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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). | specific |
The first criterion is whether the use of proceeds falls within at least one of six eligible environmental categories defined by MSCI ESG Research: alternative energy, energy efficiency, pollution prevention and control, sustainable water, green building and climate adaption. | specific |
The index is constructed by following baseline exclusions (controversial weapons, tobacco, thermal coal mining, environmental controversies) and applies constraints to ensure 30% reduction in weighted average carbon emissions intensity and a 7% reduction year-on-year. | specific |
In addition, the Sub-fund plans to make a minimum of 0% of sustainable investments with a social objective. | specific |
Such screening criteria principally includes: i. issuers that derive any revenue from the production of controversial weapons; ii. issuers that derive any revenue from the production of civilian firearms; iii. | specific |
PROSPECTUS ROBECO CAPITAL GROWTH FUNDS 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) - Violations of the UN Global Compact Principles and Organisation for Economic Cooperation and Development (OECD) Guidelines for Multinational Enterprises (PAI 10, Table 1). | specific |
The Sub-fund excludes the bottom 15% of the Worldwide Governance Indicators (WGI) - Control of Corruption ranking. | specific |
activity such as the production of thermal coal, thermal coal-based power generation and extraction of oil sands based on revenue or percentage of revenue thresholds for certain categories (e.g., $20 million or 5%) and categorical exclusions for others (e.g., controversial weapons). | specific |
The Sub-fund intends to contribute to the following environmental objectives of the EU Taxonomy Regulation: • Sustainable use and protection of water and marine resources • Pollution prevention and control The Sub-fund commits to a minimum share of 0% of Taxonomy-aligned activities. | specific |
Once included in the Underlying Index, securities will remain constituents as long as they continue to meet the eligibility criteria and the revenue they derive from green building does not fall below 40%. | specific |
The Sub-fund excludes the bottom 10% ranked companies on ESG from the investment universe. | specific |
The Sub-fund uses the MSCI Emerging Markets Climate Paris Aligned Index as a reference index to meet the carbon footprint reduction objective of the Sub-fund and thereby keeping the maximum global temperature rise well-below 2°C. | specific |
A primary objective of the Sub-fund is to drive a clear and measurable improvement in a company's contribution to the United Nations Sustainable Development Goals (UN SDGs) over three to five years. | specific |
The Sub-fund will take exposure of at least two thirds of its total assets to equities of companies all over the world with high growth potential providing technologies for clean energy production, distribution, power management infrastructure and energy efficiency, which are at the very core of the Smart Energy investment case. | specific |
The Index Provider begins with the Parent Index and excludes securities of companies involved in the business of tobacco, companies involved with controversial weapons, producers and retailers of civilian firearms, and companies involved in certain fossil fuels-related activity such as the production of thermal coal, thermal coal-based power generation and extraction of oil sands based on revenue or percentage of revenue thresholds for certain categories (e.g., $20 million or 5%) and categorical exclusions for others (e.g., controversial weapons). | specific |
Each investment with an ESG Risk rating of higher than 40 requires separate approval by a dedicated committee of SI specialists, compliance and risk management that oversees the bottom-up sustainability analysis. 5. | specific |
The Underlying Index 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 methodology of the Index Provider’s Global Ex-Controversial Weapons Indexes). | specific |
From this universe of securities, Solactive first seeks to identify only those companies operating in accordance with established standards for responsible ESG conduct in the following manner: Companies in the parent universe are initially excluded from the Underlying Index for: � Failure to observe established norms with respect to environment, human rights, corruption and labor rights (or if incorporated in countries identified with high social risk); � Involvement in controversial weapons (i.e., chemical biological or nuclear weapons, depleted uranium, cluster munitions and anti-personnel mines); or � Deriving a specified percentage of revenues from one of the following sectors (“Sector Criteriaâ€): fossil fuel, oil sands, military, pornography, tobacco, gambling, alcohol or cannabis. | specific |
The Sub-fund intends to contribute to all 6 environmental objectives under the EU Taxonomy via the investments in green bonds. | specific |
Objective The Sub-fund has as its sustainable investment objectives to advance the United Nations Sustainable Development Goals (UN SDGs) by investing in companies whose business models and operational practices are aligned with targets defined by the 17 UN SDGs, and 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 All Country World Climate Paris Aligned Index. | specific |
Next, based on research and due diligence reviews conducted with the management teams of the eligible issuers, each investment opportunity is scored by the portfolio management team on a scale of 1-5 for risks related to multiple ESG factors under each individual pillar of the ESG framework (1 indicates “no risk†and 5 indicates “high riskâ€). | specific |
Net Zero 2050 Climate Equities is an actively managed fund that invests in companies in developed markets who have the objective to contribute to keeping the maximum global temperature rise well-below 2°C and those that have set Net Zero commitments. | specific |
If a sovereign issuer in the parent index is only covered by one of those ESG factor valuation input providers, the Index Provider uses the factor valuation from the covering data provider is averaged with the regional average value from the remaining provider to calculate the JESG Score. | specific |
Amongst others, the Sub-fund applies norms-based and activity-based exclusions, Robeco's good governance policy and considers Principal Adverse Impacts in the investment process. | specific |
o Via the environmental footprint performance targets of the Sub-Fund, the following PAIs are considered: - Carbon footprint (PAI 2, Table 1) - Water and waste indicators (PAI 7-9, Table 1). | specific |
o Via the environmental footprint performance targets of the Sub-Fund, the following PAIs are considered: - Carbon footprint (PAI 2, Table 1), via the Climate Transition Benchmark Post-investment, the following principal adverse impacts on sustainability factors are taken into account: | specific |
Robeco's SDG Framework is considered for the analysis of sustainable investments determined by positive scores on this framework. | specific |
As per Directive (EU) 2017/828 (EU Shareholder Right Directive), it also encompasses monitoring of investee company on non-financial performance, social and environmental and corporate governance, voting and exercising other shareholder rights and managing of potential conflicts. | specific |
The % of investments excluded from the Worldwide Governance Indicators (WGI) - Control of Corruption ranking. | specific |
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 |
The Sub-fund has sustainable investment as its objective, within the meaning of Article 9 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), via the Paris-Aligned Benchmark - Water and waste indicators (PAI 8-9, Table 1). | 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) Guidelines for Multinational Enterprises and is guided by these international treaties to assess the behavior | specific |
Post-investment, the following principal adverse impacts on sustainability factors are taken into account: - Table 1, PAI 15 (GHG intensity), via Robeco's engagement program More information is available via Robeco's Principal Adverse Impact Statement, published on Robeco's website. | specific |
They are derived from the Universal Declaration of Human Rights, the International Labour Organization’s Declaration on Fundamental Principles and Rights at Work, the Rio Declaration on Environment and Development, and the United Nations Convention Against Corruption. | specific |
The % of investments excluded based on the Worldwide Governance Indicators (WGI) - Control of Corruption ranking. | specific |
The sustainable investments are aligned with the OECD Guidelines for Multinational Enterprises and the UN Guiding Principles on Business and Human Rights via both Robeco's Exclusion Policy and Robeco's SDG Framework | specific |
o Via the applied normative and activity-based exclusions, the following PAIs are considered: - Exposure to companies active in the fossil fuel sector (PAI 4, Table 1) | specific |
The Sub-fund will use the Custom Bloomberg Climate Transition Benchmark to monitor the carbon profile of the Sub-fund. | specific |
Self-labeled green bonds are evaluated for potential inclusion in the Underlying Index using the four criteria. | specific |
The Sub-fund has a carbon-reduction objective and uses a Climate Transition Benchmark to monitor the carbon profile of the Sub-fund. | specific |
The sustainable investments of the Sub-fund contribute to the sustainable investment objective of keeping the maximum global temperature rise below 2â—¦C by reducing the carbon footprint of its portfolio. | specific |
In selecting investments for the Fund, CRM is guided by The Calvert Principles for Responsible Investment, which provide a framework for considering environmental, social and governance (“ESGâ€) factors. | 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). | specific |
The Sub-fund follows the Solactive Paris Aware Global Aggregate Index as a reference index to meet the carbon footprint reduction objective of the Sub-fund. | specific |
Details: The sustainable investments in corporates are aligned with the OECD Guidelines for Multinational Enterprises and the UN Guiding Principles on Business and Human Rights via Robeco's Exclusion Policy. | specific |
The Sub-fund has a carbon-reduction objective and uses the Solactive Paris Aligned Global Corporate Index to monitor the carbon profile of the Sub-fund. | specific |
PROSPECTUS ROBECO CAPITAL GROWTH FUNDS 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 not have a specific environmental investment objective. | 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 60% sustainable investments, we do not commit to a minimum share of x% 100% | specific |
Investments #1Sustainable 90% Environmental 70% Taxonomy-aligned Other Social #2 Not sustainable 0-10% #1 Sustainable covers sustainable investments with environmental or social objectives. | specific |
Controversies, including, among other things, issues involving anti-competitive practices, toxic emissions and waste, and health and safety, occurring within the last three years lead to a deduction from the overall management score on each issue. | 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, while at the same time aiming to provide long term capital growth. | specific |
Via the ESG integration process, as part of the investment due diligence policies and procedures, the following PAIs are considered: - All indicators related to GHG emissions, as part of the required Climate Risk analysis (PAI 1-6, Table 1, PAI 4, Table 2) - Water and waste indicators (PAI 7-9, Table 1) 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 |
All issuers within the lowest quintile are removed from consideration for the Underlying Index, and the remainder are either weighted up or down based on which quintile they were scored in; with the best performers being weighted more heavily, and the remaining lower scoring issuers being weighted more lightly. | specific |
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) - Violations of the UN Global Compact Principles and Organisation for Economic Cooperation and Development (OECD) Guidelines for Multinational Enterprises (PAI 10, Table 1) - Activities negatively affecting biodiversity sensitive areas (PAI 7, Table 1). | specific |
The foregoing is implemented by mainly investing in companies that advance the following United Nations Sustainable Development Goals (UN SDGs): Zero hunger (SDG 2), Good health and wellbeing (SDG 3), and Clean water and sanitation (SDG 6). | specific |
The foregoing is implemented by mainly investing in companies that advance the following United Nations Sustainable Development Goals (UN SDGs): Affordable and clean energy goal (SDG 7), Decent work and economic growth (SDG 8), Industry, innovation and infrastructure (SDG 9), Sustainable cities and communities (SDG 11) and Climate action (SDG 13). | specific |
The investments in the category non-sustainable, estimated between 0-10%, are mostly in cash Taxonomy-aligned activities are expressed as a share of: - turnover reflecting the share of revenue from green activities of investee companies - capital expenditure (CapEx) showing the green investments made by investee companies, e.g. for a transition to a green economy. - operational expenditure (OpEx) reflecting green operational activities of investee companies. | specific |
Positive SDG scores (+1, +2, +3) are regarded as sustainable investments. | 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) - Violations of the UN Global Compact Principles and Organisation for Economic Cooperation and Development (OECD) Guidelines for Multinational Enterprises (PAI 10, Table 1). | specific |
The foregoing is implemented by mainly invested in companies that advance the following United Nations Sustainable Development Goals (UN SDGs): Good health and well-being (SDG 3), Industry, Innovation and infrastructure (SDG 9), Responsible consumption and production (SDG 12), Life below water (SDG 14) and Life on Land (SDG 15). | specific |
The Sub-fund pursues an objective of keeping the maximum global temperature rise below 2â—¦C by reducing the carbon footprint of its portfolio. | specific |
The foregoing is implemented by mainly investing in companies that advance the following United Nations Sustainable Development Goals (UN SDGs): Zero Hunger (SDG 2), Good health and well-being (SDG 3), Decent work and economic growth (SDG 8), Industry, innovation and infrastructure (SDG 9), Sustainable cities and communities (SDG 11) and Responsible consumption and production (SDG 12). | specific |
The Sub-fund follows the Solactive Paris Aware Global Aggregate Index as a reference index to meet the carbon footprint reduction objective of the Sub-fund and thereby keeping the maximum global temperature rise below 2°C. | specific |
In addition, the Index Provider follows a quarterly eligibility check whereby any current member of the Underlying Index that is found to be failing the above-described business activity criteria or UNGC eligibility criteria is removed by the Index Provider from the Underlying Index. | specific |
Via the applied normative and activity-based exclusions, the following PAIs are considered: - Exposure to companies active in the fossil fuel sector (PAI 4, 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) - Activities negatively affecting biodiversity-sensitive areas (PAI 7, Table 1). | specific |
linked with green and climate friendly assets or projects, the security will be upgraded one quintile from the quintile to which it originally was assigned. | specific |
After excluding the companies that do not meet the foregoing screens, the Index Provider populates the Underlying Index by selecting from the remaining companies in the S&P SmallCap 600 Index (the “Eligible Universeâ€). | specific |
Via the ESG integration process, as part of the investment due diligence policies and procedures, the following PAIs are considered: - All indicators related to GHG emissions, as part of the required Climate Risk analysis (PAI 1-6, Table 1, PAI 4, Table 2) - Water and waste indicators (PAI 7-9, Table 1) 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) | specific |
Yes, the Sub-fund uses the MSCI World Climate Change Index as a reference index to meet the carbon footprint reduction objective of the Sub-fund and thereby keeping the maximum global temperature rise well-below 2°C. | specific |
QI Global SDG & Climate Multi-Factor Credits is an actively managed fund that invests systematically in predominantly investment grade bonds of companies that advance the United Nations Sustainable Development Goals (SDGs) and contribute to maintaining the global temperature rise below 2°C. | specific |
The model recommends those remaining companies that exhibit the highest combined ESG Consensus Score and fundamental and technical factors, which are then weighted on a modified marketcapitalization basis. | specific |
Yes, the Sub-fund uses the MSCI All Country World Climate Paris Aligned Index as a reference index to meet the carbon footprint reduction objective of the Sub-fund and thereby keeping the maximum global temperature rise well-below 2°C. | specific |
The index uses data such as MSCI Climate Change Metrics, MSCI Climate Value-at-Risk, MSCI ESG Sustainable Impact Metrics, MSCI ESG Controversies and MSCI Business Involvement Screening Research) as of the end of the month, preceding the Index Reviews, for the rebalancing of the index. | specific |
QI Global SDG & Climate Multi-Factor Equities is an actively managed fund that invests in low-volatility stocks of companies globally that advance the United Nations Sustainable Development Goals (SDGs) and contribute to maintaining the global temperature rise below 2°C. | specific |
This means that amongst others, the reference index complies with those criteria set out in Article 12 of the EU Climate Transition Benchmarks, EU Paris-aligned Benchmarks and sustainability-related disclosures for benchmarks. | specific |
Objective The Sub-fund has as its sustainable investment objectives to advance the United Nations Sustainable Development Goals (UN SDGs) by investing in companies whose business models and operational practices are aligned with targets defined by the 17 UN SDGs, and to contribute to keeping the maximum global temperature rise well-below 2â—¦C by reducing the carbon footprint of the portfolio in line with the Solactive Paris Aligned Global Corporate Index. | specific |
Yes, the Sub-fund follows the Solactive Paris Aligned Global Corporate Index as a reference index to meet the carbon footprint reduction objective of the Sub-fund and thereby keeping the maximum global temperature rise well-below 2°C. | specific |
-investment, the following principal adverse impacts on sustainability factors are considered: As part of Country Sustainability ranking, used for The Sub-fundamental analysis of bonds, the following PAIs are considered: - Table 1, PAI 15 (GHG intensity) - Table 1, PAI 16 (Investee countries subject to social violations) | specific |
PROSPECTUS ROBECO CAPITAL GROWTH FUNDS o Via the application of the voting policy, the following PAIs are considered: - All indicators related to GHG emissions (PAI 1-6, Table 1) - Indicators in related to social and employee matters (PAI 10-13, Table 1; PAI 5-8, Table 3) | specific |
After excluding the above-described companies, the Index Provider the Index Provider populates the Underlying Index by selecting from the remaining companies in the S&P MidCap 400 Index (the “Eligible Universeâ€). | 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) - Violations of the UN Global Compact Principles and Organisation for Economic Cooperation and Development (OECD) Guidelines for Multinational Enterprises (PAI 10, Table 1) - Activities negatively affecting biodiversity sensitive areas (PAI 7, Table 1). | 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) 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 |
The Fund’s social evaluation factors focus on matters including any one or more of the following factors: economic impact, access to affordable healthcare and community health promotion, and access to education opportunities. | specific |
The Underlying Index is designed to achieve a target level of tracking relative to the MSCI ACWI Index (the “Parent Indexâ€) while minimizing carbon exposure. | specific |
The Sub-fund contributes to keeping the maximum global temperature rise well-below 2°C by reducing the carbon footprint of its global equity portfolio. | specific |
o Via the ESG integration process, as part of the investment due diligence policies and procedures, the following PAIs are considered: - 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) when relevant for the sector - Board gender diversity (PAI 13, Table 1) | specific |
The Sub-fund promotes driving a clear and measurable improvement in a company's contribution to the United Nations Sustainable Development Goals (SDGs) over three to five years by performing engagement. | specific |
In addition, 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 | specific |
o Via the ESG integration process, as part of the investment due diligence policies and procedures, the following PAIs are considered: - 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) | 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) Guidelines for Multinational Enterprises and is guided by these international treaties to assess the behavior. | specific |
The Sub-fund advances the United Nation's Sustainable Development Goals (SDGs) and the Sub-fund contributes to keeping the maximum global temperature rise well-below 2°C by reducing the carbon footprint of its equity portfolio directed to global markets. | 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) - Indicators in related to social and employee matters (PAI 10-13, Table 1; PAI 5-8, Table 3) | specific |
Details: The sustainable investments are aligned with the OECD Guidelines for Multinational Enterprises and the UN Guiding Principles on Business and Human Rights via both Robeco's Exclusion Policy as well as Robeco's SDG Framework. | specific |
o Via the ESG integration process, as part of the investment due diligence policies and procedures, the following PAIs are considered: - All indicators related to GHG emissions, as part of the required Climate Risk analysis (PAI 1-6, Table 1, PAI 4, Table 2) | specific |
The sustainable investments are aligned with the OECD Guidelines for Multinational Enterprises and the UN Guiding Principles on Business and Human Rights via Robeco's Exclusion Policy, Robeco's SDG Framework, and the methodology of the benchmark provider. | specific |
-investment, the following principal adverse impacts on sustainability factors are considered via the applied normative and activity-based exclusions: - Exposure to companies active in the fossil fuel sector (PAI 4, 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) - Activities negatively affecting biodiversity-sensitive areas (PAI 7, Table 1). | specific |
The sustainable investments are aligned with the OECD Guidelines for Multinational Enterprises and the UN Guiding Principles on Business and Human Rights via both Robeco's Exclusion Policy and Robeco's SDG Framework 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) Guidelines for Multinational Enterprises and is guided by these international treaties to assess the behavior of companies. | 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, 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 sole environmental investment objective. | specific |
In addition, companies that were initially excluded based on the Sector Criteria or for being incorporated in countries identified with high social risk may still be included in the Underlying Index if they have committed to setting “science-based†greenhouse gas emissions reduction targets by signing on to the Science Based Targets initiative (“SBTiâ€). | specific |