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Global developed enhanced indexing equity
Enhanced indexing equities

Global developed enhanced indexing equity

An alternative to passive investing in global developed markets

Key points:

  • Alternative to passive investing for investors looking for stable outperformance after costs with a low tracking error
  • Disciplined and transparent investment approach that integrates sustainability
  • Proven track record since 2004 with an information ratio of >1 in developed markets

Philosophy

Robeco’s quantitative investment strategies are based on the following beliefs:

Evidence-based research. Identifying factors that are rewarded with superior risk-adjusted performance. This includes extensive empirical testing over longer periods and in different markets.

Economic rationale. We want to move beyond statistical patterns and understand the economic drivers behind factors. Risks that are not adequately rewarded should be avoided.

Prudent investing. We manage easily explainable portfolios and prevent unnecessary trading costs, and we integrate environmental, social and governance (ESG) factors.

Proven alternative to passive investing

Enhanced Indexing offers all the benefits of passive investing, while compensating for its many disadvantages.

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Process

Robeco's Enhanced Indexing strategies offer the advantages of passive investing but can also generate better returns than passive vehicles by incorporating 50 years of academic insights. We slightly overweight those index constituents that score highly on characteristics proven to deliver superior returns, and slightly underweight those that score poorly. These characteristics are value, quality, momentum and analyst revisions. 

We have launched our global developed enhanced indexing equity strategy in 2004. The strategy is also available for other regional universes such as the European and emerging markets. All Enhanced Indexing portfolios take sustainability into account. Additionally, we offer the Global Developed Sustainable Enhanced Indexing strategy with a more advanced level of sustainability integration.

Quantitative investing
Quantitative investing

We’ve been leading the way in quant investing for over 25 years, turning research into practical solutions.

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Team

Our strategy is managed by an experienced group of investment professionals within an organization which is fully committed to quantitative investing. The team consists of more than 40 portfolio managers and quantitative researchers dedicated solely to quantitative investing, research and model development.

Get in touch with us

Contact us if you would like to know more about this strategy.

Contact

Important legal information

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