Robeco, The Investments Engineers
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Solutions for wealth managers

Wealth managers are under constant pressure to innovate the investments available to their clients and networks. Using insights from our global client base and our vast range of investment strategies, Robeco can identify opportunities and capture changing end-client needs, amid evolving market dynamics across multi-asset, equity and fixed income.  


Multi-asset

  • Step-in solutions from low to higher risk

  • Highly diversified and flexible strategies

  • Target-dated retirement solutions


The multi-asset team constructs portfolios based on a wide investment universe.


Equity

  • Risk-optimized multi-thematic solutions

  • 3D solutions focused on climate transition

  • ‘Quantamental’: mixing quant and fundamental


We take a holistic view on fundamental, quant and thematic equity investing.


Fixed income

  • Fixed maturity (3+ year) portfolios

  • Balancing risk, return and sustainability

  • Investing across sectors, geographies and instruments


Our portfolios benefit from our government and corporate bond teams’ expertise.


Multi-asset strategies

A multi-asset strategy offers the best of all worlds, as we can build a ready-made, diversified portfolio of equities, corporate and government bonds – plus some alternative assets such as gold if desired – in one go. Robeco has a bespoke multi-asset team with decades of experience and getting the right mix to suit all risk appetites.

The best of all worlds Monthly outlook


Credit solutions for the climate transition

Fixed income expertise can be combined with net zero goals to create bespoke portfolios of corporate bonds. They score highly on Robeco’s proprietary Climate Traffic Light assessment of alignment with the Paris Agreement, and with a low tracking error.

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Credit solutions for the climate transition

Sustainable strategies

We use proprietary tools such as the SDG Framework and Climate Traffic Light to create portfolios that can meet our clients’ specific sustainability objectives. This 3D approach allows us to focus on risk, returns and sustainability, while achieving client goals such as lowering the carbon footprint or aligning with net-zero goals.

Crafting solutions


Sustainable strategies

Client 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.

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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.

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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.

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