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BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.

What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:

  • who holds an Australian Financial Services License

  • who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)

  • that is a body regulated by APRA other than a trustee of:
    (i) a superannuation fund;
    (ii) an approved deposit fund;
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme.
    within the meaning of the Superannuation Industry (Supervision) Act 1993

  • that is a body registered under the Financial Corporations Act 1974.

  • that is a trustee of:
    (i) a superannuation fund; or
    (ii) an approved deposit fund; or
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme
    within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.

  • that is a listed entity or a related body corporate of a listed entity

  • that is an exempt public authority

  • that is a body corporate, or an unincorporated body, that:
    (i) carries on a business of investment in financial products, interests in land or other investments; and
    (ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes.

  • that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.


I Disagree

22-12-2023 · Insight

Best of 2023: from Quantifying Sustainability to The Big Book of SI

As the year draws to a close, we’re thrilled to present Robeco’s most popular publications of 2023. Each of them is definitely worth another read during the holiday season.

1. Quantifying Sustainability

This book, published in March, provides a comprehensive overview of Robeco’s approach to sustainable investing. But it is not your typical asset management publication – it is a journey across countries and continents. It contains portraits of men and women dedicated to the cause of sustainable investing.

2. 8 things you should know about next-gen quant

This is our guide to next-generation quantitative investing. It covers topics such as alternative data, natural language processing, and sustainable alpha. It also delves into the nitty-gritty of building an innovative and robust next-gen quant program.

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3. The new Big Book of Sustainable Investing:

Five years after its initial launch, we have updated and revamped the industry’s leading (and award-winning) publication on sustainable investing. It covers topics such as climate change, biodiversity loss, social inequalities, and the UN SDGs. The book aims to help investors understand the latest trends and innovative SI solutions for mitigating risks, enhancing returns, and aligning portfolios with positive real-world progress.

4. Four ways credit investors can contribute to a more sustainable future

This publication highlights four methodologies that Robeco’s Credit teams use in issuer selection and portfolio construction to help direct capital for the well-being of society. A look inside reveals Robeco’s ESG integration methodology, the team’s latest innovations for decarbonizing credit portfolios, the application of Robeco’s SDG Framework, and their ESG bond screening policy.

5. Expected Returns 2024-2028

Robeco’s acclaimed flagship publication offers a comprehensive look at what investors can expect over the next five years for all major asset classes, along with macroeconomic predictions. The report includes a thorough analysis of valuations and three macroeconomic scenarios. It also covers how climate change will likely affect the future returns of asset classes.

And finally, please subscribe to ‘In tune with the markets’ on your favorite podcast platform. The podcast series keeps you up-to-date and in rhythm with the best from markets and music on a bi-weekly basis.

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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 website is prepared and issued in Australia by Robeco Hong Kong Limited (ARBN 156 512 659) (‘Robeco’) which is exempt from the requirement to hold an Australian financial services licence under the Corporations Act 2001 (Cth) pursuant to ASIC Class Order 03/1103. Robeco is regulated by the Securities and Futures Commission under the laws of Hong Kong and those laws may differ from Australian laws. The information on this web page is provided to you because Robeco reasonably believes that you are a "wholesale client" within the meaning of that term under section 761G(4) of the Corporations Act 2001 (Cth) ("Corporations Act") and not any other class of persons. This information is not an advertisement and is not intended to induce retail clients to acquire Robeco products. Retail clients who are interested in Robeco products should contact their financial adviser.