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Solutions for insurers

Insurers aim for attractive returns and efficient capital preservation. Our solutions are designed to help clients achieve their goals in terms of capital requirements within the Solvency II framework. They range from quantitative credit strategies to client-driven optimization solutions. All our strategies fully integrate ESG aspects.

We engineered the industry standard Duration Times Spread in 2003.

DTS: measuring credit risk
  • 20 years in credit markets

    Innovation approach results in a broad range of solutions.
    Credits
  • Nr. 1 in sustainable investing

    Leader in sustainability, from ESG integration to impact investing.
    Sustainability
  • Leader in quant innovation

    Turning research into efficient quantitative strategies.
    Quant

Client-driven optimization

For insurers to make the most of a strategy, customization is essential. Our investment solutions are flexible so that we can adjust to even the most specific requirements regarding risk, return and regulatory considerations. Robeco has ample experience managing fully tailored portfolios with an insurance and pension solutions team dedicated to translating our clients’ needs into optimized solutions.

The unique climate change risks facing insurers

The unique climate change risks facing insurers

No industry has greater exposure to climate change risks than the insurance sector. It poses a unique threat to insurers’ assets as well as their liabilities.

Enhanced indexing solutions for insurers

Enhanced indexing solutions for insurers

Over the past decade, investors have operated a massive shift from actively managed strategies into passive ones.

Duration Times Spread: measuring credit risk

Duration Times Spread: measuring credit risk

Accurately measuring credit risk is a significant challenge for credit investors. Credit volatility varies greatly over time and differs considerably between individual corporate bonds.

Buy-and-maintain credit: sustainability matters

Buy-and-maintain credit: sustainability matters

Sustainable investing is designed to sort future-proof companies from those that are not. It is an essential aspect of successful credit portfolio management.

Enabling insurers to achieve capital-efficient returns

Enabling insurers to achieve capital-efficient returns

To achieve more capital-efficient returns, diversification and illiquidity premiums, insurers often turn to high yield markets and alternative assets. We argue factor investing in corporate bonds is an attractive alternative approach.

How factor credit strategies can support Solvency II

How factor credit strategies can support Solvency II

The Solvency II regulatory framework doesn’t have to be a burden. Our research shows how a multi-factor approach can help insurers increase their return on capital tailor their corporate bond portfolios.

Factor-based sustainable multi-asset solutions for insurers

Factor-based sustainable multi-asset solutions for insurers

Insurers face both rising regulatory pressure and a low-yield environment. Sustainable, factor-based portfolios are a natural solution, and these portfolios can be tailored to insurer’s objectives and constraints.

Read more insights

Read more insights

Would you like to read more? View other related insights.

LDI (Liability Driven Investments)

Interest rate risk management: the basis of sound balance sheet management. The cornerstone of our philosophy for the matching portfolio is based on maximizing matching effectiveness and minimizing investment risk. Risk management is the basis of the matching portfolio.

More about LDI

Buy and Maintain: bespoke by default

A buy-and-maintain approach is strategic, but certainly not static. The strategies are fully aligned with the client’s needs.

More about Buy and Maintain
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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.
  • 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