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Fixed Income Buy And Maintain

Fixed Income Buy And Maintain

A customized fixed-income strategy focused on the client’s long-term objective

Key points:

  • A portfolio that is custom-made to meet the client’s requirements
  • Long-term approach, with low costs and few transactions
  • Focus on mitigating risk throughout the market cycle
Solutions for insurers

For insurers to make the most of a strategy, customization is essential.

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Philosophy

We are convinced that all investment decisions should be based on research. For our buy-and-maintain clients, we apply our own fundamental and quantitative research, with a long-term vision and a focus on risk. We believe in prudent investing, with a central role for risk management and the avoidance of unnecessary risks and transaction costs.

Due to our background, we have extensive experience with Dutch pension fund and insurers. We understand the many challenges they face, such as regulations that can have a significant impact on their portfolio requirements. Our buy-and-maintain portfolios are specially designed to reflect the specific investment convictions and objectives of our clients. This investment style is thus highly suitable for institutional investors’ matching portfolios.

Sustainable investing is an essential aspect of successful portfolio management for buy-and-maintain credit portfolios. Learn how sustainability matters.
Sustainability matters

Process

A buy-and-maintain strategy inherently requires a customized solution and often leads to a long-term partnership. The approach focuses on downside risk throughout the market cycle. Costs are low, because the number of transactions is limited.

We devote much attention to the construction phase (‘buy’), during which we design the portfolio and the investment process in consultation with the client. A buy-and-maintain strategy is strategic, but not static: we continuously monitor the credit quality and suitability of the portfolio. Our fundamental and quantitative research focuses on the long term and on downside risk. Providing a high-quality service (‘maintain’) is also an essential element of the strategy.

The buy-and-maintain investment style is ideally suited to creating a portfolio that can deliver precisely defined investment outcomes. Learn how Buy and Maintain works.
Bespoke solutions for cash flow driven investors

Team

The Global Macro team has been managing buy-and-maintain portfolios since 1998. The team, which has extensive experience in the fundamental and quantitative management of both bonds and derivatives, is based in Rotterdam and has in-depth knowledge of the pension and insurance markets. The portfolio managers work closely with specialists in trading, regulation, risk management and corporate bonds.

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Disclaimer Robeco Switzerland Ltd.

The information contained on these pages is for marketing purposes and solely intended for Qualified Investors in accordance with the Swiss Collective Investment Schemes Act of 23 June 2006 (“CISA”) domiciled in Switzerland, Professional Clients in accordance with Annex II of the Markets in Financial Instruments Directive II (“MiFID II”) domiciled in the European Union und European Economic Area with a license to distribute / promote financial instruments in such capacity or herewith requesting respective information on products and services in their capacity as Professional Clients. 

The Funds are domiciled in Luxembourg and The Netherlands. ACOLIN Fund Services AG, postal address: Affolternstrasse 56, 8050 Zürich, acts as the Swiss representative of the Fund(s). UBS Switzerland AG, Bahnhofstrasse 45, 8001 Zurich, postal address: Europastrasse 2, P.O. Box, CH-8152 Opfikon, acts as the Swiss paying agent. The prospectus, the Key Investor Information Documents (KIIDs), the articles of association, the annual and semi-annual reports of the Fund(s) may be obtained, on simple request and free of charge, at the office of the Swiss representative ACOLIN Fund Services AG. The prospectuses are also available via the website www.robeco.ch. Some funds about which information is shown on these pages may fall outside the scope of the Swiss Collective Investment Schemes Act of 26 June 2006 (“CISA”) and therefore do not (need to) have a license from or registration with the Swiss Financial Market Supervisory Authority (FINMA). 

Some funds about which information is shown on this website may not be available in your domicile country. Please check the registration status in your respective domicile country. To view the RobecoSwitzerland Ltd. products that are registered/available in your country, please go to the respective Fund Selector, which can be found on this website and select your country of domicile. 

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