RobecoSAM, an investment specialist that has focused exclusively on Sustainability Investing (SI) for over 22 years, has been appointed as the sub-advisor to hat Daiwa SB Investments’ new Daiwa SBI Global Electric Vehicle Revolution strategy.
Daiwa Securities Co is the distribution intermediary for the strategy, which is currently available to Japan-domiciled investors. The strategy was launched on 24 January 2018, and as of 27 March 2018, had over JPY143 billion (USD1.4 billion) in assets.
The strategy invests globally in companies that benefit from the emerging electric vehicles (EV) revolution, focusing on four main investment clusters: EV component suppliers, EV car manufacturers & subsystem suppliers, electrical grid & charging infrastructure, and connectivity & autonomous driving. In addition to a thorough definition of the investment clusters and their investable universes, financially material ESG aspects are also taken into account on a company level, enhancing the traditional financial valuation.
Kazuhiro Horie, General Manager, Product Planning & Strategy, Investment Management Division, Daiwa SBI, says: “We have identified an extremely attractive investment theme and have selected RobecoSAM as the sub-advisor best positioned to manage the strategy. We have entrusted RobecoSAM with this mandate because of its credibility, focus, and successful track record in Sustainability Investing and in managing resource efficiency-themed strategies.”
Aris Prepoudis, CEO, RobecoSAM: “We are extremely honoured that Daiwa SBI has entrusted us to be the sub-advisor for their newly launched Daiwa SBI Global Electric Vehicle Revolution strategy. Daiwa SBI’s clients will benefit from RobecoSAM’s collective thematic investing expertise, gained over more than 22 years, to identify and invest in companies that provide solutions to some of the worlds’ greatest challenges. E-mobility has become an irreversible long-term trend and growth driver. Thanks to our thematic investment track record and expertise in SI, we look forward to capturing these opportunities for the benefit of Daiwa SBI and its clients.”