Manager selection & monitoring

Manager selection & monitoring

Corestone: customer-focused, multi-asset solutions

Key points:

  • Best mix of managers (including passive managers), rather than a mix of the best managers
  • Latest fintech technologies help convert large volumes of data into relevant information
  • Holdings-based platform enables us to monitor at manager, asset class and portfolio level

How can we help you?

Corestone's independent specialists work with the Solutions team at Robeco in Rotterdam. Thanks to the holdings-based approach, we construct balanced multi-manager portfolios that match your investment beliefs and cost and risk budget perfectly. This approach prevents unwanted positions in the portfolio and risks that are not expected to be compensated with returns. We offer extensive reports to help manage your investment portfolio and remain in control.

Stay informed on our latest insights with monthly mail updates
Stay informed on our latest insights with monthly mail updates

What sets us apart?

Corestone’s manager selection goes further than a simple approach based on historic returns. A professionally constructed portfolio has a balanced distribution across asset classes, asset managers and risk factors. Our motto is: ‘Create the best portfolio of managers’. What we mean by this, is that managers should complement each other. That's not the same as selecting the best manager for each asset class. Too often, that approach leads to undesirable concentrations of styles and factors. Our manager selection process is objective, reproducible and carefully documented.

‘The best portfolio of managers’ rather than ‘a portfolio of the best managers’

Get in touch

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

Contact us

Important legal information

The content displayed on this website is exclusively directed at qualified investors, as defined in the swiss collective investment schemes act of 23 june 2006 ("cisa") and its implementing ordinance, or at “independent asset managers” which meet additional requirements as set out below. Qualified investors are in particular regulated financial intermediaries such as banks, securities dealers, fund management companies and asset managers of collective investment schemes and central banks, regulated insurance companies, public entities and retirement benefits institutions with professional treasury or companies with professional treasury.

The contents, however, are not intended for non-qualified investors. By clicking "I agree" below, you confirm and acknowledge that you act in your capacity as qualified investor pursuant to CISA or as an “independent asset manager” who meets the additional requirements set out hereafter. In the event that you are an "independent asset manager" who meets all the requirements set out in Art. 3 para. 2 let. c) CISA in conjunction with Art. 3 CISO, by clicking "I Agree" below you confirm that you will use the content of this website only for those of your clients which are qualified investors pursuant to CISA.

Representative in Switzerland of the foreign funds registered with the Swiss Financial Market Supervisory Authority ("FINMA") for distribution in or from Switzerland to non-qualified investors is ACOLIN Fund Services AG, Affolternstrasse 56, 8050 Zürich, and the paying agent is UBS Switzerland AG, Bahnhofstrasse 45, 8001 Zürich. Please consult www.finma.ch for a list of FINMA registered funds.

Neither information nor any opinion expressed on the website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco/RobecoSAM AG product should only be made after reading the related legal documents such as management regulations, articles of association, prospectuses, key investor information documents and annual and semi-annual reports, which can be all be obtained free of charge at this website, at the registered seat of the representative in Switzerland, as well as at the Robeco/RobecoSAM AG offices in each country where Robeco has a presence. In respect of the funds distributed in Switzerland, the place of performance and jurisdiction is the registered office of the representative in Switzerland.

This website is not directed to any person in any jurisdiction where, by reason of that person's nationality, residence or otherwise, the publication or availability of this website is prohibited. Persons in respect of whom such prohibitions apply must not access this website.

I Disagree