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.

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.

Investment solutions

We use our global expertise and experience to understand client needs and then co-create tailored solutions with them. You explain. We listen.

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.

Important information

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