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Fixed income Buy and Maintain

Fixed income Buy and Maintain

A customized fixed-income strategy focused on the client’s long-term objective

Key points:

  • A portfolio that is custom-made to meet the client’s requirements
  • Long-term approach, with low costs and few transactions
  • Focus on mitigating risk throughout the market cycle

Philosophy

We are convinced that all investment decisions should be based on research. For our buy-and-maintain clients, we apply our own fundamental and quantitative research, with a long-term vision and a focus on risk. We believe in prudent investing, with a central role for risk management and the avoidance of unnecessary risks and transaction costs.

Due to our background, we have extensive experience with Dutch pension fund and insurers. We understand the many challenges they face, such as regulations that can have a significant impact on their portfolio requirements. Our buy-and-maintain portfolios are specially designed to reflect the specific investment convictions and objectives of our clients. This investment style is thus highly suitable for institutional investors’ matching portfolios.

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Process

A buy-and-maintain strategy inherently requires a customized solution and often leads to a long-term partnership. The approach focuses on downside risk throughout the market cycle. Costs are low, because the number of transactions is limited.

We devote much attention to the construction phase (‘buy’), during which we design the portfolio and the investment process in consultation with the client. A buy-and-maintain strategy is strategic, but not static: we continuously monitor the credit quality and suitability of the portfolio. Our fundamental and quantitative research focuses on the long term and on downside risk. Providing a high-quality service (‘maintain’) is also an essential element of the strategy.

Team

The Global Macro team has been managing buy-and-maintain portfolios since 1998. The team, which has extensive experience in the fundamental and quantitative management of both bonds and derivatives, is based in Rotterdam and has in-depth knowledge of the pension and insurance markets. The portfolio managers work closely with specialists in trading, regulation, risk management and corporate bonds.

Disclaimer

The information contained in the website is solely intended for professional investors. Some funds shown on this website fall outside the scope of the Dutch Act on the Financial Supervision (Wet op het financieel toezicht) and therefore do not (need to) have a license from the Authority for the Financial Markets (AFM).

The funds shown on this website may not be available in your country. Please select your country website (top right corner) to view the products that are available in your country.

Neither information nor any opinion expressed on the website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco product should only be made after reading the related legal documents such as management regulations, prospectuses, annual and semi-annual reports, which can be all be obtained free of charge at this website and at the Robeco offices in each country where Robeco has a presence.

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