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Client-driven customization for optimal results

Client-driven customization for optimal results

Robeco offers insurers and pension funds highly customized client-driven solutions. These portfolios are optimized based on client-specific objectives regarding four main considerations:

We have a long track record in managing customized portfolios based on client specific investment and regulatory considerations. Our offering includes solutions in the LDI, cash flow-matching, buy & maintain credit and multi-asset spaces, among others.

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Phase 1: Understand the client

To design customized solutions, we first make sure we understand our clients and their specific objectives. The optimal portfolio depends on their specific needs in terms of objectives, requirements and regulation. 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.

Client setting: identifying optimization targets, liability considerations and specific requirements

Phase 2: Design the optimal portfolio

Our dedicated Insurance & Pension Solutions team has all the experience, tools and Robeco wide resources needed to design and manage optimal and highly customized client solutions.

This team is fully dedicated to translating clients’ investment objectives into customized investment solutions. Regulatory efficiency and strategic risk and return analysis are key features of our offering. Whenever necessary, we can adjust our models to our clients’ specific matching adjustment needs, internal models and the Solvency 2 capital requirements. In addition, we can make specific ESG goals, pursued by a client, part of the optimization objective. This is done by integrating ESG and SDG assessments. Robeco is a sustainability leader with an A+ score in PRI assessment, which gives us the knowledge and knowhow to optimally integrate sustainability factors in your portfolio.

The portfolio managers have the necessary resources to optimally and flexibly design and manage portfolios

Phase 3: Management

After the design phase, the portfolio is managed with a strong focus on risk management. We make sure that every investment decision is consistent with the client’s objectives and beliefs. We consider close communication with the client as a key factor of success.

Clear periodic reporting and direct access to portfolio managers on portfolio positions, markets, regulation and research are an integral part of the service we provide. Our specialists proactively share insights and respond thoroughly and swiftly to specific requests from insurance and pension clients.

Case: Cash flow matching process

Our cash flow matching investment process optimizes allocation across fixed income asset classes. Eligible asset classes and instruments are defined by the client. Certain allocations are predefined, which leads to a ‘residual’ cash flow optimization target. The risk budget is then optimally allocated to the various risk ‘segments’ across asset classes, ratings and tenors.

Strategic allocation: example cash flow matching across asset classes

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Important information

The Robeco Capital Growth Funds have not been registered under the United States Investment Company Act of 1940, as amended, nor or the United States Securities Act of 1933, as amended. None of the shares may be offered or sold, directly or indirectly in the United States or to any U.S. Person (within the meaning of Regulation S promulgated under the Securities Act of 1933, as amended (the “Securities Act”)). Furthermore, Robeco Institutional Asset Management B.V. (Robeco) does not provide investment advisory services, or hold itself out as providing investment advisory services, in the United States or to any U.S. Person (within the meaning of Regulation S promulgated under the Securities Act).

This website is intended for use only by non-U.S. Persons outside of the United States (within the meaning of Regulation S promulgated under the Securities Act who are professional investors, or professional fiduciaries representing such non-U.S. Person investors. By clicking “I Agree” on our website disclaimer and accessing the information on this website, including any subdomain thereof, you are certifying and agreeing to the following: (i) you have read, understood and agree to this disclaimer, (ii) you have informed yourself of any applicable legal restrictions and represent that by accessing the information contained on this website, you are not in violation of, and will not be causing Robeco or any of its affiliated entities or issuers to violate, any applicable laws and, as a result, you are legally authorized to access such information on behalf of yourself and any underlying investment advisory client, (iii) you understand and acknowledge that certain information presented herein relates to securities that have not been registered under the Securities Act, and may be offered or sold only outside the United States and only to, or for the account or benefit of, non-U.S. Persons (within the meaning of Regulation S under the Securities Act), (iv) you are, or are a discretionary investment adviser representing, a non-U.S. Person (within the meaning of Regulation S under the Securities Act) located outside of the United States and (v) you are, or are a discretionary investment adviser representing, a professional non-retail investor. Access to this website has been limited so that it shall not constitute directed selling efforts (as defined in Regulation S under the Securities Act) in the United States and so that it shall not be deemed to constitute Robeco holding itself out generally to the public in the U.S. as an investment adviser. Nothing contained herein constitutes an offer to sell securities or solicitation of an offer to purchase any securities in any jurisdiction. We reserve the right to deny access to any visitor, including, but not limited to, those visitors with IP addresses residing in the United States.

This website has been carefully prepared by Robeco. The information contained in this publication is based upon sources of information believed to be reliable. Robeco is not answerable for the accuracy or completeness of the facts, opinions, expectations and results referred to therein. Whilst every care has been taken in the preparation of this website, we do not accept any responsibility for damage of any kind resulting from incorrect or incomplete information. This website is subject to change without notice. The value of the investments may fluctuate. Past performance is no guarantee of future results. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. For investment professional use only. Not for use by the general public.

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