As a leading asset manager, Robeco has vast experience in investing. In our new Essentials series, we aim to share our knowledge to enable financial professionals to further their own skills and help their clients achieve their investment goals.
What is it?
Robeco’s Essentials are educational modules on key topics for investment professionals, beginning with sustainable investing, to be followed by other styles.
What does it involve?
It takes around 10-15 minutes to complete each of the chapters and learn the Essentials of one element of each style.
What can you get?
After completing the module, a test is available which can be used as part of self-study programs, including those seeking hours that count towards Continuous Professional Development (CPD) certification.
We hope you will enjoy our series and that it will inspire you to discuss the topic with your clients and others.
This module takes you through the basics, from what it is and how it works, to themes, active ownership and case studies, and then summarizing what has been learnt. You can do a test at the end.
Robeco Essentials gives you the background and insights about factor investing, the different approaches to factor investing and uses a real-life case study to demonstrate why and how factor investing matters for your clients and investors in general.