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Conservative Multi-Asset

Conservative Multi-Asset

Rules-based multi-asset strategy aiming for balanced returns with a defensive risk profile

Key points:

  • Proven systematic approach in low-risk investing and asset allocation
  • Dynamic portfolio positioning can neutralize equity exposure and protect against rising interest rates
  • Balanced returns with a defensive risk profile based on winning by losing less

Philosophy

Robeco’s quantitative investment strategies are based on the following beliefs:

Evidence-based research. Identifying factors that are rewarded with superior risk-adjusted performance, based on empirical testing over longer periods and in different markets.

Economic rationale. We want to move beyond statistical patterns and understand the economic drivers behind factors. Risks that are not adequately rewarded should be avoided.

Prudent investing. Our approach is transparent and easily explainable. We avoid unnecessary trading costs, resulting in low turnover and enhanced returns.

Process

This strategy leverages on Robeco’s well-established expertise in systematic low-risk investing and asset allocation. With its core portfolio of Conservative Equities and Conservative Credits, the strategy aims for balanced returns with a defensive risk profile. The portfolio positioning is truly dynamic and exploits opportunities within and between asset classes, while still focusing on downside risk reduction for the total portfolio. The dynamic allocation enables the portfolio to neutralize equity beta exposure in bear markets and benefit from both rising and declining yields.

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Team

Robeco has gathered an experienced team of investment and research professionals who are backed by an organization with over 25 years of experience in multi-asset and quantitative investing.

Get in touch with us

Contact us if you would like to know more about this strategy.

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