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Conservative Multi-Asset

Conservative Multi-Asset

Rules-based multi-asset strategy aiming for balanced returns with a defensive risk profile

Key points:

  • Proven systematic approach in low-risk investing and asset allocation
  • Dynamic portfolio positioning can neutralize equity exposure and protect against rising interest rates
  • Balanced returns with a defensive risk profile based on winning by losing less


Robeco’s quantitative investment strategies are based on the following beliefs:

Evidence-based research. Identifying factors that are rewarded with superior risk-adjusted performance, based on empirical testing over longer periods and in different markets.

Economic rationale. We want to move beyond statistical patterns and understand the economic drivers behind factors. Risks that are not adequately rewarded should be avoided.

Prudent investing. Our approach is transparent and easily explainable. We avoid unnecessary trading costs, resulting in low turnover and enhanced returns.


This strategy leverages on Robeco’s well-established expertise in systematic low-risk investing and asset allocation. With its core portfolio of Conservative Equities and Conservative Credits, the strategy aims for balanced returns with a defensive risk profile. The portfolio positioning is truly dynamic and exploits opportunities within and between asset classes, while still focusing on downside risk reduction for the total portfolio. The dynamic allocation enables the portfolio to neutralize equity beta exposure in bear markets and benefit from both rising and declining yields.

Discover the latest insights


Robeco has gathered an experienced team of investment and research professionals who are backed by an organization with over 25 years of experience in multi-asset and quantitative investing.

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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.

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