hydrofluorocarbons (HFCs), perfluorocarbons (PFCs), nitrogen trifluoride (NF3) and sulphur hexafluoride (SF6) as defined under point (1) of Article 3 of Regulation (EU) 2018/842 of the European Parliament and of the Council. | specific |
The Sub-fund invests a minimum of 2% in green, social, sustainable, and/or sustainability-linked bonds. | specific |
Meeting all four criteria is required for bonds issued after the publication of the Green Bond Principles in January 2014. | specific |
The Sub-fund invests a minimum of 10% in green, social, sustainable or sustainability-linked bonds. | specific |
Via Robeco's entity engagement program, the following PAIs are considered: - All indicators related to Climate and other environment-related indicators (PAI 1-9, Table 1) - Violations of the UN Global Compact Principles and Organisation for Economic Cooperation and Development (OECD) Guidelines for Multinational Enterprises (PAI 10, Table 1) - In addition, based on a yearly review of Robeco's performance on all mandatory and selected voluntary indicators, holdings of the Sub-fund that cause adverse impact might be selected for engagement. | specific |
Engage in the business of controversial weapons (cluster weapons, landmines (anti-personnel mines), biological or chemical weapons, depleted uranium weapons, white phosphorous weapons, nuclear weapons) or hold a 25% or higher stake in a company involved in this activity. | specific |
The Sub-fund invests a minimum of 5% in green, social, sustainable, and/or sustainability-linked bonds. | specific |
The Fund invests no more than 20% of its net assets in U.S. companies (excluding High Social Impact and Special Equities investments). | specific |
The Sub-Fund plans to make a minimum of 90% sustainable investments, defined as investments in green, social or sustainable bonds. | specific |
The Fund intends for its portfolio of securities to be aligned with the goals of the United Nationsconvened Net-Zero Asset Owner Alliance which seeks to align portfolios with a sub-2°C scenario, addressing Article 2.1c of the Paris Agreement. | specific |
The Sub-fund invests a minimum of 10% in green, social, sustainable and/or sustainability-linked bonds. | specific |
The Sub-fund invests a minimum of 10% in green, social, sustainable, and/or sustainability-linked bonds. | specific |
Issuers involved in the generation of electricity above 30% from coal-fired plants are also excluded. | specific |
The Sub-Fund, as part of the negative screening process, the Sub-fund commits to a minimum rate of 20% reduction, resulting to excluding the lowest performing companies based on ESG metrics. | specific |
Up to 3% of an Underlying Fund’s net assets may be invested in High Social Impact Investments. | specific |
The % of companies with a Gender Equality score below 50 as determined through the thematic universe methodology. | specific |
While the sum of socially sustainable investments and sustainable investments with an environmental objective always adds up to the Sub-fund's minimum proportion of 50% sustainable investments, we do not commit to a minimum share of socially sustainable investments because the Sub-fund's The two graphs below show in green the minimum percentage of investments that are aligned with the EU Taxonomy. | specific |
While the sum of sustainable investments with an environmental objective and socially sustainable investments always adds up to the Subfund's minimum proportion of 50% sustainable investments, we do not commit to a minimum share of sustainable investments with an environmental objective because the Sub-fund's investment strategy does x% 100% | specific |
The Underlying Index selects its components from all the constituent companies of the S&P 500 Index, but excludes (i) companies that have either no Index Provider ESG scores or disqualifying Index Provider ESG scores; (ii) companies engaged in specific business activities; and/or (iii) companies determined to be “non-compliant†by Sustainalytics with the principles of the UNGC, all as further described below. | specific |
The Underlying Index selects its components from all the constituent companies of the S&P SmallCap 600 Index, but excludes (i) companies that have either no Index Provider ESG scores or disqualifying Index Provider ESG scores; (ii) companies engaged in specific business activities; and/or (iii) companies determined to be “noncompliant†by Sustainalytics with the principles of the United Nations Global Compact (“UNGCâ€), all as further described below. | specific |
Stock selection is based on fundamental analysis to invest in companies that are best able to have a clear and measurable improvement in their contribution to the United Nations Sustainable Development Goals (UN SDGs) over three to five years via active engagement, as described in the Investment policy strategy paragraph in Appendix I of this Prospectus. | specific |
While the sum of socially sustainable investments and sustainable investments with an environmental objective always adds up to the Sub-fund's minimum proportion of 40% sustainable x% 100% 1. | specific |
No It will make a minimum of sustainable investments with an environmental objective: 0% | specific |
Up to 3% of a Fund’s net assets may be invested in High Social Impact Investments. | specific |
While the sum of socially sustainable investments and sustainable investments with an environmental objective always adds up to the Sub-fund's minimum proportion of 50% sustainable investments, we do not commit to a minimum share of socially sustainable investments because the Subx% 100% 1. | specific |
While the sum of sustainable investments with an environmental objective and socially sustainable investments always adds up to the Sub-fund's minimum proportion of 90% sustainable investments, The two graphs below show in green the minimum percentage of investments that are aligned with the EU Taxonomy. | specific |
The index is constructed by selecting constituents from MSCI USA Index through an optimization process that aims to maximize exposure to ESG factors for a target tracking error budget set to 50 bps under certain constraints. | specific |
• Water sustainability companies include those contained in the S&P® Global Water Index or those that, in the Adviser’s opinion, are developing efficiencies, extending the life cycle and/or identifying affordable new technologies to deliver safe, reliable or easily accessible water. | specific |
It then excludes the securities of companies that faced very severe controversies pertaining to ESG issues in the last three years (based on the Index Provider’s internal ESG rating and score data) and companies involved in controversial weapons (as defined by the Index Provider). | specific |
Up to 3% of the Fund’s net assets may be invested in High Social Impact Investments. | specific |
The Sub-fund excludes the bottom 20% ranked companies on ESG from the investment universe. | specific |
While the sum of sustainable investments with an environmental objective and socially sustainable investments always adds up to the Sub-fund's minimum proportion of 2.5% sustainable investments, we do not commit to a minimum share of sustainable investments with an environmental objective because the Sub-fund's investment strategy does not have a specific environmental investment objective. | specific |