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 1993
  • that 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.
I Disagree

Insights

Best economic links of the web
Best economic links of the web

Interesting chart on the Great Recession

15-12-2017
Graph of the week
Graph of the week
Help, a falling line!
15-12-2017 | Insight
Next time, ask your fund manager what kind of car they drive
Next time, ask your fund manager what kind of car they drive
Tell me what car you drive and I will tell you who you are.
13-12-2017 | From the field
Avoiding a hard Brexit tops the EU agenda
Avoiding a hard Brexit tops the EU agenda
Avoiding a hard Brexit remains the main priority as EU leaders meet to discuss progress, says Robeco’s Chief Economist Léon Cornelissen.
13-12-2017 | Insight
Academic research absolutely supports smart beta
Academic research absolutely supports smart beta
For over four decades, Burton Malkiel has advocated for broad passive exposure to financial markets.
11-12-2017 | Interview
Are we heading for a bear market?
Are we heading for a bear market?
A series of seemingly unstoppable stock market highs has left investors wondering if a correction is coming.
08-12-2017 | Monthly outlook
Understand how factor premiums impact performance
Understand how factor premiums impact performance
Discover more
Robeco Quarterly December 2017
Robeco Quarterly December 2017
The sixth edition of Robeco Quarterly – our quant, sustainability and research magazine – is published.
06-12-2017 | Insight
Impact investing and Sustainable Development Goals
Impact investing and Sustainable Development Goals
If you are in (sustainability) investing and you have not yet heard of the Sustainable Development Goals (SDGs), you probably have taken a sabbatical for the last year and a half.
05-12-2017 | Column
Emerging market equity data help dynamic duration management
Emerging market equity data help dynamic duration management
Expectations for the fundamental drivers of bonds can be derived from financial market information.
05-12-2017 | Insight
The research culture is crucial for the success of an asset manager
The research culture is crucial for the success of an asset manager
Data mining is a threat to empirical research.
04-12-2017 | Interview
China on-site: property bubbles and internet growth
China on-site: property bubbles and internet growth
In our bi-monthly publication on China we discuss a key concern and a key opportunity.
01-12-2017 | Insight
Factor challenges: preparing for implementation
Factor challenges: preparing for implementation
How should I prepare for the implementation of a factor-based strategy?
28-11-2017 | Factor investing challenges
Expected Returns 2018-2022
Expected Returns 2018-2022
Read more
Behold the wind turbine as big as the Shard
Behold the wind turbine as big as the Shard
Wind turbines have come a long way since the first windmills centuries ago – with the next generation among Europe’s tallest structures.
23-11-2017 | Stunning statistics
Institutional asset managers add value... by using factors
Institutional asset managers add value... by using factors
Are factors the future of active asset management?
22-11-2017 | From the field
How will carmakers deal with the end of diesel?
How will carmakers deal with the end of diesel?
High NOx emissions and diesel gates are precipitating the end of the diesel era.
16-11-2017 | Insight
What constitutes a quality board?
What constitutes a quality board?
How to assess what’s happening behind closed doors?
14-11-2017 | Insight
Full 2018 Outlook 'Playing in Extra Time'
Full 2018 Outlook 'Playing in Extra Time'
After eight positive years, investors have to pose the question: how long will the party last?
09-11-2017 | Yearly outlook
Playing in extra time
Playing in extra time
The market rally seems to be never-ending – but the whistle may be about to be blown on this high-scoring game.
09-11-2017 | Yearly outlook
Will QT hurt?
Will QT hurt?
Equity rallies that have moved into ‘extra time’ could result in penalties with the dawn of quantitative tightening.
09-11-2017 | Yearly outlook
Rising risks, falling spreads
Rising risks, falling spreads
The credit markets are starting to look like a driver who puts the pedal to the metal when passing a sign warning of a slippery road ahead.
09-11-2017 | Yearly outlook
Bonds are not as safe as previously assumed
Bonds are not as safe as previously assumed
Bonds may not be as safe as previously assumed, despite some highly flattering data in their favor.
09-11-2017 | Yearly outlook
The winner takes all!
The winner takes all!
The growth of online companies that now dominate markets may be creating a ‘winner-takes-all’ principle, creating a worrying trend.
09-11-2017 | Yearly outlook
Does underinvestment threaten growth?
Does underinvestment threaten growth?
The notion that investments by the private sector are lacking is popular nowadays – but things may not be as bad as they seem.
09-11-2017 | Yearly outlook
Are the reports on the death of inflation highly exaggerated?
Are the reports on the death of inflation highly exaggerated?
Inflation in developed economies remains low, but it’s still too early to consign it to history.
09-11-2017 | Yearly outlook
China continues to kick the can further down the road
China continues to kick the can further down the road
China is doing extremely well, but it’s high economic growth is coming at a price.
09-11-2017 | Yearly outlook
Brexit negotiations will go to the brink
Brexit negotiations will go to the brink
The Brexit saga continues, but the UK surely cannot want to crash out of the EU empty-handed.
09-11-2017 | Yearly outlook
The Eurozone is outperforming the US
The Eurozone is outperforming the US
It may come as a surprise, but the once-troubled Eurozone is now doing better than the US.
09-11-2017 | Yearly outlook
Risks to US growth in 2018 are on the upside
Risks to US growth in 2018 are on the upside
The US economy is doing fine at the moment, but the risks to growth in 2018 are on the upside.
09-11-2017 | Yearly outlook
Robeco Multi-Factor Indices: a new investment reality
Robeco Multi-Factor Indices: a new investment reality
Client appetite is really increasing for factor indices, and we think this is the future of active management.
02-11-2017 | Video
China on-site: debt concerns and consumption upgrades
China on-site: debt concerns and consumption upgrades
This new bi-monthly publication discusses both a key concern and a key opportunity in China.
01-11-2017 | Insight