Client Solutions 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.
![568885597-min.jpg](https://images.ctfassets.net/tl4x668xzide/1fIdCYt86xorGfvmq6KqJ7/601c4f890bd8c6dd7389b20302f1ecfd/568885597-min.jpg?fit=fill&w=967&h=640&f=center&fm=webp)
How to attract younger investors to our ILP platform without compromising performance?
![Objectives](https://images.ctfassets.net/tl4x668xzide/5TVgZTfsCdots723BntWaF/0c8943471631ec2a34fee00dad8bed91/icon-blue-triangle-cone.png?fit=fill&w=240&h=240&f=center&fm=webp)
Objectives
Return: maximize on Sharpe ratio – with sustainable themes while not underperforming market
Beta: targeting a beta of 1 against the benchmark
Fund limit: maximum exposure 19% to be UCITS compliant
![Solution](https://images.ctfassets.net/tl4x668xzide/64WH8Zpg1uI1jnP3ofrlkz/80334f1af18509f4f0e9435576940638/icon-blue-2circles.png?fit=fill&w=240&h=240&f=center&fm=webp)
Solution
The solution was to combine six of Robeco's specialist sustainable strategies that achieved all these objectives. The multi-thematic offering included all three strategies in the renewable energy-related 'Smart' range – Smart Energy, Smart Mobility and Smart Materials – along with the Circular Economy, Sustainable Water and Sustainable Healthy Living strategies.
![Our flagship thematic coverage](https://images.ctfassets.net/tl4x668xzide/3jyZE3IHMhF9MvsUgY4l0c/1e9553d06573c30dc135bc836970ae6d/sustainable-multi-thematic-investing.png?fit=fill&w=950&h=384&f=center&fm=webp)
![Outcomes](https://images.ctfassets.net/tl4x668xzide/RiUAcKe1PCd2AiNy75nGd/6bf13033695d58d02650e3ab5b13c032/icon-blue-half-circle.png?fit=fill&w=240&h=240&f=center&fm=webp)
Outcomes
The portfolio has outperformed the benchmark in terms of annualized returns and it also has a favorable risk-adjusted returns with a higher Sharpe ratio against benchmark.