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Client Solutions case
Creating a multi-asset solution for climate risks
A leading insurer wanted to spread its investment risks by using a multi-asset approach while also mitigating climate risks and generating stable long-term returns.
Objectives
Find an investment solution that combines a multi-asset approach, climate risk mitigation and stable long-term returns.
Solution
Robeco was able to draw from an extensive toolkit of investment methods and strategies, led by its proprietary SDG Framework, to create a bespoke 60/40 portfolio. The equity strategies focused on net-zero, sustainable property and renewable energy opportunities, while the bond side focused on global climate bonds, green bonds and SDG high yield bonds.
Outcomes
The result was a mandate that can capture attractive returns, with an emphasis on risk management and systematic frameworks that can measure alignment with the SDGs related to the climate transition.
