Robeco joins forces with Credit Suisse AM to boost factor indices

Netherlands-based funds manager Robeco has joined forces with Credit Suisse Asset Management (CSAM) in a move to further boost its multi-factor equities index proposition.

The partnership agreement will, according to Robeco, strengthen the firm’s delivery of its factor index expertise to international investors, as well as enabling it to compete with major peers in the smart beta index space.

Robeco developed its first tailored multi-factor equities index solutions in 2014.

According to the firm, these indices are “designed to provide efficient exposure to four proven factor premiums: value, momentum, quality, and low-volatility.”

S&P Dow Jones serves as calculation agent for the indices, which run on seven “different broad investment universes” and are “based on Robeco’s proprietary stock ranking and index construction methodology.”

According to Valerio Schmitz-Esser, head of CSAM Index Solutions, there has been “an increasing shift towards passive investments, whereby a newer aspect of this trend are portfolios based on specialised indices, made possible by recent advances in indexing and replication.”

A subsidiary of ORIX Corporation Europe NV, Robeco had €162 billion in assets under management at the end of last year.

©2019 funds europe

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