RobecoSAM is building up its trends and thematics division and firming up its partnership with Rotterdam-based Robeco, co-CEO Marius Dorfmeister has told Citywire Switzerland.
Dorfmeister said the increasing popularity of ESG strategies over the past two years has driven growth, particularly in trends, thematics and impact strategies.
He said: 'We are focusing more and more on the trends and sustainable thematics side. Over the past two years, we have seen significant momentum in this area.'
The trends and thematics arm is operated in conjunction with Robeco, with all strategies being combined onto one united platform. In total, the platform manages around CHF 10 billion.
Dorfmeister said: 'One of the significant changes we've made is the reinforcement of our co-operation with Robeco, for example in the thematic sector.
'By joining forces we've been able to take two big players in the trends and thematics field and make one even bigger player. This has paid off over the past couple of months, especially.'
Part of this co-operation has been hiring Mark van der Kroft, who is leading the trends and thematics team. He splits his time between Zurich and Rotterdam.
Mobility is one of the trends that RobecoSAM is watching, and the firm launched its own Smart Mobility fund in July. Dorfmeister also noted that its Sustainable Water fund has seen renewed interest as investors search for sustainable funds.
He added: 'We see – not only in Switzerland but also across the board – that people do not just care about returns. They also care about the future, the impact their assets are having and the footprint our generation will leave for the next.'