
免責聲明
1. 一般事項
請細閱以下資料。
此網站由Robeco Hong Kong Limited(「荷寶」)擬備及刊發,荷寶是獲香港證券及期貨事務監察委員會發牌從事第1類(證券交易)、第4類(就證券提供意見)及第9類(資產管理)受規管活動的企業。荷寶不持有客戶資產,並受到發牌條件所規限。荷寶在擴展至零售業務之前,必須先得到證監會的批准。本網頁未經證券及期貨事務監察委員會或香港的任何監管當局審閱。
2. 風險披露聲明
Robeco Capital Growth Funds以其特定的投資政策或其他特徵作識別,請小心閱讀有關Robeco Capital Growth Funds的風險:
部份基金可涉及投資、市場、股票投資、流動性、交易對手、證券借貸及外幣風險及小型及/或中型公司的相關風險。
部份基金所涉及投資於新興市場的風險包括政治、經濟、法律、規管、市場、結算、執行交易、交易對手及貨幣風險。
部份基金可透過合格境外機構投資者("QFII")及/或 人民幣合格境外機構投資者 ("RQFII")及/或 滬港通計劃直接投資於中國A股,當中涉及額外的結算、規管、營運、交易對手及流動性風險。
就分派股息類別,部份基金可能從資本中作出股息分派。股息分派若直接從資本中撥付,這代表投資者獲付還或提取原有投資本金的部份金額或原有投資應佔的任何資本收益,該等分派可能導致基金的每股資產淨值即時減少。
部份基金投資可能集中在單一地區/單一國家/相同行業及/或相同主題營運。 因此,基金的價值可能會較為波動。
部份基金使用的任何量化技巧可能無效,可能對基金的價值構成不利影響。
除了投資、市場、流動性、交易對手、證券借貸、(反向)回購協議及外幣風險,部份基金可涉及定息收入投資有關的風險包括信貨風險、利率風險、可換股債券的風險、資產抵押證券的的風險、投資於非投資級別或不獲評級證券的風險及投資於未達投資級別主權證券的風險。
部份基金可大量運用金融衍生工具。荷寶環球消費新趨勢股票可為對沖目的及為有效投資組合管理而運用金融衍生工具。運用金融衍生工具可涉及較高的交易對手、流通性及估值的風險。在不利的情況下,部份基金可能會因為使用金融衍生工具而承受重大虧損(甚至損失基金資產的全部)。
荷寶歐洲高收益債券可涉及投資歐元區的風險。
投資者在Robeco Capital Growth Funds的投資有可能大幅虧損。投資者應該參閱Robeco Capital Growth Funds之銷售文件內的資料﹙包括潛在風險﹚,而不應只根據這文件內的資料而作出投資。
3. 當地的法律及銷售限制
此網站僅供“專業投資者”進接(其定義根據香港法律《證券及期貨條例》(第571章)和/或《證券及期貨(專業投資者)規則》(第571D章)所載)。此網站並非以在禁止刊發或提供此網站(基於該人士的國籍、居住地或其他原因)的任何司法管轄區內的任何人士為對象。受該等禁例限制的人士或並非上述訂明的人士不得登入此網站。登入此網站的人士需注意,他們有責任遵守所有當地法例及法規。一經登入此網站及其任何網頁,即確認閣下已同意並理解以下使用條款及法律資料。若閣下不同意以下條款及條件,不得登入此網站及其任何網頁。
此網站所載的資料僅供資料參考用途。
在此網站發表的任何資料或意見,概不構成購買、出售或銷售任何投資,參與任何其他交易或提供任何投資建議或服務的招攬、要約或建議。此網站所載的資料並不構成投資意見或建議,擬備時並無考慮可能取得此網站的任何特定人士的個別目標、財務狀況或需要。投資於荷寶產品前,必須先細閱相關的法律文件,例如管理法規、基金章程、最新的年度及半年度報告,所有該等文件可於www.robeco.com/hk/zh免費下載,亦可向荷寶於香港的辦事處免費索取。
4. 使用此網站
有關資料建基於特定時間適用的若干假設、資料及條件,可隨時更改,毋需另行通知。儘管荷寶旨在提供準確、完整及最新的資料,並獲取自相信為可靠的資料來源,但概不就該等資料的準確性或完整性作出明示或暗示的保證或聲明。
登入此網站的人士需為其資料的選擇和使用負責。
5. 投資表現
概不保證將可達到任何投資產品的投資目標。並不就任何投資產品的表現或投資回報作出陳述或承諾。閣下的投資價值可能反覆波動。荷寶投資產品的資產價值可能亦會因投資政策及/或金融市場的發展而反覆波動。過去所得的業績並不保證未來回報。此網站所載的往績、預估或預測不應被視為未來表現的指示或保證,概不就未來表現作出任何明示或暗示的陳述或保證。基金的表現數據以月底的交易價格為基礎,並以總回報基礎及股息再作投資計算。對比基準的回報數據顯示未計管理及/或表現費前的投資管理業績;基金回報包括股息再作投資,並以基準估值時的價格及匯率計算的資產淨值為基礎。
投資涉及風險。往績並非未來表現的指引。準投資者在作出任何投資決定前,應細閱相關發售文件所載的條款及條件,特別是投資政策及風險因素。投資者應確保其完全明白與基金相關的風險,並應考慮其投資目標及風險承受程度。投資者應注意,基金股份的價格及收益(如有)可能反覆波動,並可能在短時間內大幅變動,投資者或無法取回其投資於基金的金額。若有任何疑問,請諮詢獨立財務及有關專家的意見。
6. 第三者網站
本網站含有來自第三方的資料或第三方經營的網站連結,而其中部分該等公司與荷寶沒有任何聯繫。跟隨連結登入任何其他此網站以外的網頁或第三方網站的風險,應由跟隨該連結的人士自行承擔。荷寶並無審閱此網站所連結或提述的任何網站,概不就該等網站的內容或所提供的產品、服務或其他項目作出推許或負上任何責任。荷寶概不就使用或依賴第三方網站所載的資料而導致的任何虧損或損毀負上法侓責任,包括(但不限於)任何虧損或利益或任何其他直接或間接的損毀。 此網站以外的網頁或第三方網站皆旨在作參考之用。
7. 責任限制
荷寶及(潛在的)其他網站資料供應商概不就此網站內容或其所載的資料或建議負責,而該等內容、資料或建議可予更改,毋需另行通知。
荷寶並無責任確保及保證此網站的功能將不受干擾或並無失誤。荷寶概不就有關荷寶(交易)服務電郵訊息的後果承擔任何責任,該等電郵訊息可能無法接收或發出、損毀、不正確接收或發出或並無準時接收或發出。
荷寶亦不就因登入及使用此網站而可能導致的任何虧損或損毀負責。
8. 知識產權
所有版權、專利、知識產權和其他財產,以及有關此網站資料的授權均由荷寶持有及獲取。該等權利不會轉授予查閱有關資料的人士。
9. 私隠
荷寶保證將會根據現行的資料保障法例,以保密方式處理登入此網站的人士的數據。除非荷寶需按法律責任行事,否則在未經登入此網站的人士許可,不會向第三方提供該等數據。 請於我們的私隱及Cookie政策 中查找更多詳情。
10. 適用法律
此網站受香港法律監管及據此解釋。因此網站導致或有關此網站的所有爭議應交由香港法庭作出專有裁決。
如果您已閱讀並理解本頁並同意上述免責聲明以及同意荷寶收集和使用您的個人資料,用於私隱及Cookie政策 所列的收集和使用個人資料的目的(包括用於直接推廣荷寶的產品或服務),請點擊“我同意”按鈕。否則,請點擊“我不同意”離開本網站。
Frequently Asked Questions
Welcome to MyRobeco’s FAQ page, which consists of general portal details, user administration info, support, account/portfolio management, logging in info, and developer API insights. Please note that the FAQ page covers a broad spectrum of topics, which are not universally visible or directly applicable to every portfolio. If you need personalized help or have questions that go beyond what's covered in the FAQ page, please contact our client services team.
Information about MyRobeco
MyRobeco is a secure and user-friendly online platform designed for professional investors to conveniently access essential portfolio details. This includes monitoring investment performance, reviewing portfolio transactions, and gaining insights into sustainability. With features like easy access to historical reports, personalized data options, and portfolio updates in real time, we make informed decision-making simple. Additionally, our commitment to transparency ensures shared data and opportunities for research and innovation through special features.
MyRobeco has different sections, each providing information and reporting capabilities. The Dashboard tab on the opening page shows general information about the account/portfolio, the gross asset value (GAV) and applicability date, and the Robeco contacts associated with your account. The Robeco Client Account team is shown, with email and phone links for the sales and relationship managers and client service officer(s).
The Performance tab shows the portfolio performance compared with the benchmark in graphical and tabular form. The portfolio performance graph is gross of fees and based on monthly data since inception of the portfolio. The graphs represent an indexed value starting at 100. The performance page shows the performance of the portfolio gross of fees versus the benchmark for a number of periods. The performance shown is annualized for periods longer than one year.
The holdings graph give access to portfolio details in multiple graphs that can be drilled down to separate parts of the portfolio. The data shown in the portfolio detail graphs/holdings page is based on the month-end market values for the relevant month. The represented cash percentage comprises real cash as well as payables and receivables. The portfolio holdings data, which is presented in the graphs, is also available to download.
The Reporting tab shows the reports which are provided to the client. These are basically the same as the periodic reports sent by email and are available to download. The All reports button provides access to reports previously sent and allows the user to sort and search through the longer lists.MyRobeco is designed to be self-explanatory; however, a concise user manual with basic explanation can be found here.
Email the full name and address of the employee who needs access to MyRobeco to your company’s MyRobeco administrator.
We are continuously working on making MyRobeco better. With every update we offer improved or new features.
Release June 2025
Engagement page Redesign
MyRobeco’s Engagement page has been redesigned to ensure alignment with the various components of existing pages, as well as the forthcoming expansion of active ownership. This enhancement delivers greater consistency, improved usability, and a more intuitive user experience, laying a solid foundation for future platform developments.Release May 2025
Expanded MFA Options for MyRobeco Login
MyRobeco now supports a wider range of multi-factor authentication (MFA) apps beyond the Auth0 Guardian app.
Trusted alternatives such as Google Authenticator and Microsoft Authenticator can be used, offering greater flexibility without compromising security.Release April 2025
Performance Statistics
Performance Statistics have been added to the Performance Table. This update introduces key metrics for both the portfolio and its benchmark(s). The enhancement ensures consistency with performance reports and supports more accurate, side-by-side analysis.Release October, 2024
Updated data delay
We've updated the data delay settings for institutional funds and mandates at MyRobeco in accordance with our transparency standards. Data reflects month-end figures and be as up-to-date as possible, depending on the portfolio type, ensuring enhanced accuracy across performance metrics, characteristics, and transactions.Release September, 2024
Personalization of the dashboard:
We’re pleased to introduce a new personalized dashboard in MyRobeco, designed to keep you effortlessly up-to-date. After logging in, you’ll see the latest documents organized by report category. Simply click on any document title to go directly to the relevant reports page or use the “Check All Reports” option to browse the full library.Release August, 2024
We are pleased to introduce a series of updates across the MyRobeco portal.
Notification settings
Our revamped Notification Page offers, offering you more control over how and when you receive reports. Choose from daily, weekly, monthly, quarterly, or yearly updates to match your preferences. Additionally, you can unsubscribe from any reports at any time, ensuring you only receive the most relevant updates.
Allocation downloads
The Allocations Page now lets you download visible data directly from the “Holdings Allocations” view. Filtered data will also reflect any changes, ensuring you get exactly the information you need to easily access exports and analyses.
Added legal article numbers
MyRobeco now displays the legal article number for sustainability-related information in the top right corner of the Dashboard and SFDR Page, providing quicker access to relevant regulations.
CSR scores in SI Open Access
In the SI Open Access feature, you can now view Country Sustainability Ranking scores specific to your current fixed income and multi-asset portfolios, in addition to all CSR scores.
Second benchmark
MyRobeco now shows both primary and secondary benchmarks in the Performance View, including in various graphs, tables, and the Dashboard preview. This enhancement allows for more consistency with the reports and the data can also be downloaded for your convenience.Equity characteristics
MyRobeco’s Characteristics tab has been updated. Equity portfolios now feature a detailed Characteristics tab, aligning with the existing functionality for fixed income portfolios. This enhancement provides tailored insights based on different investment styles and strategies for both types of portfolios.Manual in the main menu
MyRobeco’s manual, previously available only on the FAQ page, is now accessible directly from the bottom of the main menu. This update provides more convenient and easy access to the manual, ensuring you have essential information at your fingertips.Release May 8th, 2024
Positions and Allocations
MyRobeco has renamed the previous Holdings page to ‘Allocation’, maintaining its function. The name difference led to the transition of the download button to a new page called Positions that additionally showcases the top 10 positions and the top 10/20/30 positions for enhanced insights.Articles Integration
We are delighted to share an exciting update: our thought pieces are now available on MyRobeco! For easy and convenient access to all information, you can now access the articles not only on our global website but also within MyRobeco in real time. Dive into our expert insights and stay ahead with every update.Institutional Funds
We are excited to introduce institutional fund onboarding to MyRobeco, offering broad access to performance metrics, fund characteristics, transactions, and more. The default data displayed incorporates a 15-day delay to ensure relevance.Release January, 2024
Transactions and Characteristics
We are pleased to announce a refined user experience with the recent redesign of the Transactions and Characteristics pages on MyRobeco. This update seamlessly aligns these pages with the platform's overall visual design, offering users streamlined filters and refined graph displays.
Indices
MyRobeco now hosts Index portfolios, offering a setup similar to other portfolio features in the portal. Effortlessly navigate through the platform to manage your Index portfolios, with a user-friendly experience and specific enhancements tailored for these investments. Discover the dashboard, performance, holdings, sustainability, SFDR, reports, and open access tabs for a comprehensive view.
Release October 4th, 2023
Multi asset:
We have added multi-asset portfolios to MyRobeco, enabling clients to have a complete view on their multi-asset portfolios. Aside from the reports and dynamic performance data, we provide insights on sustainability, holdings, and cash flows all in one place. You can find and download historical data from the portfolios in the other asset classes as well. Via the ‘open access’ tab, the SDG scores of the holdings in the portfolio can be tracked.Due to the addition of the multi-asset portfolios, the filter menu has changed to offer a better user experience.
New dark mode
We are very excited to introduce our new Dark Modegiving you a more integrated user experience between the website and the portal.The account and portfolio selector have been restyled according to the new design and with a new disposition. The selector has been extended to include asset category filter and a new email notification button.
In addition, the menu view has also been transformed to ensure alignment with the rest of the implementations.
Redesign in SI Open Access
The Country Sustainability ranking and SDG scores has been redesigned to ensure an easy and intuitive user experience. The filter section vertically displays all selectable options within each filter of your portfolio. The filter includes a selected portfolio to allow you to navigate through all your portfolios and compare.The redesign also includes the comparation of up to 4 scores or countries.
SI Open Access tool for global website
The SI Open Access functionality on MyRobeco has expanded to our Global website. It now displays company’s scores according to their contributions to the SDGs and the ESG ranking of 150 countries.Release June 16th, 2023
Sector Filter
The Open Access initiative on the MyRobeco Client Portal has a new feature. We are delighted to inform you that we have extended the filter functionality on SDG data, allowing users to filter by sector.
We are continuously striving to improve our user experience by providing more detailed tools and customized information.
Data Selector
The table on the Performance tab has been improved and it is now possible to visualize the monthly portfolio performance status, meaning it can select historical data.
Yearly Performance
Additionally, the Performance tab also has an overview functionality where it is possible to track yearly performance and compare this data to previous years at the same moment in time.
SFDR Disclosures and Disclaimers
All MyRobeco users can now have access to the SFDR Disclosures tab and Disclaimers page.
The Choose View in the Client Portal now has all the available information regarding SFDR disclosures, with the possibility of searching name and type of document within a desired period of time.
The Disclaimers page can be found in the bottom left corner, containing all relevant information concerning Portal usage and SI Open Access Initiative.Release May 2, 2023
We launched our SI Open Access Initiative in August last year with a simple pledge – to share our valuable data as widely as possible, and gather feedback so we can improve it. We began with our SDG Framework explaining how we score companies on their contributions to the Sustainable Development Goals. Now we’re expanding it further by adding the Country Sustainability Ranking (CSR) data and visualization tools.
Country Sustainability Ranks
The CSR has helped investors understand the sustainability risk of countries since 2012. It now measures the environmental, social and governance (ESG) credentials of more than 150 developed and developing countries around the world. Such information is vital for sovereign bond investing, and wider issues such as combatting climate change.
Release August 29, 2022
Robeco has today launched its SI Open Access Initiative which as a first step will give clients and academia access to data on how companies are contributing to the Sustainable Development Goals (SDGs). We believe that creating a more sustainable world and promoting sustainable investing means sharing our intellectual property to a broader audience. So, we’ve started this initiative by firstly offering free access to our SDG scores: a framework pioneered by Robeco back in 2017.
At a later stage, Robeco plans to make other SI data available. The open access initiative offers insight into an individual company’s SDG scores, which we think will further promote and encourage research and ideas on SDG investing, and help clients to make better-informed investment decisions.
SDG scores
The SDGs are becoming increasingly relevant for investors. By using the SDG scores you can measure progress of companies over time against sustainable objectives, steer on exposure to SDGs, and report on them. Robeco has long been committed to promoting sustainable investing through thought leadership, and we believe that working together in the financial sector will improve data and define standards. With the SI Open Access Initiative, Robeco aims to make a significant further contribution to this.Release June 13, 2022
We are very excited to inform you we have transformed the Client Portal by implementing brand new designs!
New design
We have restyled all pages under the "Accounts" tab, including the portfolio valuation graph, the performance graph and the holdings overview. The cash flows page has been extended with easy to use date filters and the page contains a clear overview of totals which interact on the selected date range. All data can be downloaded in csv and excel format.
Sustainability
This section provides inside in the sustainability aspects of the portfolio. The section is presented when applicable for the selected portfolio and will show information (when applicable and relevant) on topics like environmental footprint (e.g carbon), ESG ratings and for example the impact on Sustainable Development Goals.Release April 12, 2022
Cash flows
The MyRobeco Client Portal has been extended with a new functionality: ‘Cash flows’. It is now possible to gain insights into all contributions and withdrawals from March 2021 in respect to your portfolio. These transactions are shown in the portfolio valuation graph on the Dashboard page, as well as on the new page titled ‘Cash flows’. Here it is possible to filter transactions on date range and download the selection to csv. Furthermore we summarize the top 5 largest contributions and withdrawals in a table which interacts with the accompanying graph.
Release October 21, 2021
Daily transactions data
Since the release of daily data for portfolio compositions and benchmarks in February, we are pleased to present daily data for transactions as well. The transactions page now provides data refreshed per day instead of per month. Also the download has been enriched with daily data, which makes it possible to retrieve detailed information about all portfolio transactions, refreshed on daily basis.
Release July 14, 2021
Reports
In order to have all reports in one place, we have removed the portfolio specific report section. All reports can now be found using the general ‘Reports’ section on top of the page.
We have extended and improved the filter functionality accordingly, so that account related documents, portfolio related documents or a combination of the two can be easily retrieved.
In case there are more than 50 reports available, we have implemented a button to show more documents.
Release June 2, 2021
Characteristics
All Fixed Income portfolios have been enriched with a ‘Characteristics’ tab. This new page contains a report consisting of the following portfolio characteristics:Option adjusted modified duration
Maturity
Yield to worst
Rating
The first three characteristics are visualized in line graphs, together with the benchmark. It’s possible to filter out a single date (drop down menu on the left), or to select a broader date range (slider on the right).
Release May 27, 2021
New holdings graphs
The graphs on the Holdings page have been restyled and extended. Next to the default Holdings allocation graph we offer three new graphs:
Active weight, Compare allocations and Compare active weightsThe Active weight graph allows to visualize the active position of the portfolio versus the benchmark (if applicable).
With the comparison graphs it’s possible to compare allocations and active weights of two different dates. The data of the two dates becomes visible when hovering above the holdings bars.
Holdings which were initially merged in category 'Other' can now be shown individually using the 'more' button.
All graphs can be filtered based on interest and the selection (or all data) can be downloaded to a csv file.
Bulk download
From now on it’s possible to download multiple documents at once. Go to the Reports section to individually select the preferred documents to download, or select them all in once (with a maximum of 100). With just a single mouse click a zip file will be generated and downloaded.
Release April 14, 2021
Portfolio valuation graph
In addition to the performance graph, the Dashboard page has been enriched with a ‘Portfolio valuation graph’. This new graph shows the daily development of the gross asset value of the portfolio.
Release February 1, 2021
Daily data Holdings
We are pleased to present daily data on the MyRobeco Client Portal as of today! Current data of portfolio compositions and benchmarks is now provided, and can be filtered on a per day instead of just monthly basis. This feature was introduced based on client feedback and was implemented with top priority, as we recognize transparency of information is important for both Robeco and our clients.
Notes:
Daily values are shown from September 1st, 2020 onwards. Before this point in time only monthly portfolio holdings are available, for now. Although it is possible to analyze portfolio information on a daily basis, some data points remain monthly;The performance graph and underlying performance figures are still based on monthly data.
Daily transaction data (which was already available), is still updated on a monthly basis.
If you have any questions on the use of MyRobeco Client Portal, please contact your Client Service representative.
Release January 21, 2021
Notifications
Report notification emails are enhanced with more detailed information about new reports available on MyRobeco:The amount of new reports is now divided over specific report types.
The concerning portfolios are shown.
There will be no email sent in case there are no new reports available.
Subscribing or unsubscribing for (Daily, Weekly or Monthly) notifications can be done on the Settings page.
Release June 29, 2020
Transactions
A new feature is available in the Transactions page of MyRobeco. This page now offers a visual and interactive representation on Transactions:Two interactive dashboards are now available (selectable in the top right section of the page): Transactions and Costs.
The Transactions dashboard provides interactive insights into Top Buys and Top Sells as well as Transaction value over time.
The Costs dashboard provides insights into costs per broker (only for Equity portfolios).
Each dashboard has interactive filters that allow users to zoom into transactions and to create a personalized view.
Release February 11, 2020
Feedback
As a user of MyRobeco, giving feedback is now only 1 click away. On the right side of the pages, a Feedback button has been placed, which can be used to share ideas for enhancements or to request new features.
Release December 6, 2019
Assign accounts
As a MyRobeco administrator it is now possible to assign specific accounts to users. This provides them the flexibility they need, especially for users who need access to reports on account level, but don’t have portfolios assigned to them.
Release June 20, 2019
User interface
An improved user interface is launched to make it easier for you to navigate through MyRobeco. The look & feel is totally redesigned in order to have a smooth user experience.
Favorite portfolio
You can now set a favorite portfolio, by clicking the star right next to the portfolio name in the navigation drop down . That portfolio will be your landing page the next time you log in.
Filter
You can now use a filter to scale down the list of available reports. This filter functionality is available on every report page.
Release May 15, 2019
Notification preferences
A new feature is available for setting your email notification preferences. You can find it under the 'Self service' section in the left-hand menu. Setting your preference gives you the option to select the frequency at which you’ll receive email notifications with a count of the new documents on MyRobeco. The default setting for this option is 'Unsubscribe', which enables you to opt-out.
Release March 27, 2019
Mutations
An overview of the mutations for your investment is now available as a download in the 'Mutations' section in the left-hand menu. You can select a date range and download an overview of the mutations as a CSV file.
Release October 30, 2018
Benchmarks
Benchmarks are now incorporated in the graph on the portfolio details page if the benchmark is available for the portfolio.
The benchmark information is not interactive and is not available to download.
Release October 16, 2018
Benchmarks
Preparations have been made to show the benchmarks details of a portfolio. For now, this results in changing colours of the portfolio details graph. In the next release we expect to show the benchmark when it is available for a portfolio. New export functionality for the portfolio details (as a CSV file) based on the selection made in the graphs. In the document sections in MyRobeco the upload date of documents are displayed as an alternative for the publication date. Visual improvements for a better mobile experience.
Export to CSV
New export functionality for the portfolio details (as a CSV file) based on the selection made in the graphs.
Upload
In the document sections in MyRobeco the upload date of documents are displayed as an alternative for the publication date.
User administration
MyRobeco administrators can add, block and delete users and assign and deassign portfolios to these users. Therefore, they can decide which employees within the client’s company are allowed to see which portfolios and account information and reports. As a rule, Robeco does not know exactly who in a client’s company has been assigned these permissions; nor does it have much information on movers, leavers and joiners at the client’s company. The Self Service Administration Tools are an important and helpful instrument for our clients.
Go to the Administration menu option in the top-right dropdown menu.
If no users are available yet, select the Add user button to open the Create user dialogue. Fill in the requested username and email fields and select the portfolios which should be made available for the user. The email address must be valid for your company’s email domains. To prevent access from unauthorized email-domains, this means you can only select a domain from a business domain list approved by Robeco.
The user will be notified via an ‘onboarding email’ with instructions on how to set up the Multi Factor Authentication and log in to MyRobeco for the first time. More information can be found in the administrator manual.Go to the menu option Administration on the top-right dropdown menu. Select the user and click the Edit user icon on the right side of the user list. You can edit the user’s status to block/unblock them by clicking the appropriate button. The user’s permissions will then be revoked and their access to MyRobeco will be blocked until it is reactivated (unblocked). More information can be found in the administrator manual.
Go to the Administration menu option in the top-right dropdown menu. Select the user and click the Edit user icon on the right side of the user list. You can remove the user by clicking the Delete button. The user will be permanently removed from the authorized user list and they will no longer be able to access the portal. More information can be found in the administrator manual.
Support
The MyRobeco application relies on a number of technical components. It is designed as a web application, so to use MyRobeco you will need an up-to-date web browser and authorization from your system administrator. If you have any technical questions about the use of MyRobeco, the authentication/authorization login procedure or gaining access, please contact MyRobeco support.
The data shown on MyRobeco is derived from Robeco’s reporting systems. If you have any questions about that data or the reports that are available for download, please contact your Client Services representative. You can find the contact details on the Dashboard page or send an email to Client Service.
What should I do?
MyRobeco presents data from several source systems and sometimes technical errors may occur. If this is the case, you might see an error message. To enable us to resolve such unexpected errors, please share your experience with the Development Team by contacting your Client Service representative and providing as much detail as possible.
What could be wrong?
Access to the MyRobeco relies on regular login activity with an authorized account. If a user account isn’t used for six months, it will be blocked. To regain access, please contact your company’s administrator.
Account / Portfolio
Your company’s administrator is authorized to assign rights to view accounts and portfolios available to them. If you think there are more portfolios available within the company’s environment but can’t see them, please contact your MyRobeco administrator. If the administrator doesn’t have access to them, they should contact Client Service.
A wide range of reports is available for institutional clients investing in Mandates. The reports that are configured for you as a client will depend on the contractual agreements made during onboarding. These reports are in XLS or PDF format and available for download. Please contact your sales or Client Service representatives if you have any questions about the reports available.
In addition to reports, you can download data files (CSV) for the portfolio holdings and portfolio mutations (date range). These are available in two forms: as a complete set or based on a selection based on portfolio position category (holdings) or date range (mutations).A favorite portfolio is the one which will be automatically selected each time you log in to the Client Portal.
In the portfolio dropdown list, click on the star symbol next to the portfolio you want to set as favorite.
In accordance with our Product Information Transparency policy, MyRobeco provides portfolio position data as of month-end when reporting is delayed. This ensures transparency without compromising the integrity of our investment process and guarantees equal treatment for all clients and investors, maintaining a level playing field. Our reporting is tailored to meet the needs of all target groups, while ensuring the confidentiality of individual client and employee information. This approach safeguards fairness and protects the fund’s performance.
Logging in
Access to MyRobeco can be granted by an administrator from your own company. This person will be authorized to assign and deassign users within your company, therefore they can add colleagues as users of MyRobeco and assign access to the accounts/portfolios accessible to them.
Because your personal access relies on two-factor authentication that helps secure the company’s portfolio data, you will need a mobile phone to set up Multi Factor Authentication. The user guide provided by your administrator explains the login procedure and how to set up your mobile phone.How can I reset it and create a new one?
If you have forgotten your password, you can request a password reset link by clicking on ‘Don’t remember your password’ on the initial login screen.
I have forgotten my Multi Factor Authentication (MFA) access details or I have a new mobile phone.
If you have forgotten your MFA access code or lost/replaced your mobile phone, your MyRobeco administrator should be able to help you out. They can delete-recreate a new account to kick-off the initial onboarding process and restart the mobile phone initialization process.
How can I set my new password?
In the event of link expiration after the 28-day validity period, kindly request a new one by clicking on “login in for professional investors” and select “Forgot password?”. Submit your email address and click “Continue”. Next, you will receive an email confirming your request, along with a secure link to change your password.
Developer API
Robeco is constantly investing in adding business value for clients through digital exposure to data, products and services. An example is a recent innovation project that provides secure internet access to client-specific data. The technology used is REST/Json Application Programming Interfaces (APIs). Due to the confidential nature of the client data involved, API access is restricted to explicitly authorized users. Both user authentication and data authorization are secured using the latest security standards and technology. All data presented on the MyRobeco is retrieved through APIs and as such serves as a good example of the data that is available and what can be achieved (e.g. portfolio data).