Robeco, The Investments Engineers

Client-driven customization for optimal results

Robeco offers insurers and pension funds highly customized client-driven solutions. These portfolios are optimized based on client-specific objectives regarding four main considerations:



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We have a long track record in managing customized portfolios based on client specific investment and regulatory considerations. Our offering includes solutions in the LDI, cash flow-matching, buy & maintain credit and multi-asset spaces, among others.

Phase 1: Understand the client

Phase 1: Understand the client

To design customized solutions, we first make sure we understand our clients and their specific objectives. The optimal portfolio depends on their specific needs in terms of objectives, requirements and regulation. Our portfolio managers spend significant time on the design phase, focusing on the actual purpose of the investment, such as cash flow matching, protecting the solvency ratio or accumulating wealth.

Client setting: identifying optimization targets, liability considerations and specific requirements
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Phase 2: Design the optimal portfolio

Phase 2: Design the optimal portfolio

Our dedicated Insurance & Pension Solutions team has all the experience, tools and Robeco wide resources needed to design and manage optimal and highly customized client solutions.

This team is fully dedicated to translating clients’ investment objectives into customized investment solutions. Regulatory efficiency and strategic risk and return analysis are key features of our offering. Whenever necessary, we can adjust our models to our clients’ specific matching adjustment needs, internal models and the Solvency 2 capital requirements. In addition, we can make specific ESG goals, pursued by a client, part of the optimization objective. This is done by integrating ESG and SDG assessments. Robeco is a sustainability leader with an A+ score in PRI assessment, which gives us the knowledge and knowhow to optimally integrate sustainability factors in your portfolio.

The portfolio managers have the necessary resources to optimally and flexibly design and manage portfolios
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Phase 3: Management

Phase 3: Management

After the design phase, the portfolio is managed with a strong focus on risk management. We make sure that every investment decision is consistent with the client’s objectives and beliefs. We consider close communication with the client as a key factor of success.

Clear periodic reporting and direct access to portfolio managers on portfolio positions, markets, regulation and research are an integral part of the service we provide. Our specialists proactively share insights and respond thoroughly and swiftly to specific requests from insurance and pension clients.

Case: Cash flow matching process

Our cash flow matching investment process optimizes allocation across fixed income asset classes. Eligible asset classes and instruments are defined by the client. Certain allocations are predefined, which leads to a ‘residual’ cash flow optimization target. The risk budget is then optimally allocated to the various risk ‘segments’ across asset classes, ratings and tenors.

Strategic allocation: example cash flow matching across asset classes

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Robeco aims to enable its clients to achieve their financial and sustainability goals by providing superior investment returns and solutions.

Important information This disclaimer applies to any documents and the verbal or written comments of any person in presentations or webinars on this website and taken together is referred to herein as the “Information”. The services to which the Information relate are NOT FOR RETAIL CLIENTS - The information contained in the Website is solely intended for professional investors, defined as investors which (1) qualify as professional clients within the meaning of the Markets in Financial Instruments Directive (MiFID), (2) have requested to be treated as professional clients within the meaning of the MiFID or (3) are authorized to receive such information under any other applicable laws and must not be relied or acted upon by any other persons. This Information does not constitute an offer to sell, or a solicitation of an offer to buy, any financial product, and may not be relied upon in connection with the purchase or sale of any financial product. You are cautioned against using this Information as the basis for making a decision to purchase any financial product. To the extent that you rely on the Information in connection with any investment decision, you do so at your own risk. The Information does not purport to be complete on any topic addressed. The Information may contain data or analysis prepared by third parties and no representation or warranty about the accuracy of such data or analysis is provided.
In all cases where historical performance is presented, please note that past performance is not a reliable indicator of future results and should not be relied upon as the basis for making an investment decision. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. Robeco Institutional Asset Management B.V. (“Robeco”) expressly prohibits any redistribution of the Information without the prior written consent of Robeco. The Information is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use is contrary to law, rule or regulation. Certain information contained in the Information includes calculations or figures that have been prepared internally and have not been audited or verified by a third party. Use of different methods for preparing, calculating or presenting information may lead to different results. Robeco Institutional Asset Management UK Limited (“RIAM UK”) is authorised and regulated by the Financial Conduct Authority. RIAM UK, 30 Fenchurch Street, Part Level 8, London EC3M 3BD (FCA Reference No:1007814). The company is registered in England and Wales under Ref No. 15362605.

In all cases where historical performance is presented, please note that past performance is not a reliable indicator of future results and should not be relied upon as the basis for making an investment decision. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. Robeco Institutional Asset Management B.V. (“Robeco”) expressly prohibits any redistribution of the Information without the prior written consent of Robeco. The Information is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use is contrary to law, rule or regulation. Certain information contained in the Information includes calculations or figures that have been prepared internally and have not been audited or verified by a third party. Use of different methods for preparing, calculating or presenting information may lead to different results. Robeco Institutional Asset Management B.V. is authorised as a manager of UCITS and AIFs by the Netherlands Authority for the Financial Markets and subject to limited regulation in the UK by the Financial Conduct Authority. Details about the extent of our regulation by the Financial Conduct Authority are available from us on request.