Investment Solutions case

Targeting a younger audience with multi-thematic offering

An Asian client wanted to create a multi-thematic fund that focused on sustainability trends without compromising on returns. Their objective included maintaining a beta of 1 and maximize its Sharpe ratio – the performance of an investment compared to a risk-free asset such as cash.


How to attract younger investors to our ILP platform without compromising performance?


  • Objectives

    • Return: maximize on Sharpe ratio – with sustainable themes while not underperforming market

    • Beta: targeting a beta of 1 against the benchmark

    • Fund limit: maximum exposure 19% to be UCITS compliant


  • Solution

    The solution was to combine six of Robeco's specialist sustainable strategies that achieved all these objectives. The multi-thematic offering included all three strategies in the renewable energy-related 'Smart' range – Smart Energy, Smart Mobility and Smart Materials – along with the Circular Economy, Sustainable Water and Healthy Living strategies.


  • Outcomes

    The portfolio has outperformed the benchmark in terms of annualized returns and it also has a favorable risk-adjusted returns with a higher Sharpe ratio against benchmark.

    Past performance is no guarantee of future results. The value of the investments may fluctuate. Annualized (for periods longer than one year).

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Robeco is an international asset manager offering an extensive range of active investments, from equities to bonds.

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