In an increasingly complex world, pension funds, insurers and banks need to be able to create investment solutions that balance returns, risk, liabilities, regulatory requirements and sustainability to meet diverse demands. This is where Robeco’s expertise can help.
For over 25 years, we have worked in close collaboration with clients to provide bespoke solutions to investment challenges. We use our global expertise and experience to understand client needs and then co-create tailored solutions with them. You explain. We listen.
Customized solutions for every client
Professional investors are navigating an increasingly complex landscape, facing challenges that range from market volatility and evolving regulatory demands to climate change. At our core, we offer tailored solutions to various clients built on deep expertise and sustainable practices.
Solutions for pensions
We co-create tailored solutions to transform pension plan requirements into effective, viable investments.
Solutions for insurers
We offer innovative investment solutions to optimize portfolios to meet insurers’ distinct challenges.
Solutions for wealth managers
We identify opportunities across asset classes, to meet changing needs, innovating for market shifts.
Tailored strategies across asset classes
Pension plans and insurers have complex objectives and constraints – a one-size-fits-all approach for fixed income investments will not work. This makes a customized approach vital.
We combine our long experience in both credits and sustainable investing to create portfolios that aim to generate alpha while also following specific climate objectives. We also offer the buy-and-maintain style, assisted by Robeco’s proprietary optimization tooling including the Climate Traffic Light and Green Bonds Frameworks.
All fixed income mandates are tailored to each client’s risk and return preferences, as well as regulatory and capital requirements, underpinned by our vast knowledge of regulations. The need to meet climate change-related commitments that affect the balance sheet is integrated throughout.
Within our solutions, we aim to maximise the potential from Robeco’s diverse range of equity strategies.
By combining the best of Robeco’s fundamental, quantitative and thematic impact strategies, our solutions offer multi-dimensional diversification within equities. This aims to reduce drawdowns and maximise risk-adjusted returns. Our latest research investigates how these distinct investment styles can be leveraged, both individually and in tandem, to navigate the challenges posed by high valuations and market concentration, aiming to uncover new avenues for alpha generation.
We manage a range of equity solutions for clients globally, encompassing multi-thematic, climate transition, 3D and ‘quantamental’ approaches.
Our equity investment solutions are tailored to each client’s risk, return and sustainability preferences, as well as regulatory requirements.
Robeco manages a wide variety of active strategies that that invests in a mix of asset classes and investment approaches.
We offer a fundamental investing style along with a long expertise in quantitative investing, focusing on traditional style factors as well as incorporating new signals from artificial intelligence.
We manage an off-the-shelf range of multi-asset risk-rated and target-dated funds. We also offer a range of more bespoke investment solutions such as those involving the climate transition, or the Sustainable Development Goals.
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.
We co-create tailored solutions only after fully understanding our clients’ needs and goals Remmert Koekkoek
Remmert Koekkoek
投資ソリューション責任者
5-year Expected Returns 2026-2030
Investment innovation at Robeco
Here are some of the key reasons why you should build a tailored solution with us.
Every year, our flagship Expected Returns forecasts the likely asset returns and economic conditions for the upcoming five-year periods. We use this publication to form the basis of our strategic asset allocation for clients with specific investment needs. This helps us to optimize fixed income, equity and multi-asset portfolios.
We add tactical asset allocation to our investment proposals using advanced quant models and our proprietary SDG frameworks to screen universes of thousands of investment candidates to find the winners in each asset class.
Taken together, strategic and tactical asset allocation form an unbeatable combination in creating the right risk-adjusted or returns-orientated portfolios for clients.
As a pioneer of sustainable investing, we go further than simply integrating environmental, social and governance (ESG) factors across our entire spectrum of fundamental, quantitative, thematic and emerging markets investing.
By combining deep sustainability insights with flexible portfolio construction, we help clients confidently pursue their financial goals while staying true to their environmental and social commitments.
We have developed various ‘Traffic Light’ models to assess what progress companies are making on their SDG, decarbonization and biodiversity targets. Active ownership is extensively used to further sustainability objectives at investee companies through engagement and voting to improve long-term outcomes.
An engineer is nothing without their tools. Our signature tool for fixed income solutions, the Falcon platform, allows portfolio optimization in arenas ranging from LDI and CDI to Fixed Maturity Products and Buy and Maintain Credit.
Our equity optimization tool, Magpie, enables precise portfolio construction by balancing different return sources with risk considerations across global equity markets.
Working alongside it, our strategic asset allocation engine, Parrot, supports long-term investment planning by integrating macroeconomic scenarios and capital market assumptions into robust, forward-looking portfolio strategies.
Beyond these tools, we have pioneered various resources over the years that have become integral to our solutions. This includes our duration times spread models in credit investing, and the integration of AI instruments in SI investing.
External resources such as data providers and our network of academics are leveraged when needed to construct portfolios and find solutions to previously unaddressed challenges.
Investment by design
Modern investing is a complex process. For us, it begins with understanding your specific objectives, requirements and regulations. Our portfolio managers spend significant time on the design phase, focusing on the actual purpose of the investment, such as cash flow matching, protecting the solvency ratio or accumulating wealth. Only once those ground rules and objectives are established we move on to choosing specific holdings from different asset classes.
Meet the team
Our Investment Solutions team can help you with a range of disciplines, including insurance, pensions and investment skills, backed by expert market knowledge. Our tailored solutions are managed by the Investment Solutions team consisting of 18 portfolio managers, researchers and client solutions experts, supported by more than 200 investment professionals.
投資ソリューション責任者
Head of Multi Asset & Equity Solutions, Co-Head Investment Solutions
Pension & Insurance Solutions specialist
Client Portfolio Manager
Head of Solutions Research
