Robeco

In our latest white paper, my colleague Daniela da Costa Bulthuis, MSc. , and I explore how Stationary Energy Storage Systems (ESS) are reshaping global energy value chains and why emerging markets are uniquely positioned to benefit from this structural growth trend. Driven by accelerating electricity demand from AI and data centers, grid congestion, energy security concerns, and the growing need for renewable energy integration, ESS is increasingly evolving into critical infrastructure rather than a niche clean-tech theme. The paper also highlights how Robeco ’s Emerging Markets Climate Transition (EMCT) strategy is positioned to capture opportunities across the ESS ecosystem, spanning critical minerals, battery manufacturing, power electronics, grid infrastructure, and system integration. https://lnkd.in/gDti-5Jd

Energy storage is emerging as a critical enabler of the energy transition and a growing opportunity for emerging market companies. Farahnaz Pashaei Kamali, PhD and Daniela da Costa Bulthuis, MSc. share their insights in this relevant Robeco article and report. https://lnkd.in/eTHXF_iw

🚀 We’re hiring! We are looking for an experienced Senior Analytics Engineer to join our Reporting Services team at Robeco in Rotterdam! In this role, you’ll help strengthen and modernize our analytics and reporting landscape, translating complex business and regulatory requirements into robust, reusable data models at a global asset manager. What our team is like: 🤝 Collaborative and innovative 🌍 Close collaboration between business and IT in an international setting 📈 Strong focus on data quality, scalability, and continuous improvement 🏢 Hybrid working from our Rotterdam HQ (3 days office / 2 days remote) What we’re looking for: ✅ Strong hands‑on experience in data engineering ✅ Extensive knowledge of Azure data services and Snowflake / dbt (MuleSoft is a plus) ✅ Proactive, ownership‑driven, and passionate about quality ✅ Experience in coaching and mentoring colleagues Apply here: https://lnkd.in/eiQptrCR Feel free to send me a message if you’d like to know more! #Hiring #AnalyticsEngineering #Data #Reporting #Careers #Robeco #Rotterdam

A trophy named Fofi... Last week, the Frontiers of Factor Investing Conference was back in style and in person at Lancaster University Management School . We enjoyed an amazing line-up of speakers on every aspect of factor investing, including classic asset pricing, risk management, machine learning or climate finance. The conference was framed by five excellent keynote talks from Svetlana Bryzgalova ( London Business School ), Álvaro Cartea ( University of Oxford ), Matthias Hanauer ( Robeco ), Semyon Malamud ( EPFL ), and Andrew Patton ( Duke University ). Thank you for sharing your unique insights! We enjoyed many excellent paper and poster presentations, and I like to thank and celebrate all contributors. In particular, join me in congratulating our three best paper prize winners: 🏆 Stefan Voigt from the University of Copenhagen (Københavns Universitet) was awarded the Invesco Factor Investing Prize for his paper “Uncertainty Everywhere: Integrating Conceptual Uncertainty in the Stochastic Discount Factor”. 💡 Thomas Gruenthaler from Tilburg University won the Quoniam Asset Management Innovation in Data-Driven Investing Prize for the paper “A Credit-Risk Explanation for Momentum”. 🌳 Niels Strange Grønborg was awarded the Robeco Sustainable Investing Prize for his paper “Carbon Tilts and Factor Returns”. 🐮 But the most valuable trophy went straight to the one and only Teresa Aldren : a trophy named Fofi, a.k.a. the most colorful cow in the Lake District. Thanks a lot, Teresa, for pulling this conference off one more time! Hard to imagine that this was your last one. If you are eager to learn about the wonderful home that Teresa has provided for cow FoFI 🐮, do check the photo reel. Also providing some conference impressions here so that you can already look forward to the next edition 😊 Organising committee: Mykola Babiak, Ph.D. , David Happersberger , Olga Kolokolova , Harald Lohre , Ingmar Nolte, Sandra Nolte , Vikas Raman , Carsten Rother , Mark Shackleton , Maximilian Stroh, Laurens Swinkels , George Jiaguo Wang, Chelsea Yao #factorinvesting #quantitativefinance #sustainability #climatefinance #esg #ML #NLP #assetpricing #financialeconometrics