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Guide to Conservative Investing

Defensive low-risk strategies are designed to exploit the low-risk premium and play an increasingly important role in equity portfolios: by lowering the overall portfolio risk, by further diversifying the equity portfolio, or by offering a defensive approach to dividend investing.

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Authors

    Head of Conservative Equities and Chief Quant Strategist

In this guide, we shine the spotlight on the Robeco Conservative Equities strategy and highlight how combining multiple risk dimensions leads to robust downside protection. Furthermore, we outline how the inclusion of return factors enhances its upside potential, especially compared to generic low volatility strategies.

It is our hope that this guide will provide investors with insights on the benefits of the Conservative Equities strategy and how it can play a part in helping them to achieve their long-term investment goals.

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Robeco is an international asset manager offering an extensive range of active investments, from equities to bonds.

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Robeco aims to enable its clients to achieve their financial and sustainability goals by providing superior investment returns and solutions.

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