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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
  • >23 bn EUR assets in funds and mandates
    As per June 2019
  • 15 years of tailor-made experience
    Managing tailor-made portfolios
  • 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
The sustainability builders - using guilders
The sustainability builders - using guilders
Sustainable investing has been part of Robeco for so long that to look at its first fund, you have to go back to Dutch guilders.
27-03-2019 | Insight
Passive investing and sustainability are incompatible
Passive investing and sustainability are incompatible
Sustainable investing requires active choices and so cannot be done purely passively, Robeco quant specialists say.
18-01-2019 | Insight
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 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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