Robeco wins Asian Equities mandate

Robeco wins Asian Equities mandate

03-08-2017 | Press release

Robeco has been awarded an Asian Equities mandate from Russell Investments for its high-conviction, unconstrained, ESG-integrated strategy. The mandate will be managed by the Robeco Asia-Pacific Equities investment team.

“We are thrilled that Russell Investments has chosen Robeco for our highly-rated fundamental Asian Stars strategy. Robeco has a long history of investing in emerging markets and Asian equities dating back to the early 1930s, and our wide range of global and regional EM equity strategies build upon the vast experience we’ve gained over the decades,” said Stephen Dennis, Head of Robeco Australia.

“Russell Investments have been researching and hiring some of the world’s leading third-party money managers for more than 45 years and we hold more than two thousand meetings each year to evaluate investment manager products around the globe,” said Mr Symon Parish, Chief Investment Officer for Russell Investments in Australasia. “Robeco has been added to the manager line-up of our Russell Investments’ Asia-Pacific equities fund*, with a view to providing excess returns through its fundamental value-oriented approach.”

The Robeco Asia-Pacific Equities investment team based in Hong Kong manages approximately AUD 8.6 billion (end Q2 2017) in five strategies: Asia Pacific equities, Asia ex-Japan equities, Chinese equities, Chinese A-share equities and Indian equities.

Last year, the company received a Wholly Foreign-Owned Enterprise (WFOE) license and was granted an RQFII quota in China. Furthermore, Robeco strengthened its regional presence with analysts based in the Shanghai office to expand coverage of the Chinese A-share market, enabling investors to capture the tremendous investment opportunities and growing potential of China’s economy and markets.

*RIC plc Russell Investments Asia Pacific Ex Japan Fund

Subjects related to this article are:



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