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.

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

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.