
Disclaimer
1. General
Please read this information carefully.
This website is prepared and issued by Robeco Hong Kong Limited ("Robeco"), which is a corporation licensed by the Securities and Futures Commission in Hong Kong to engage in Type 1 (dealing in securities); Type 2 (dealing in futures contracts); Type 4 (advising in securities) and Type 9 (asset management) regulated activities. The Company does not hold client assets and is subject to the licensing condition that it shall seek the SFC’s prior approval before extending services at retail level. This website has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.
2. Important risk disclosures
Important risk disclosures Robeco Capital Growth Funds (“the Funds”) are distinguished by their respective specific investment policies or any other specific features. Please read carefully for the risks of the Funds:
Some Funds are subject to investment, market, equities, liquidity, counterparty, securities lending and foreign currency risk and risk associated with investments in small and/or mid-capped companies.
Some Funds are subject to the risks of investing in emerging markets which include political, economic, legal, regulatory, market, settlement, execution, counterparty and currency risks.
Some Funds may invest in China A shares directly through the Qualified Foreign Institutional Investor (“QFII”) scheme and / or RMB Qualified Foreign Institutional Investor (“RQFII”) scheme and / or Stock Connect programmes which may entail additional clearing and settlement, regulatory, operational, counterparty and liquidity risk.
For distributing share classes, some Funds may pay out dividend distributions out of capital. Where distributions are paid out of capital, this amounts to a return or withdrawal of part of your original investment or capital gains attributable to that and may result in an immediate decrease in the net asset value of shares.
Some Funds’ investments maybe concentrated in one region / one country / one sector / around one theme and therefore the value of the Fund may be more volatile and may be subject to concentration risk.
The risk exists that the quantitative techniques used by some Funds may not work and the Funds’ value may be adversely affected.
In addition to investment, market, liquidity, counterparty, securities lending, (reverse) repurchase agreements and foreign currency risk, some Funds are subject to risk associated with fixed income investments like credit risk, interest rate risk, convertible bonds risk, ABS risk and the risk of investments in non-investment grade or unrated securities and the risk of investments made in non-investment grade sovereign securities.
Some Funds can use derivatives extensively. Robeco Global Consumer Trends Equities can use derivatives for hedging and efficient portfolio management. Derivatives exposure may involve higher counterparty, liquidity and valuation risks. In adverse situations, the Funds may suffer significant losses (even a total loss of the Funds’ assets) from its derivative usage.
Robeco European High Yield Bonds is subject to Eurozone risk.
Investors may suffer substantial losses of their investments in the Funds. Investor should not invest in the Funds solely based on the information provided in this document and should read the offering documents (including potential risks involved) for details.
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4. Use of the Website
The information is based on certain assumptions, information and conditions applicable at a certain time and may be subject to change at any time without notice. Robeco aims to provide accurate, complete and up-to-date information, obtained from sources of information believed to be reliable. Persons accessing the Website are responsible for their choice and use of the information.
5. Investment performance
No assurance can be given that the investment objective of any investment products will be achieved. No representation or promise as to the performance of any investment products or the return on an investment is made. The value of your investments may fluctuate. The value of the assets of Robeco investment products may also fluctuate as a result of the investment policy and/or the developments on the financial markets. Results obtained in the past are no guarantee for the future. Past performance, projection, or forecast included in this Website should not be taken as an indication or guarantee of future performance, and no representation or warranty, express or implied, is made regarding future performance. Fund performance figures are based on the month-end trading prices and are calculated on a total return basis with dividends reinvested. Return figures versus the benchmark show the investment management result before management and/or performance fees; the fund returns are with dividends reinvested and based on net asset values with prices and exchange rates of the valuation moment of the benchmark.
Investments involve risks. Past performance is not a guide to future performance. Potential investors should read the terms and conditions contained in the relevant offering documents and in particular the investment policies and the risk factors before any investment decision is made. Investors should ensure they fully understand the risks associated with the fund and should also consider their own investment objective and risk tolerance level. Investors are reminded that the value and income (if any) from shares of the fund may be volatile and could change substantially within a short period of time, and investors may not get back the amount they have invested in the fund. If in doubt, please seek independent financial and professional advice.
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Quant investing
Next-generation quant
As technology advances, so do the opportunities for quantitative investors. By incorporating more data and leveraging advanced modelling techniques, we can develop deeper insights and enhance decision-making. That is how we aim to deliver better investment and sustainability outcomes to meet our clients’ goals.

Join the evolution
Investing has always been driven by a race for information and insight. It is a race that still requires innovation and for every investment decision to be research-based. What has changed is how people find the information, and how they interpret it. Along the way quant investing was born, generating enhanced risk-adjusted long-term returns to help clients meet their financial goals.
Innovation also led to sustainable investing, as financial goals evolved to include the wellbeing of the planet and its future generations. And today, the evolution of quant investing is following a path shaped by the significant gains in computing power and its accessibility, the big data deluge, and growing prominence of advanced modeling techniques. These developments are unlocking new opportunities by allowing quant investors to go to new places and gain new insights into risk, return and sustainability.
Evolution, not revolution. Innovation is imperative.
Volume of data created and replicated worldwide

Source: International Data Corporation (IDC), Global DataSphere Forecast, 2021-2025
Over the past few decades, Robeco has consistently leveraged technological advancements to push the boundaries of quant investing. In 2010, for example, we started incorporating alternative data and faster signals into our short-term stock selection model. Embracing developments in non-traditional data and advanced modeling techniques, therefore, fits perfectly with the evolution of our quant approach.
How can next generation quant unlock alpha in the age of ChatGPT?
Our top featured publications
Our wealth of knowledge and research is spread across a wide range of insights and papers. What all these publications have in common is our attempt to ensure the best possible understanding of the subject.
Incorporating more data and leveraging powerful analytical tools

Alternative data
Alternative datasets offer untapped potential by providing valuable insights for investors looking to gain a competitive edge in the market. These unconventional sources of information include elements ranging from credit card transactions, audio from earnings calls, geolocation information, to textual data from news filings. For quant investors, this treasure trove of information can elevate the efficacy of investment strategies when skillfully integrated.

Machine learning
Machine learning (ML) gives quant investors an extra toolkit with which to explore and delve into economic problems and identify patterns within data. The flexible and powerful framework of ML can uncover nonlinear relationships between variables as well as shed light on their interactions. This can be incredibly valuable for quant investors when constructing return signals, risk models and portfolio construction algorithms, for example.

Natural language processing
Natural language processing (NLP) revolutionizes data analysis, decoding spoken words and texts at an unprecedented pace and scale. While fundamental analysts examine broker research notes, analyze company reports, and meet with management teams to glean insights, quant investors can now perform similar tasks using NLP, such as sentiment analysis. In this transformative landscape, tools like ChatGPT provide nuanced and in-depth interpretation of language, bridging the gap between data and insight.
Aiming for better investment outcomes
The big data revolution and rising prominence of advanced modelling techniques is providing the runway for Robeco quant investors to deliver better investment outcomes for our clients. This allows us to build on more than 10 years of using innovative signals by further advancing our existing quant strategies, developing cutting-edge solutions and widening the scope for customization.
State-of-the-art infrastructure
Research lies at the heart of everything we do and has been in our DNA since our foundation in Rotterdam in 1929. This plays a key role in fostering an innovative nature and a pioneering spirit that is required to develop superior solutions. It all starts with a solid foundation.
That is why we took a thoughtful and intentional approach to incorporating alternative data and advanced techniques into our research and investment strategies. We began by prioritizing the development of cutting-edge, cloud-based infrastructure, which enables us to consistently and effectively use these datasets and tools. With this foundation in place, we are also able to smoothly integrate ML or NLP models into both new and existing strategies.
Meet the team
Our diverse team has a unique blend of deep domain knowledge and expert technical competency rooted in our pioneering approach to both quant and sustainable investing. This is underpinned by our unique culture which values clear communication, transparency and a flat structure that rewards high-quality research.
This fosters a culture where independent thinkers are empowered to challenge conventional wisdom and spark new ideas. By embracing this spirit of healthy competition, we are able to continually innovate and drive our research agenda forward, in alignment with our investment philosophy based on sound economic rationale, strong empirical evidence and a prudent approach.