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Disclaimer

BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.

What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:

  • who holds an Australian Financial Services License

  • who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)

  • that is a body regulated by APRA other than a trustee of:
    (i) a superannuation fund;
    (ii) an approved deposit fund;
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme.
    within the meaning of the Superannuation Industry (Supervision) Act 1993

  • that is a body registered under the Financial Corporations Act 1974.

  • that is a trustee of:
    (i) a superannuation fund; or
    (ii) an approved deposit fund; or
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme
    within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.

  • that is a listed entity or a related body corporate of a listed entity

  • that is an exempt public authority

  • that is a body corporate, or an unincorporated body, that:
    (i) carries on a business of investment in financial products, interests in land or other investments; and
    (ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes.

  • that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.


I Disagree

19-06-2024 · Insight

Learning from pension peers: Sharing knowledge and securing futures

Pension plans across the world are continuing to innovate and design solutions focused on delivering the best outcomes for their members. However, to meet their own specific objectives, they are approaching similar challenges in different ways. Hence, it is of the utmost importance that we learn from our peers across the pensions world, especially where certain pension plans are taking the lead on important topics.

Read the full article


Clients consistently bring up one point, no matter which country they are from, which asset class they focus on, or whether they are involved in defined benefit (DB) or defined contribution (DC) pension plans. And that point is: there is an abundance of theory, but a lack of practical investable examples or case studies demonstrating how the more sophisticated and well-resourced pension plans globally are solving their own challenges, especially when it comes to sustainable investing.

Six case studies

So, in that vein, we thought it would be useful to show some practical examples of how Robeco has worked collaboratively with pension plans and other leading investors globally to create innovative solutions to solve client-specific issues. Our article gives six case studies of how Robeco has crafted solutions for clients in the Netherlands, Australia, the UK, Asia Pacific and the US

The examples range from how we were able to decarbonize portfolios and ensure alignment with the Paris Agreement, to a more complex defensive absolute return multi-asset strategy and a sustainable index-based solution. They all utilize Robeco’s proprietary sustainability tools including the SDG Framework, Climate Traffic Lights and Paris-aligned benchmarks.

Read the full article here


Client solutions

The sum of the parts can be greater than the whole. We use our wide range of investment knowledge to create custom sustainable solutions for our clients.

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Client cases

We strongly believe in the ‘customer is king’ principle, which is why we offer custom investment solutions to client needs. Below are examples from each of our capabilities.

Robeco

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

Important information: This website is prepared and issued in Australia by Robeco Hong Kong Limited (ARBN 156 512 659) (‘Robeco’) which is exempt from the requirement to hold an Australian financial services licence under the Corporations Act 2001 (Cth) pursuant to ASIC Class Order 03/1103. Robeco is regulated by the Securities and Futures Commission under the laws of Hong Kong and those laws may differ from Australian laws. The information on this web page is provided to you because Robeco reasonably believes that you are a "wholesale client" within the meaning of that term under section 761G(4) of the Corporations Act 2001 (Cth) ("Corporations Act") and not any other class of persons. This information is not an advertisement and is not intended to induce retail clients to acquire Robeco products. Retail clients who are interested in Robeco products should contact their financial adviser.