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.
Solutions for insurers
For insurers to optimize their portfolios, it is no longer enough to just look at regulatory and investment objectives. Today’s key requirements are climate and sustainability. Our solutions are designed to help invest sustainably while keeping an optimal risk/return profile. One size fits all? Not at all. We create innovative solutions to meet insurers’ distinct challenges.
Sustainable leader
Deep sustainable knowledge
Innovating sustainable investing
Every strategy backed by ESG
A pioneer in sustainable investing and ESG integration since the 1990s.
Client-driven partner
Providing investment strategy consulting
Unrivaled access to internal experts and IP
Deep knowledge of regulatory requirements
Our SI Center of Expertise combines investment, regulatory and research teams.
Advanced insurance solutions
Extensive credit experience
Customized solutions
Pioneer in quant
Customized solutions based on our extensive expertise.
Client-driven optimization
Customization is essential to optimize the strategy for an insurer. Our investment solutions are flexible so that we can adjust to even the most specific requirements regarding risk, return and regulatory considerations. Robeco’s insurance solutions team has ample experience managing fully tailored portfolios that are dedicated to optimizing outcomes.
Buy-and-Maintain: bespoke by default
Buy-and-maintain strategies can be ideal for meeting the unique regulatory and returns needs of an insurer. But while the approach is strategic, it is certainly not static. Each strategy is fully aligned with the client’s needs to ensure that while regulatory considerations for liabilities are always met, the need for stable and reliable returns on the asset side is not forgotten.
Unit-linked strategies
Robeco’s building blocks are also very suitable for unit-linked portfolios. Virtually all Robeco strategies can be classified as sustainable under Article 8 and 9 of the EU’s Sustainable Finance Disclosure Regulation (SFDR). These can be used to create sustainable multi-theme or multi-asset portfolios.
Meet our experts
Robeco’s insurance team has a range of disciplines, including actuarial, insurance and investment skills, along with expert market knowledge. The team is supported by a strong group that is part of 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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Remmert Koekkoek
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