Robeco, The Investments Engineers
blue circle
519033506-min.jpg

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.

Read more


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.

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


Credit solutions for the climate transition

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.

More about optimization solutions


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


Meet the team

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.


Let's keep the conversation going

Keep track of fast-moving events in sustainable and quantitative investing, trends and credits with our newsletters.

Don’t miss out
Robeco

Robeco aims to enable its clients to achieve their financial and sustainability goals by providing superior investment returns and solutions.

Important information This disclaimer applies to any documents and the verbal or written comments of any person in presentations or webinars on this website and taken together is referred to herein as the “Information”. The services to which the Information relate are NOT FOR RETAIL CLIENTS - The information contained in the Website is solely intended for professional investors, defined as investors which (1) qualify as professional clients within the meaning of the Markets in Financial Instruments Directive (MiFID), (2) have requested to be treated as professional clients within the meaning of the MiFID or (3) are authorized to receive such information under any other applicable laws and must not be relied or acted upon by any other persons. This Information does not constitute an offer to sell, or a solicitation of an offer to buy, any financial product, and may not be relied upon in connection with the purchase or sale of any financial product. You are cautioned against using this Information as the basis for making a decision to purchase any financial product. To the extent that you rely on the Information in connection with any investment decision, you do so at your own risk. The Information does not purport to be complete on any topic addressed. The Information may contain data or analysis prepared by third parties and no representation or warranty about the accuracy of such data or analysis is provided.
In all cases where historical performance is presented, please note that past performance is not a reliable indicator of future results and should not be relied upon as the basis for making an investment decision. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. Robeco Institutional Asset Management B.V. (“Robeco”) expressly prohibits any redistribution of the Information without the prior written consent of Robeco. The Information is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use is contrary to law, rule or regulation. Certain information contained in the Information includes calculations or figures that have been prepared internally and have not been audited or verified by a third party. Use of different methods for preparing, calculating or presenting information may lead to different results. Robeco Institutional Asset Management UK Limited (“RIAM UK”) is authorised and regulated by the Financial Conduct Authority. RIAM UK, 30 Fenchurch Street, Part Level 8, London EC3M 3BD (FCA Reference No:1007814). The company is registered in England and Wales under Ref No. 15362605.

In all cases where historical performance is presented, please note that past performance is not a reliable indicator of future results and should not be relied upon as the basis for making an investment decision. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. Robeco Institutional Asset Management B.V. (“Robeco”) expressly prohibits any redistribution of the Information without the prior written consent of Robeco. The Information is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use is contrary to law, rule or regulation. Certain information contained in the Information includes calculations or figures that have been prepared internally and have not been audited or verified by a third party. Use of different methods for preparing, calculating or presenting information may lead to different results. Robeco Institutional Asset Management B.V. is authorised as a manager of UCITS and AIFs by the Netherlands Authority for the Financial Markets and subject to limited regulation in the UK by the Financial Conduct Authority. Details about the extent of our regulation by the Financial Conduct Authority are available from us on request.

Warning - Fraudulent use of Robeco on websites and social media Read more