Clients consistently bring up one point, no matter which country they are from, which asset class they focus on, or whether they are involved in defined benefit (DB) or defined contribution (DC) pension plans. And that point is: there is an abundance of theory, but a lack of practical investable examples or case studies demonstrating how the more sophisticated and well-resourced pension plans globally are solving their own challenges, especially when it comes to sustainable investing.
Six case studies
So, in that vein, we thought it would be useful to show some practical examples of how Robeco has worked collaboratively with pension plans and other leading investors globally to create innovative solutions to solve client-specific issues. Our article gives six case studies of how Robeco has crafted solutions for clients in the Netherlands, Australia, the UK, Asia Pacific and the US
The examples range from how we were able to decarbonize portfolios and ensure alignment with the Paris Agreement, to a more complex defensive absolute return multi-asset strategy and a sustainable index-based solution. They all utilize Robeco’s proprietary sustainability tools including the SDG Framework, Climate Traffic Lights and Paris-aligned benchmarks.
客戶投資方案
客戶案例
客戶為先是荷寶的服務綱領，我們因而能夠配合客戶所需定制投資方案。以下是展示荷寶投資實力的一些範例。
Important information
The contents of this document have not been reviewed by the Securities and Futures Commission ("SFC") in Hong Kong. If you are in any doubt about any of the contents of this document, you should obtain independent professional advice. This document has been distributed by Robeco Hong Kong Limited (‘Robeco’). Robeco is regulated by the SFC in Hong Kong. This document has been prepared on a confidential basis solely for the recipient and is for information purposes only. Any reproduction or distribution of this documentation, in whole or in part, or the disclosure of its contents, without the prior written consent of Robeco, is prohibited. By accepting this documentation, the recipient agrees to the foregoing This document is intended to provide the reader with information on Robeco’s specific capabilities, but does not constitute a recommendation to buy or sell certain securities or investment products. Investment decisions should only be based on the relevant prospectus and on thorough financial, fiscal and legal advice. Please refer to the relevant offering documents for details including the risk factors before making any investment decisions. The contents of this document are based upon sources of information believed to be reliable. This document is not intended for distribution to or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Investment Involves risks. Historical returns are provided for illustrative purposes only and do not necessarily reflect Robeco’s expectations for the future. The value of your investments may fluctuate. Past performance is no indication of current or future performance.
