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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

14-11-2024 · Webinar

The smarter alternative to passive: Enhanced Indexing

Is passive investing truly the right choice for a core allocation in equities or credits?

Over the years, passive investing has gained popularity for its predictable returns and broad market exposure. These qualities have made passive strategies a staple in core allocations, offering investors low costs, broad market exposure, liquidity, diversification, and transparency.

Watch the replay


    Authors

  • Ralph Berkien - Head of Fixed Income Client Portfolio Management

    Ralph Berkien

    Head of Fixed Income Client Portfolio Management

  • Dijana Kostic - Client Portfolio Manager

    Dijana Kostic

    Client Portfolio Manager

  • Jan de Koning - Head of Quant Client Portfolio Management

    Jan de Koning

    Head of Quant Client Portfolio Management

Our experts discuss

  1. The key reasons why investors consider enhanced indexing: the smarter alternative to passive investing

  2. How the concept of enhanced indexing addresses the challenges of passive investing

  3. How Robeco has successfully implemented this approach over the past decades

However, there’s a smarter way to enjoy these benefits while aiming for better returns, smarter risk management and an improved sustainability profile: Robeco enhanced indexing.

Tune into this webinar to hear our client portfolio managers from the equity and the credit side explain the what, why and the how of enhanced indexing.
Our experts outline why passive (index) investing (despite its merits) can be improved. We share the different performance scenarios of Robeco’s Enhanced Indexing and how we extend the 20-year track records by applying the latest AI powered signals.

During the webinar, examples are shared of how our clients apply enhanced indexing strategies in their asset allocation and broader portfolios in the pursuit of alpha, market-like risk and cost control.

Watch the replay


Active Quant: finding alpha with confidence

Blending data-driven insights, risk control and quant expertise to pursue reliable returns.

Find out more