middle easten
Financials equity
Trends equities

Financials equity

Applying a trend approach to financials

Key points:

  • Invests in multiple financial trends: aging finance, digital finance and emerging finance
  • Searches for excellent executors within these trends 
  • Truly global perspective in terms of regions, sectors and industries; high active share


The financials equity strategy invests worldwide in stocks of companies in the financial sector and in IT companies related to the financial industry. The investment philosophy is based on our conviction that we can generate alpha:

  • Top-down – by identifying the most appealing trends and themes relating to the financials sector at an early stage; and 
  • Bottom-up – by selecting attractively priced stocks that are set to benefit from these trends and themes. 


Our investment process consists of three steps. First, top-down identification of the trends and themes that offer the highest growth potential. The three main trends are aging finance, digital finance and emerging finance. Second, bottom-up stock selection that ensures high exposure to the selected themes, applies fundamental and quantitative research, and finds companies with attractive valuations. The third step is portfolio construction, which is based on conviction level, risk, diversification per trend and a strict buy and sell discipline.

Discover the latest insights


The financials equity strategy is managed by the Financials and Property team, which consists of three seasoned portfolio managers. This team is based in Rotterdam and is fully dedicated to the financials and property sectors. The portfolio managers are supported by a dedicated trend analyst and the other trend portfolio managers within the Trends Investing department. The portfolio managers also have access to Robeco’s sector, emerging markets and sustainability analysts.

Get in touch with us

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



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

Neither information nor any opinion expressed on the website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco product should only be made after reading the related legal documents such as management regulations, prospectuses, annual and semi-annual reports, which can be all be obtained free of charge at this website and at the Robeco offices in each country where Robeco has a presence.

Please confirm that you are a professional investor and/or institutional investor and that you have read, understood and accept the terms of use for this website.

I Disagree