Disclaimer
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 1993that 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.
Client solutions
The sum of the parts can be greater than the whole. At Robeco, we use our wide range of investment knowledge to create custom sustainable solutions for our clients. Here’s how we find answers to your investment challenges.
billion EUR AuM in customized mandates (December 2023)
of fund AuM invested with SFDR Art. 8 or Art. 9 funds (November 2023)
in sustainable investing in the ShareAction report
Why customize with Robeco?
There are five reasons to build a customized solution with us. With our breadth of investment styles, expertise in liability matching and asset allocation, and our commitment to integrated sustainability, we are well-equipped to meet your needs.
Breadth of solutions
Sustainability as a standard
Strategic and tactical asset allocation
Dedicated Buy & Maintain and LDI capability
Optimization tools for optimal outcomes
Building blocks
Modern investing is a complex process. For us, it begins with a deep commitment to both top-down and bottom-up research. Securities analysis based on in depth research and decades of portfolio manager experience forms the base of the investment process. We then integrate sustainability, including net-zero targets, and applying different techniques to find the best security. Only then can we build the right solution.
Client cases
We strongly believe in the ‘customer is king’ principle, which is why we offer custom investment solutions to client needs. Below are examples from each of our capabilities.
Meet the team
Our Global Client and Sustainable Investing Solutions team helps clients on a range of disciplines, including actuarial, insurance, pensions, and investment skills, along with expert market knowledge. Our customized solutions are managed by the Sustainable Multi Asset Solutions team consisting of 14 portfolio managers and researchers, providing clients with bespoke outcome-oriented solutions to achieve their financial and sustainability goals, both in an asset-only and asset-liability matching context. Both teams are supported by our Sustainable Investing Center of Expertise, with more than 50 professionals. They include climate specialists, SI researchers, active ownership specialists, and data scientists.
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Lukas Steyn
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Remmert Koekkoek
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Colin Graham
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Jonathan Arthur
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Would you like to get in touch?
If you have any questions, or would like to arrange a meeting, please reach out to us.
