Pension solutions

Pension plans worldwide must continuously innovate to deliver the best outcomes for their members. Each pension plan operates within its unique objectives, constraints, and regulatory frameworks. At Robeco, we specialize in crafting tailored solutions that transform client requirements into effective, viable investment solutions.

Client-driven partner

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.

Fixed income 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.

Equity solutions

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.

Learning from pension peers

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.

Sharing knowledge and securing futures

Client case

Customizing a fixed income replication solution

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.

Credit solutions for the climate transition

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.

Also read: Actively funding climate transition with buy-and-maintain (PDF)

Client-driven optimization

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.

Constant innovation

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.

Fly high with FALCON