Robeco overhauls multi-asset strategy with focus on sustainability

Asset manager Robeco has launched a strategic overhaul of its multi-asset proposition, rebranding its offerings with a focus on sustainability and flexibility.

Multi-Asset Income is now Sustainable Income Allocation, Multi-Asset Sustainable is now Sustainable Diversified Allocation and Multi-Asset Growth is now Sustainable Dynamic Allocation.

From sustainability risk to sustainable investment strategy

This strategic realignment aims to enhance transparency for clients invested in the retail funds, while also boosting the flexibility of the funds to adapt to changing market dynamics, shared Robeco.

The transition from a ‘fund-of-funds’ model to a ‘line-by-line’ structure signifies a pivot towards more efficient risk management and tactical trade implementation in line with industry trends, said the asset manager.
This shift allows for active management of regional biases, factor exposures and liquidity while streamlining portfolio completion requirements, it added.

Integral to the revamped strategy is the promotion of investments aligned with the Sustainable Development Goals, with the funds’ strategic asset allocation informed by Robeco’s ‘5-year Expected Returns’, which explicitly factors in the impact of climate change on asset class returns.

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Remmert Koekkoek, head of multi-asset solutions at Robeco, commented: “We’ve made these strategic changes to offer investors the best mix of Robeco’s strategies across quant, fundamental, and thematic approaches. The sustainability focus has been intensified, aiming for the optimal balance between risk, return and sustainability.”

Colin Graham, portfolio manager multi-asset solutions at Robeco, added: “We’re committed to sustainable investing without compromising performance, hence the benchmarks for performance measurement remain unchanged. Additionally, the new setup provides transparency for clients to assess sustainability credentials and verify labels.”

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