We build customized solutions for specific needs
Close client collaboration from the outset
Deep expertise in growing regulatory requirements
You talk, we listen: together we co-create tailored solutions.
Experts in credits and buy-and-maintain strategies
Tailored for sectors, geographies and instrument types
Full sustainability integration across the spectrum
Our portfolios benefit from proprietary, industry-leading tools.
Best practices globally using industry-leading tools
3D solutions that embrace the climate transition
‘Quantamental’ – mixing quant and fundamental equity
3D investing considers risk, returns and sustainability factors in portfolio construction.
Nearly all of our innovative pension solutions stem from collaborative work with clients. Our case studies highlight the importance of learning from peers, especially where pension plans are taking the lead on important topics. These case studies demonstrate how the more sophisticated and well-resourced pension plans globally are solving their own challenges, especially when it comes to sustainable investing.
We collaborated with a European pension plan to customize a fixed income solution with their specific investment and sustainability objectives. To avoid the limitations of traditional passive fixed income strategies, we focused on credit quality and low turnover to increase cost efficiency. The final solution was a low tracking error credit portfolio that aligns with benchmark returns, while improving on risk.
Fixed income expertise can be combined with net zero goals to create bespoke portfolios of corporate bonds or Buy and Maintain strategies. They score highly on Robeco’s proprietary Climate Traffic Light assessment of alignment with the Paris Agreement, and with a low tracking error.
Customization is essential to optimize the strategy for a pension plan. Our investment solutions are flexible so that we can adjust to even the most specific requirements regarding risk, return and regulatory considerations. Robeco’s Investment Solutions team has ample experience managing fully tailored portfolios that are dedicated to optimizing outcomes.
As the pioneer of many investment tools, such as FALCON in the fixed income spectrum, Robeco has been at the forefront of innovation for decades. We tailor each investment solution to ensure that we meet each client’s distinct challenges and investment objectives, generating stable alpha through active asset allocation and security selection.
Our Investment Solutions team can help you with a range of disciplines, including insurance investment skills, backed by expert market knowledge. Our tailored solutions are managed by the Investment Solutions team consisting of 17 portfolio managers, researchers and client solutions experts, supported by more than 200 investment professionals.
