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Buy-and-maintain credit: Creating bespoke solutions for cash flow driven investors

Buy-and-maintain credit: Creating bespoke solutions for cash flow driven investors

19-11-2019 | Insight

The buy-and-maintain investment style is ideally suited to creating a portfolio that can deliver such precisely defined investment outcomes. It is based on the principle that the unique situation of the client – rather than a benchmark – is the basis for investment decisions. We describe the Robeco approach to buy and maintain.

  • Remmert Koekkoek
    Remmert
    Koekkoek
    Head of Insurance and Pension Solutions
  • Jan Willem de Moor
    Jan Willem
    de Moor
    Senior Portfolio Manager Credit
  • Yvo Schoemaker
    Yvo
    Schoemaker
    Portfolio Manager

Speed read

  • Driven by the unique situation of the client, not by a benchmark 
  • Targets long-term capital preservation, with low turnover and costs 
  • Easily customized to allow for regulatory and capital requirements 

The buy-and-maintain investment style is ideally suited to creating a portfolio that can deliver precisely defined investment outcomes. It is based on the principle that the unique situation of the client – rather than a benchmark – is the basis for investment decisions. 

In this article we highlight how buy-and-maintain investment decisions are driven by the unique situation of the client – rather than by a benchmark. We describe how a buy-and-maintain investment style is ideally suited to create a low-turnover credit portfolio that is able to weather all phases of the credit cycle, that meets client-specific regulatory criteria, that contributes to sustainable development goals and which is focused on achieving long-term investment returns. 

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