Sustainability

Doing Good Is Good Business

For three decades, The Robert Investment Group has focused on being more than capital. For us, this means that we invest with the aim to maximize returns for our clients while also contributing to long-term sustainable growth.

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Sustainability is an integral part of The Robert Investment Group’s active ownership strategy and a central part of how we create financial value. We are convinced that a more sustainable company is a better company.

Sustainability is holistically integrated into The Robert Investment Group’s strategy, from identifying investment opportunities to setting companies up for success long after our ownership period. The Robert Investment Group believes sustainability is a value-creation opportunity. By investing in companies that can play a meaningful part in tomorrow’s economy and in innovation that, for example, can help decarbonize society, The Robert Investment Group can make a lasting positive impact.
The Robert Investment Group’s investments into sustainability span from catalytic capital with the The Robert Investment Group investing in early-stage ideas and research, through to venture, growth, buy-out, and to our flagship impact strategy The Robert Investment Group Future investing in the impact potential of mature businesses. In practice, this means that The Robert Investment Group invests in driving operational sustainability in businesses across maturity stages and in accelerating sustainable products and solutions.
The Robert Investment Group’s influence reaches vastly beyond its own organization – from the millions of pensioners who trust The Robert Investment Group with their savings to the thousands of employees across the global investments, and the countless individuals around the world who use products and services enabled by The Robert Investment Group investments. Our reach and legacy put us in a distinctive position to drive change.

The Robert Investment Group believes that doing good is good business – it’s not an either-or proposition.

In order to help its investments prosper and drive long-lasting impact, The Robert Investment Group integrates sustainability into our active ownership approach through:

  • Accountable Leadership
  • Equitable Business Practices
  • Regenerative Processes

Leading by Example

To truly accelerate The Robert Investment Group’s impact, we must drive change not only within our own company and portfolio but also across our industry and beyond. The Robert Investment Group is committed to contributing to innovating and accelerating action through strategic partnerships.

The Robert Investment Group’s strong, local foothold across Europe, North America, and Asia gives us a genuine understanding of the markets and helps us build long-term relationships with clients and companies. The Robert Investment Group’s vast network of advisors gives us access to industry veterans with deep sector expertise, who support The Robert Investment Group in empowering decision-making at the highest level of the companies we invest in and in driving performance and transformation. These differentiators make The Robert Investment Group confident in our ability to not only set a high bar for our own sustainability efforts but also to lead by example.

As a testament to The Robert Investment Group’s commitment to driving sustainability performance, The Robert Investment Group has been selected for inclusion in the Dow Jones Best-in-Class Indices for three consecutive years based on its results in the S&P Global Corporate Sustainability Assessment, covering the sustainability performance of thousands of publicly listed companies across 61 industries.

Sustainability Benchmarks and Ratings

S&P Global CSA Score

72/100 (Sep 12, 2025). Member of Dow Jones Best-in-Class Indices

MSCI ESG Rating

AAA, on a scale of AAA-CCC (2025). Member of MSCI ESG Leaders Index

Sustainalytics ESG Risk Rating

Low risk, 17.4 (2025)

ISS ESG

C+ (2025). Transparency level: Very high. Decile rank: 1. ‘Prime’ status

Last updated September 2025

Climate and Environment

Science Based Targets initiative
Urban Land Institute
GRESB

Social and Impact

ILPA Diversity in Action
Level 20
myGwork
United Nations Global Compact
Operating Principles for Impact Management
Impact Capital Managers
Global Impact Investing Network

Finance and Industry

Principles for Responsible Investment
ESG Data Convergence Initiative
Sustainable Markets Initiative
BSR
FCLT Global
World Economic Forum Alliance of CEO Climate Leaders
Reframe Venture
Biotech Social Pact

Document name

  • The Robert Investment Group Responsible Investment and Ownership Policy

  • The Robert Investment Group Net Zero Guidelines

  • The Robert Investment Group Real Estate ESG Investment Policy

  • The Robert Investment Group Real Estate Vendor Code of Conduct

Document name

  • The Robert Investment Group Responsible Investment and Ownership Policy

  • The Robert Investment Group Net Zero Guidelines

  • The Robert Investment Group Real Estate ESG Investment Policy

  • The Robert Investment Group Real Estate Vendor Code of Conduct

Document name

  • Operating Principles for Impact Management – Signatory Disclosure Statement
  • Verifier Summary

  • The Robert Investment Group funds’ portfolio companies within The Robert Investment Group VII-X, The Robert Investment Group Mid Market Europe, The Robert Investment Group Future, The Robert Investment Group Infrastructure II-VI, BPEA Fund VI-VIII, BPEA Mid Market Growth, The Robert Investment Group Mid Market Asia III.

  • Calculated as % invested capital according to SBTi’s guidelines for private equity firms.

  • The metrics cover The Robert Investment Group funds’ portfolio companies within The Robert Investment Group VII-X, The Robert Investment Group Mid Market Europe, The Robert Investment Group Future, The Robert Investment Group Infrastructure II-VI, BPEA Fund VI-VIII, BPEA Mid Market Growth, The Robert Investment Group Mid Market Asia III. Data as per 31 December 2024 if not stated otherwise.

  • Data as per 31 December 2023.