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Enhanced indexing

Proven alternative to passive investing

Despite its popularity, passive investing isn’t offering investors the best available exposure to the equity markets. We argue that enhanced indexing may be an even better alternative. It is supported by theory and evidence, allows for better ESG integration, and contributes to a liquid and efficient market.

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Advantages of enhanced indexing 

Passive investing has several advantages, such as exposure to the market premium, predictable risk-return characteristics and low fees. Since 2004 our enhanced indexing strategies offer all the advantages of traditional passive investing, but strive to generate better returns than passive vehicles after costs, and integrate sustainability criteria as well as the latest academic research.

  • 2004 start of successful track record
    Long history of stable alphas
  • >40 bn AUD assets in funds and mandates
    As per January 2020
  • 16 years of tailor-made experience
    Managing tailor-made portfolios
View our enhanced indexing strategies

Enhanced Indexing by Robeco

A proven alternative to classic passive equity strategies

  • Sustainable enhanced indexing

    • ESG integrated in stock selection
    • 30% better portfolio ESG score
    • Integrates impact investing by reducing the portfolio footprint by 20% in four areas
    • Extensive exclusion lists
    Read the article

  • Tailor-made solutions for client demands

    • Core quant solutions: bespoke county, sector or relative risk levels
    • Possibility to integrate bespoke sustainability criteria
    • Investment universe defined by client
    Read the article

More enhanced indexing insights

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Podcast: One bird, two stones
Podcast: One bird, two stones
Is a fundamental or quant-driven approach the best way forward for investors looking to tap emerging markets?
13-03-2020 | Podcast
Enhanced indexing – a proven alternative to passive investing
Enhanced indexing – a proven alternative to passive investing
This new brochure explains why enhanced indexing provides a compelling alternative to passive strategies.
07-01-2019 | Insight
Passive investing and sustainability are incompatible
Passive investing and sustainability are incompatible
Sustainability investing requires active choices and so cannot be done purely passively, Robeco quant specialists say.
18-09-2018 | Insight

Passive investing the smart way: Enhanced Indexing

Wilma de Groot, Head of Core Quant Equities:
"Enhanced Indexing is a proven alternative to passive investing as it offers all the benefits of this popular investment style while compensating for its many disadvantages"

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Enhanced indexing

Proven alternative to passive investing
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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.
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    (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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