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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:

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  • 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
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  • 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

Focus themes Content type Region Client type Hide English Insights
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
Best economic links of the web
Best economic links of the web
Retail is the agriculture of the 90s
23-06-2017
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
Graph of the week
Graph of the week
Congratulations, Australia!
15-06-2017 | Insight
Expected Returns 2017 - 2021
Expected Returns 2017 - 2021
Download full publication
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
Looking at the long-term evidence on factors
Looking at the long-term evidence on factors
How important are factor tilts?
12-06-2017 | Interview
UK election creates ‘hung parliament’
UK election creates ‘hung parliament’
The Conservative party won but fell short of an overall majority.
09-06-2017 | Insight
Robeco sponsors PLSA ‘Made Simple Guide’ to Factor Investing
Robeco sponsors PLSA ‘Made Simple Guide’ to Factor Investing
Robeco has sponsored a new ‘Made Simple Guide’ to Factoring Investing published by the Pensions and Lifetime Savings Association (PLSA).
09-06-2017 | Outlook
Ten misconceptions about smart beta investing
Ten misconceptions about smart beta investing
This paper* attempts to debunk no fewer than ten myths about smart beta.
07-06-2017 | From the field
The rise of Factor Investing,  is it just a hype?
The rise of Factor Investing, is it just a hype?
Watch the video
Trump withdraws from Paris Agreement, so what now?
Trump withdraws from Paris Agreement, so what now?
It seems to me – and I don’t seem to be alone in this – that Trump is taking rearguard action.
06-06-2017 | Insight
Factor investing challenges: underperforming the benchmark
Factor investing challenges: underperforming the benchmark
Factor based allocation has become increasingly popular in recent years.
31-05-2017 | Factor investing challenges
ESG integration crucial in emerging equities
ESG integration crucial in emerging equities
In emerging markets, ESG issues play an essential role.
26-05-2017 | Insight
Hedging climate risk
Hedging climate risk
The carbon footprint of a passive equity portfolio can be reduced by 50% without sacrificing returns.
17-05-2017 | From the field
HESTA awards Robeco quant value equities mandate
HESTA awards Robeco quant value equities mandate
Robeco has been awarded a substantial mandate from HESTA for its Robeco QI Global Value Equities strategy.
16-05-2017 | Press release
European equities are punching below their weight
European equities are punching below their weight
Stocks in Europe are surprisingly unloved, despite a strong earnings season which has raised their relative attractiveness versus the US.
09-05-2017 | Monthly outlook
Passive investing the smart way: Enhanced Indexing
Passive investing the smart way: Enhanced Indexing
More and more clients will make the step from purely passive to enhanced indexing.
09-05-2017 | Video
Macron election weakens populist wave
Macron election weakens populist wave
Emmanuel Macron was elected as French President, weakening the populism that has swept global politics.
08-05-2017 | Insight
The pros and cons of ESG ratings for investment funds
The pros and cons of ESG ratings for investment funds
Monthly column from Global Equities on sustainability investing.
08-05-2017 | Opinion
Factor investing challenges: limiting turnover
Factor investing challenges: limiting turnover
Factor-based allocation has become increasingly popular in recent years.
05-05-2017 | Factor investing challenges
Tackling illiquidity with Multi-Factor Credits
Tackling illiquidity with Multi-Factor Credits
Liquidity has come down a lot in credit markets.
01-05-2017 | Video
‘Robeco’s intellectual property makes it unique’
‘Robeco’s intellectual property makes it unique’
Robeco CEO Gilbert Van Hassel on the Japanese, the company and his plans and vision for the future.
26-04-2017 | Insight
Lonsec upgrades Robeco BP Global Premium Equities Fund
Lonsec upgrades Robeco BP Global Premium Equities Fund
Ratings house Lonsec has awarded the Robeco BP Global Premium Equities Fund a ‘Recommended’ rating, a fantastic achievement in the highly competitive space of global equities.
26-04-2017 | Press release
The siren song of factor timing
The siren song of factor timing
Timing when to enter and exit factors seems to be the holy grail of quant investing.
26-04-2017 | From the field
The Risk-Return Paradox of Low-Volatility Investing
The Risk-Return Paradox of Low-Volatility Investing
In recent years, low volatility has become a new investment style offering lower-risk, without reducing return.
25-04-2017 | Video
French elections: short-term relief for the Eurozone
French elections: short-term relief for the Eurozone
Emmanuel Macron will face Marine Le Pen in the second round of the French presidential election on 7 May.
24-04-2017 | Insight
To reflate or to stagnate - that is the question
To reflate or to stagnate - that is the question
The reflation trade has dominated the financial markets over the past months.
10-04-2017 | Monthly outlook
Six key ESG issues in energy credits
Six key ESG issues in energy credits
The energy sector is faced with big ESG challenges.
06-04-2017 | Insight
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