Stable alpha after costs with a low tracking error

Applying factors to provide an alternative to passive equity strategies

For investors interested in factor investing but reluctant to endure potential temporary underperformance, our Enhanced Index offering provides a solution. This book of interviews with renowned experts explains how factors help improve the risk-return profile of a portfolio.

Download the book


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Advantages of Enhanced Indexing

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Passive investing has several advantages, such as efficient exposure to the market premium, predictable risk-return characteristics and low fees. Since 2004 our enhanced indexing strategies offer all the advantages of traditional passive investing, but strive to generate better returns than passive vehicles after costs, and integrate sustainability criteria as well as the latest academic research.


2004

start of successful track record

>33bn

EUR assets in funds and mandates

20years

of tailor-made experience

*Please note that these figures apply to our Enhanced Indexing Equities strategies

Sustainable Enhanced Indexing

  • Excludes sustainability laggards

  • Integrates ESG in company selection

  • Aims to achieve significantly lower ESG risk rating relative to the benchmark

  • Targets substantially lower environmental footprints in three ways: carbon emissions, waste generation and water usage


Tailored solutions for specific needs

We can adapt to individual needs in terms of investable universe, risk-return profile and sustainability.

Read the article


Wilma de Groot - Head of Core Quant Equities, Head of Factor Investing Equities and Deputy Head of Quant Equity

Wilma de Groot
Head of Core Quant Equities, Head of Factor Investing Equities and Deputy Head of Quant Equity

Enhanced Indexing is a proven alternative to passive investing as it combines the benefits of this popular investment style with improved returns and sustainability

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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.

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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.