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Buy-and-maintain credit: Creating bespoke solutions for cash flow driven investors

Buy-and-maintain credit: Creating bespoke solutions for cash flow driven investors

19-11-2019 | Insight

The buy-and-maintain investment style is ideally suited to creating a portfolio that can deliver such precisely defined investment outcomes. It is based on the principle that the unique situation of the client – rather than a benchmark – is the basis for investment decisions. We describe the Robeco approach to buy and maintain.

  • Remmert Koekkoek
    Remmert
    Koekkoek
    Head of Sustainable Multi Asset Solutions
  • Jan Willem de Moor
    Jan Willem
    de Moor
    Senior Portfolio Manager Credit
  • Yvo Schoemaker
    Yvo
    Schoemaker
    Portfolio Manager

Speed read

  • Driven by the unique situation of the client, not by a benchmark 
  • Targets long-term capital preservation, with low turnover and costs 
  • Easily customized to allow for regulatory and capital requirements 

The buy-and-maintain investment style is ideally suited to creating a portfolio that can deliver precisely defined investment outcomes. It is based on the principle that the unique situation of the client – rather than a benchmark – is the basis for investment decisions. 

In this article we highlight how buy-and-maintain investment decisions are driven by the unique situation of the client – rather than by a benchmark. We describe how a buy-and-maintain investment style is ideally suited to create a low-turnover credit portfolio that is able to weather all phases of the credit cycle, that meets client-specific regulatory criteria, that contributes to sustainable development goals and which is focused on achieving long-term investment returns. 

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Disclaimer

Robeco Institutional Asset Management B.V. (DIFC Branch) is regulated by the Dubai Financial Services Authority (“DFSA”) and only deals with Professional Clients and Market Counterparties, and does not deal with Retail Clients as defined by the DFSA.

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