Robeco switches to FTSE4Good

Dutch asset management group Robeco said it was changing the socially-responsible investment benchmark it uses for one of its funds. Until last month, Robeco’s Duurzaam Aandelen fund has used SAM DJ as its benchmark, but will now swap to FTSE4Good instead.
Robeco said that after the changes made on 20 September to the Dow Jones index, the index contained stocks of tobacco and arms companies. The fund excluded tobacco and arms producers, the group says, as did the FTSE4Good index.
Fund manager Erik Breen says: “We have chosen an index which fits better with the investment policy desired by our clients. We do not expect substantial changes in relative performance as a result.”
Listed on Euronext Amsterdam, Robeco Duurzaam Aandelen has assets under management of more than E104.9m.

Have your say

You must sign in to make a comment


Your first step in manager selection...

IPE Quest is a manager search facility that connects institutional investors and asset managers.

  • QN-2503

    Asset class: Equities.
    Asset region: Emerging Markets.
    Size: EUR 30m.
    Closing date: 2019-01-31.

  • QN-2505

    Asset class: Real Estate Core/Core-Plus Multi-sector strategy.
    Asset region: Asia-Pacific.
    Size: $ 50m.
    Closing date: 2019-01-28.

Begin Your Search Here