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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.
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Insights

Graph of the week
Graph of the week
Have bond investors now truly gone mad?
18-08-2017 | Insight
The paradox of natural gas
The paradox of natural gas
Natural gas is giving investors a headache, due to a paradox in its effect on climate change.
17-08-2017 | Stunning statistics
Momentum in futures market
Momentum in futures market
Does momentum investing work with futures?
09-08-2017 | Insight
Best economic links of the web
Best economic links of the web

Tight labour markets, declining income

04-08-2017
Robeco wins Asian Equities mandate
Robeco wins Asian Equities mandate
03-08-2017 | Press release
Using credit information for Quant Equity
Using credit information for Quant Equity
02-08-2017 | Research
Expected Returns 2017 - 2021
Expected Returns 2017 - 2021
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Will central banks spoil buoyant market sentiment?
Will central banks spoil buoyant market sentiment?
In its quarterly outlook, the Global Fixed Income Macro team sees central banks gradually normalizing their policies.
28-07-2017 | Quarterly outlook
Chinese A-shares: does taking risk pay off?
Chinese A-shares: does taking risk pay off?
Is risk rewarded on the Chinese A-share market?
27-07-2017 | Research
Social factors rise in prominence for sustainability
Social factors rise in prominence for sustainability
The importance of measuring social factors – the ‘S’ in ESG – is rising up the sustainability agenda, Robeco’s recent experience shows.
26-07-2017 | Insight
Not all trash is created equal
Not all trash is created equal
The problem of waste has ever been a problem – and it’s now coming from some surprising places.
25-07-2017 | Stunning statistics
The Quality Factor
The Quality Factor
The quality effect is the tendency of high-quality stocks to outperform low-quality ones.
19-07-2017 | From the field
The value of multiple momentum signals
The value of multiple momentum signals
The concept of Momentum is not only a basic principle of physics.
18-07-2017 | Research
The rise of Factor Investing,  is it just a hype?
The rise of Factor Investing, is it just a hype?
Watch the video
The end of QE is coming!
The end of QE is coming!
Mixed messages from central banks may be covertly signaling an end to quantitative easing, says Robeco’s Lukas Daalder.
10-07-2017 | Monthly outlook
Taking enhanced indexing to the next sustainability level
Taking enhanced indexing to the next sustainability level
The rising demand for sustainable investment solutions poses challenges.
10-07-2017 | Insight
Brexit – the options and consequences
Brexit – the options and consequences
The Brexit timeline has begun, and the clock is now ticking, so what are the prospects for the UK?
07-07-2017 | Insight
Never the Twain shall meet? Robeco’s summer reading
Never the Twain shall meet? Robeco’s summer reading
What are the leading lights of Robeco reading while on vacation?
07-07-2017 | Insight
Six ways to improve the sustainability of credit portfolios
Six ways to improve the sustainability of credit portfolios
It is our conviction that analysing sustainability information leads to better informed investment decisions.
06-07-2017 | Insight
Perplexing complacency in credit markets
Perplexing complacency in credit markets
Robeco’s Credit team sees a world full of imbalances that can last for years or correct at any time.
06-07-2017 | Quarterly outlook
Factor investing: limited overcrowding risk
Factor investing: limited overcrowding risk
A key concern often voiced by factor investing and smart beta sceptics is the possible risk of overcrowding.
03-07-2017 | Interview
Factor investing challenges: determining how much to allocate
Factor investing challenges: determining how much to allocate
Factor-based strategies have become increasingly popular in recent years.
30-06-2017 | Factor investing challenges
Estimating the equity risk premium
Estimating the equity risk premium
Assessing the equity risk premium (ERP) is an ongoing debate among academics.
28-06-2017 | From the field
Insider transactions: ESG indicator or noise?
Insider transactions: ESG indicator or noise?
How do we identify indicators for our Emerging Markets ESG Survey?
28-06-2017 | Insight
Five concerns with low volatility index ETFs
Five concerns with low volatility index ETFs
Equity investors have a choice between active low volatility managers and low volatility index ETFs.
27-06-2017 | Research
Hydroelectric’s power has been watered down
Hydroelectric’s power has been watered down
Growth in renewable energy has dramatically cut the share of the oldest form of it – hydroelectricity.
26-06-2017 | Stunning statistics
Country Sustainability Ranking: peripheral progress stalling
Country Sustainability Ranking: peripheral progress stalling
The European peripheral countries have not made any further progress in the RobecoSAM Country Sustainability Ranking.
23-06-2017 | Insight
Fears of Trump's impact on China overstated
Fears of Trump's impact on China overstated
Will the competing agendas of Xi and Trump cause turmoil in emerging markets?
22-06-2017 | Insight
Robeco Quarterly June 2017
Robeco Quarterly June 2017
The fourth edition of Robeco Quarterly – our quant, sustainability and research magazine – is published.
21-06-2017 | Magazine
Patience and high active share is a rare combination in asset management
Patience and high active share is a rare combination in asset management
When is active management really active?
19-06-2017 | Interview
Welcome to our new website
Welcome to our new website
Robeco has launched a new website to better target client needs and make investing information more accessible to mobile platforms.
15-06-2017 | Announcement
Picking up pennies in front of a steamroller
Picking up pennies in front of a steamroller
The investment environment has become like ‘picking up pennies in front of a steamroller’, says Robeco’s Lukas Daalder.
12-06-2017 | Monthly outlook