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Client-driven customization for optimal results

Client-driven customization for optimal results

Robeco offers insurers and pension funds highly customized client-driven solutions. These portfolios are optimized based on client-specific objectives regarding four main considerations:

We have a long track record in managing customized portfolios based on client specific investment and regulatory considerations. Our offering includes solutions in the LDI, cash flow-matching, buy & maintain credit and multi-asset spaces, among others.

Solutions for insurers

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

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Phase 1: Understand the client

To design customized solutions, we first make sure we understand our clients and their specific objectives. The optimal portfolio depends on their specific needs in terms of objectives, requirements and regulation. Our portfolio managers spend significant time on the design phase, focusing on the actual purpose of the investment, such as cash flow matching, protecting the solvency ratio or accumulating wealth.

Client setting: identifying optimization targets, liability considerations and specific requirements

Phase 2: Design the optimal portfolio

Our dedicated Insurance & Pension Solutions team has all the experience, tools and Robeco wide resources needed to design and manage optimal and highly customized client solutions.

This team is fully dedicated to translating clients’ investment objectives into customized investment solutions. Regulatory efficiency and strategic risk and return analysis are key features of our offering. Whenever necessary, we can adjust our models to our clients’ specific matching adjustment needs, internal models and the Solvency 2 capital requirements. In addition, we can make specific ESG goals, pursued by a client, part of the optimization objective. This is done by integrating ESG and SDG assessments. Robeco is a sustainability leader with an A+ score in PRI assessment, which gives us the knowledge and knowhow to optimally integrate sustainability factors in your portfolio.

The portfolio managers have the necessary resources to optimally and flexibly design and manage portfolios

Phase 3: Management

After the design phase, the portfolio is managed with a strong focus on risk management. We make sure that every investment decision is consistent with the client’s objectives and beliefs. We consider close communication with the client as a key factor of success.

Clear periodic reporting and direct access to portfolio managers on portfolio positions, markets, regulation and research are an integral part of the service we provide. Our specialists proactively share insights and respond thoroughly and swiftly to specific requests from insurance and pension clients.

Case: Cash flow matching process

Our cash flow matching investment process optimizes allocation across fixed income asset classes. Eligible asset classes and instruments are defined by the client. Certain allocations are predefined, which leads to a ‘residual’ cash flow optimization target. The risk budget is then optimally allocated to the various risk ‘segments’ across asset classes, ratings and tenors.

Strategic allocation: example cash flow matching across asset classes

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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.

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