Robeco launches new flexible allocation strategy

Written by Michael Griffiths

25/09/2024

Robeco has added to it its multi-asset proposition by launching a flexible allocation strategy, to complement its existing multi-asset allocation strategies.

The investment decisions for the new strategy will not be anchored by a traditional benchmark, the asset management firm revealed.

Instead, it has an “outcome-focused” approach by targeting cash plus 4% on an annual basis. Robeco said that any returns would aim to outpace inflation, protecting and increasing the real value of investments.

The asset manager added that the new strategy, which is the fourth in the group’s multi-asset range, focuses on the retail or wholesale investor with a “mid-range” risk appetite and has a standard five-year investment horizon for returns.

“Many investment strategies are focused on a benchmark,” head of multi asset strategies at Robeco, Colin Graham, said. “We believe our clients don’t start their investment journey with a benchmark, but with an investment goal.

“Therefore, the central focus of this is achieving an annual return of cash plus 4% return at a medium risk level. However, we’re turning this around by using some of the best underlying security selection from across Robeco, whether that’s from the equity side or credit selection.”

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