Investment Strategies
Robeco offers transparent investment strategies for all major investment categories. We provide customized solutions to fulfill the specific requirements of our institutional clients. In doing so, we rely on our thorough risk management, our strong research and more than eighty years of experience. The overview below lists our principal investment strategies.
- Active Quant
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Active Quant
Proven leader in quantitative investments
Robeco is a proven leader in quantitative investments, having run portfolios based solely on quant models since the 1990s by a department of experts with backgrounds in econometrics, mathematics, economics and physics. Quant models are developed and enhanced in close cooperation with our investment teams. Robeco currently manages over EUR 11.1 bn in quant strategies (As of 31 March 2011). - Emerging Markets Equity
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Emerging Markets Equity
Well balanced investment process
Robeco’s emerging markets equity strategies follow a disciplined, transparent investment process of top-down country analysis and bottom-up stock selection. A balanced set of performance drivers is used to generate alpha. Robeco’s multi-disciplined emerging markets team – with an average investment experience of over 11 years – manages over EUR 11.2 bn in emerging markets equities for a wide range of institutional clients including high-profile pension funds. - Sustainability
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Sustainability
Active sustainability policy
Robeco considers it highly important to play an active part in sustainability themes and market developments. In December 2006, Robeco acquired SAM, the recognized world leader in sustainability investment. SAM’s approach is based on the premise that sustainability trends impact company share prices. Such trends remain under-researched and allow SAM, with its proprietary methodology, to gain an information advantage over mainstream investment groups. - Fixed-income Full Discretion
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Fixed-income Full Discretion
Broad range of strategies
Robeco is a leading fixed-income asset manager in Europe, managing EUR 20.3 bn in fixed-income assets. Its active management of selected performance drivers and its consistent investment process aim at stable outperformance. A broad range of strategies and instruments enables portfolio managers to spread portfolio risk and to achieve stable, outperformance under any market.
- Private Equity Fund of Funds
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Private Equity Fund of Funds
Quality private equity fund-of-funds solutions
Robeco Private Equity was founded in 2000 as a professional provider of quality private equity fund-of-funds solutions for institutional and private clients around the world. Its products target top quality private equity funds, globally and across Europe, in each segment of the market: venture capital, mid market capital and large buyout funds. In addition to the mainstream private equity fund-of-funds, Robeco gained a strong position in the field of responsible and clean technology investments. - Managed Futures
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Managed Futures
Unique trading strategies consistently applied
Robeco-owned Transtrend is an asset manager purely focused on systematic medium-term trend-following trading strategies. In this capacity Transtrend ranks among the world’s leading asset managers in its class. Transtrend has attained this position by the consistent application over many years of trading strategies developed in-house. The strategies are modeled as trading systems, which have proven to be successful over the years. Transtrend’s assets under management amount to approximately EUR 7.4 billion through 31 March 2011, including notional funds). - Value Equity
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Value Equity
Looking beyond traditional value
Robeco's value equity strategies are managed by Robeco Boston Partners who believe that undervalued stocks can be identified by blending our quantitative process with in-depth fundamental research. Their process is highly disciplined, repeatable and consistent. Boston Partners’ broad definition of value is opportunistic, looking beyond traditional value characteristics, such as low price/earnings and price/book, to include analysis of business fundamentals, earnings momentum and growth prospects. Their product offering spans the market capitalization spectrum, including large cap, large cap focused, mid cap, small cap, small/mid cap, all cap, 130/30 large cap, long/short, global, international and international small cap value. - Thematic equity investments
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Thematic equity investments
Pure, focused theme investments
Robeco’s theme strategies offer investments with a pure focus on specific themes. They follow a disciplined, transparent investment process of top-down theme identification and bottom-up stock selection. A balanced set of performance drivers is used to generate alpha. Robeco’s dedicated thematic investments teams – with an average investment experience of 15 years - manage EUR 1.6 billion (as at March 31, 2011). Goal is to outperform the broad global equity market over a 3-5 year investment horizon.
- Other strategies
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Other strategies
Next to our key investment strategies, we offer our clients a range of other investments, including:
- Global Equity
- Asia-Pacific Equity
- Dutch Equity
- Single Strategy Hedge Fund
Structuring
Robeco also provides tailor-made structured products, in terms of currency, redemptions, maturity, issue price, denomination and other features, on all our investment strategies.
Overlays
To add further value to your portfolio, Robeco offers several overlay strategies such as: Socially Responsible Investing (SRI) overlays, currency overlays and inflation swap overlays.
For more information on these investment strategies, please contact us.