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Robeco
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Robeco is an originally Dutch asset management firm, since 2013 part of Orix, founded in 1929 as the Rotterdamsch Beleggings Consortium (Rotterdam Investment Consortium). As of 2024, the company had €197 billion of assets under management. It was acquired in 2001 by the Rabobank Groep and sold in 2013 to ORIX Corporation.[2]
Key Information
Robeco offers assets management services to both institutional and private investors. The funds for private investors are available through Robeco itself and other financial institutions.
History
[edit]In 1929, a group of businessmen from Rotterdam founded the Rotterdamsch Beleggings Consortium (Rotterdam Investment Consortium) and the Robeco fund. The portfolio is diversified globally over the Netherlands, other European countries, North and South America, and the Dutch East Indies.[3]
The company had a startup capital of almost 2 million guilders, but by mid-1932, less than half was left.[4] The company managed to survive the 1930s and grew during World War II by heavily investing in the United States. During WWII, from 1940 to 1945, almost half of the portfolio was invested in the US.[5]
As a result, Robeco’s assets increased by almost 90% between 1939 and 1946.[6] Robeco introduced a share-saving system, allowing people of more modest means to save up for Robeco shares in 1953.[7] New listings were established in Paris (1959), Brussels (1960), London (1962) and numerous other European financial centers. Listings are also obtained in Hong Kong (1971) and Tokyo (1976).[8] In 1963, Robeco became one of the first foreign investors to enter the Japanese stock market.[9]
Rolinco, a second mutual fund for investors more interested in capital growth than taxable dividend, was founded in 1965. Robeco Group is also founded.[10] The company became the largest mutual fund in Europe in 1969.[11] Rorento, Robeco’s first bond fund, was founded in 1974 as an answer to the oil crisis in 1973.[12] Robeco opens offices in various European countries, including France, Luxembourg and Switzerland in the 1980s.[13]
The company started a close cooperation with the Rabobank in 1990, which would eventually lead to the takeover of Robeco by the Rabobank in 2001.[14] Robeco DuurzaamAandelen [Sustainable Equities], the first sustainable equity fund launched by a Dutch mainstream asset manager, was introduced in 1999.[15] The following year, Robeco North America acquired Urban Shopping Centers.
In 2001, Robeco Group acquired Harbor Capital Advisors, an American provider of investment funds. Harbor selects the most suitable manager for each of its funds externally and outsources portfolio management to it.[16] Robeco North America sold all of its Urban Shopping Center investments in 2002, and acquired a 60% interest in Boston Partners, a value-equity manager based in Boston.[17] The remaining shares were acquired in 2003.[13]
Also, in 2002, Robeco Group acquired a 49% interest in Transtrend, a Rotterdam-based managed-futures trader with a track record going back to 1990.[18] The remaining shares were acquired in 2007.[19]
Robeco Sustainable Private Equity was introduced in 2004 as the first sustainable private-equity fund of funds in the world, developed in cooperation with Rabobank.[15] The company opened an office in Tokyo, Japan in 2005.[20]
Robeco Clean Tech Private Equity II, an investment program aimed at clean-tech private-equity funds and co-investments, was developed in cooperation with Rabobank in 2006.[15] That year, Robeco signed the United Nations’ Principles for Responsible Investment.[21] The company also joined the Enhanced Analytics Initiative, a group of international asset owners and asset managers who work together to encourage investment research that considers the impact of extra-financial issues on long-term company performance.[22]
Robeco acquired a 64% stake in Swiss based Sustainable Asset Management. SAM Group and Robeco Group join forces, which gives them a strong position in the market for sustainable investment.[23]
For the Belgian market, Robeco Bank Belgium is sold to Kaupthing Bank Luxembourg in 2007.[24] Robeco opened regional offices in Hong Kong for Mainland China, Hong Kong, Taiwan and Singapore. In 2009, Roderick Munsters became CEO of the company.[25]
In 2010, Robeco implemented an integrated sustainable investment policy. In future, factors relating to the environment, society and good corporate governance will be fully taken into account in investment decisions. Robeco also introduced an exclusion policy; no investments will be made in certain companies, such as producers of controversial weapons such as cluster bombs.
In 2013, Rabobank Group announced that it was looking into the "strategic options" for its subsidiary Robeco Group as part of a strategic reorientation.[26] In February 2013, Rabobank announced the sale of Robeco Group to ORIX Corporation of Japan. ORIX acquired about 90.01% of the equity in Robeco Group from Rabobank for €1,935 million (JPY 240.2 billion).[27][28]
In September 2015, Munsters stepped down as CEO and was replaced by David Steyn.[29]
ORIX acquired the remaining 10% of Robeco in 2016, and introduced a new organisational structure for the company. Robeco Group became a holding entity with various asset management subsidiaries such as Boston Partners, Harbor Capital Advisors, Transtrend, RobecoSAM and Robeco.[30]
Makoute Inoue, the Japanese CEO of ORIX, is in charge of the holding company following approval by the regulator. Board member Leni Boeren leads the structural change and leaves Robeco when this process is completed. Gilbert Van Hassel is appointed CEO and Chairman of the Board of Robeco Institutional Asset Management in September.[31]
In 2018, Robeco Group rebranded as ORIX Corporation Europe.[32]
The development of the amount of asset under management (AuM) of Robeco Group was as follows:[33]
| Year | AuM (in € m) |
|---|---|
| 24 March 1934 | 0.5 |
| 1939 | 6.8 |
| 1949 | 20.9 |
| 1959 | 248.2 |
| 1969 | 2,030 |
| 1978 | 4,629 |
| 1 July 1987 | 15,880 |
| 1999 | 85,400 |
| 2008 | 110,700 |
| 2009 | 134,900 |
| 2010 | 149,600 |
| 2011 | 150,300 |
| 2012 | 189,000 |
| 2013 | 205,000 |
| 2014 | 246,000 |
| 2015 | 268,000 |
| 2016 | 281,000 |
In May 2016, it was decided to separate the activities of the subsidiaries - including Robeco - from those of Robeco Group. The figure below provides an overview of the assets under management (AuM) of Robeco since 2017:
| Year | AuM (in € b) |
|---|---|
| 2017 | 150 |
| 2018 | 167[34] |
Performance
[edit]The stocks managed by Robeco performed better than the benchmark over the period 2004-2006, beating the benchmark on average with 0.89%. However performance was weaker over 2006 than it was over 2004 and 2005. The bonds managed by Robeco performed below the benchmark. In 2016, 69% of the funds outperformed the benchmark over a three-year period. The comparable figure for 2015 was 74%. In 2017 79%, and in 2018 51% of the funds outperformed the benchmark over a three-year period.[35]
Global presence
[edit]Robeco currently has offices in the following countries;[36]
Netherlands International headquarters; Robeco Institutional Asset Management
Australia Robeco Hong Kong Ltd (Sydney)
China Robeco Greater China and South East Asia (Hong Kong)
France Robeco France (Paris)
Germany Robeco Germany (Frankfurt)
Japan Robeco Japan clients (Tokyo)
Spain Robeco Spain (Madrid)
UAE Robeco Middle East (Dubai)
Switzerland Robeco Switzerland (Zurich)
United Kingdom Robeco UK (London)
Robeco Institutional Asset Management U.S.
Headquarters
[edit]Since 2016, Robeco is headquartered in the newly built 128-meter-tall (420 ft) FIRST Rotterdam office tower in the Rotterdam Central District. Before, the headquarters were located in the 95-meter-tall (312 ft) Robeco toren in Rotterdam on the corner of the Coolsingel and Blaak.[37]
References
[edit]- ^ a b "RIAM Annual Report 2018" (PDF). Robeco.com. 21 June 2019.
- ^ Rabobank press release ORIX completes acquisition of Robeco, 1 July 2013
- ^ Slot, B.M.J., Iedereen kapitalist, Amsterdam, 2004, p 130
- ^ Duijn, J.J. van, Met gemak betrouwbaar beleggen, Zutphen, 2004, p 9-20
- ^ Slot, B.M.J., Iedereen kapitalist, Amsterdam, 2004, p 129-130
- ^ Duijn, J.J. van, Met gemak betrouwbaar beleggen, Zutphen, 2004, p 59
- ^ Slot, B.M.J., Iedereen kapitalist, Amsterdam, 2004, p 198; Duijn, J.J. van, Met gemak betrouwbaar beleggen, Zutphen, 2004, p 66-68
- ^ Duijn, J.J. van, Met gemak betrouwbaar beleggen, Zutphen, 2004, p 71
- ^ Slot, B.M.J., Iedereen kapitalist, Amsterdam, 2004, p 257
- ^ Slot, B.M.J., Iedereen kapitalist, Amsterdam, 2004, p 248
- ^ Duijn, J.J. van, Met gemak betrouwbaar beleggen, Zutphen, 2004, p 102
- ^ Duijn, J.J. van, Met gemak betrouwbaar beleggen, Zutphen, 2004, p 109-110
- ^ a b "Robeco.com - Extended History". Archived from the original on 2007-05-17. Retrieved 2008-09-09.
- ^ Duijn, J.J. van, Met gemak betrouwbaar beleggen, Zutphen, 2004, p 151-152
- ^ a b c IPE, August 2007, p 23
- ^ "Boston Business Journal". Boston Business Journal. 19 July 2002.
- ^ Boston Business Journal, 19 July 2002
- ^ FEM Business, 1 December 2007, p 38
- ^ Het Financieele Dagblad, 2 March 2007
- ^ Robeco Groep N.V. - Annual Report 2005. 2006. p. 48.
- ^ "Signatories". PRI.
- ^ "Archived copy" (PDF). Archived from the original (PDF) on 2009-03-20. Retrieved 2008-09-09.
{{cite web}}: CS1 maint: archived copy as title (link) - ^ "Financial News - Setting the agenda for the City".
- ^ "Euroinvestor". www.euroinvestor.dk.
- ^ "Investment adviser Robeco names new CEO". Reuters. 2009-05-25. Retrieved 2021-05-12.
- ^ Investments & Pensions Europe Rabobank exploring 'options' for Robeco, including sale, 27 April 2012
- ^ Rabobank press release ORIX acquires Robeco, 19 February 2013
- ^ "Japan's ORIX acquires Robeco from Rabobank". www.internationalinvestment.net. 2013-02-19. Retrieved 2021-05-12.
- ^ Preesman, Leen (2015-09-22). "Robeco appoints successor to CEO Roderick Munsters". IPE. Retrieved 2021-05-12.
- ^ "Robeco Groep changes name". www.spglobal.com. Retrieved 2021-05-12.
- ^ "Robeco gaat op de schop". Financieel Dagblad. 17 May 2016. Retrieved 28 June 2019.
- ^ "Robeco Group rebranded as Orix Corporation Europe". Investment Europe. 5 January 2018.
- ^ Zestig jaar Robeco 1929-1969. Robeco Groep, Rotterdam 1990 and annual reports Robeco Groep
- ^ "Robeco Institutional Asset Management B.V. 2018 Annual Report" (PDF). Robeco. March 21, 2019. Retrieved July 5, 2019.
- ^ "RIAM Annual Report 2018" (PDF). Robeco. 21 March 2019. Retrieved 28 June 2019.
- ^ "Robeco.nl - Wereldkaart". Archived from the original on 2008-11-15. Retrieved 2008-10-17.
- ^ Robeco groeit aan Coolsingel in ‘doodsquist’ uit zijn jasje - dinsdag 12 februari 2008 - DePers.nl
Robeco
View on GrokipediaCompany Background
Founding and Early Development
Robeco was founded in 1929 in Rotterdam, Netherlands, as the Rotterdamsch Beleggings Consortium (RBC) by a group of local businessmen seeking to offer collective investment options amid the economic turmoil following the Wall Street Crash.[6][7] The initiative aimed to pool resources from individual investors, particularly retail participants, to mitigate risks in volatile markets and provide accessible entry into securities.[8] This structure marked an early effort in Europe to democratize investing during the onset of the Great Depression, with the consortium focusing on diversified portfolios to protect capital.[9] In its formative years, Robeco emphasized collective investment funds tailored for retail investors, becoming a pioneer in introducing open-end mutual funds to the European market. The company's first fund, Robeco NV, an equity mutual fund, was launched on March 24, 1933, allowing investors to buy and redeem shares at net asset value, which facilitated broader participation compared to closed-end alternatives prevalent at the time.[10][11] Under the leadership of its inaugural director, Wim Rauwenhoff, who served from 1933 to 1960, the firm navigated initial hurdles by emphasizing prudent, research-driven selections amid the lingering effects of the Depression.[12] The Great Depression posed significant challenges, as global market collapses limited capital inflows and tested the consortium's viability in its early operations. During World War II, Robeco faced further disruptions from the occupation of the Netherlands and impacts on local markets, yet it endured by shifting investments heavily toward the United States, which provided stability and growth opportunities outside the war zone.[13] Postwar reconstruction in Europe fueled expansion in the 1950s, with Robeco introducing innovative share-saving plans that enabled smaller investors to accumulate stakes gradually, capitalizing on the economic recovery and rising prosperity.[13] By the 1960s, following Rauwenhoff's tenure, the firm transitioned toward more formalized professional asset management practices, incorporating advanced analytical approaches to handle increasing institutional demand and evolving market complexities.[12]Ownership and Corporate Structure
Robeco, originally an independent Dutch asset management firm founded in 1929, underwent a significant ownership shift in 2001 when it was acquired by Rabobank Groep, the Dutch cooperative banking group. This acquisition, completed in February 2001 following a strategic alliance that began in 1991, positioned Robeco as Rabobank's primary asset management subsidiary, integrating the bank's investment fund operations and other asset management divisions under its umbrella to streamline services for institutional and private clients.[2] In 2013, Rabobank sold a 90.01% stake in Robeco to Japan's ORIX Corporation for approximately €1.94 billion, marking Robeco's transition to a subsidiary of the international financial services group while retaining its management team and operational independence. ORIX acquired the remaining shares from Rabobank in 2016, establishing full ownership through its European holding company, ORIX Corporation Europe N.V., which serves as the parent entity for Robeco Holding B.V. This structure allows Robeco to leverage ORIX's global resources while maintaining its focus on active investment management.[14][3] Today, Robeco operates primarily as Robeco Institutional Asset Management B.V. (RIAM), a key entity within the group managing assets for institutional investors, with over 1,000 employees across its operations as of 2024. The company's supervisory board includes representatives from ORIX, such as Stan Koyanagi, alongside independent members to ensure balanced oversight, emphasizing autonomous investment decision-making free from direct parent company interference in portfolio strategies. Robeco complies with regulatory requirements from the Dutch Authority for the Financial Markets (AFM) and international bodies like the U.S. Securities and Exchange Commission (SEC) for its global activities, upholding standards in areas such as anti-money laundering and client protection.[15][16][17]Investment Philosophy and Services
Core Strategies and Approaches
Robeco employs an active investment style that integrates quantitative and fundamental analysis to drive decision-making across its portfolios. The firm leverages proprietary models for stock selection, which incorporate factors such as value, momentum, and quality to identify undervalued or high-potential securities while mitigating risks like value traps.[18] These models are complemented by fundamental research, enabling a balanced approach that combines data-driven insights with in-depth company and market analysis.[19] At the core of Robeco's strategies is factor investing, where the firm systematically exploits premiums from factors including low volatility, size, and profitability to achieve long-term outperformance relative to benchmarks. This rules-based methodology is applied across equity and fixed income asset classes, with proprietary risk models ensuring controlled tracking error and dynamic adjustments to market conditions.[20] Robeco's multi-asset solutions further diversify this approach by allocating across equities, bonds, and select alternatives, using integrated optimization techniques to balance risk and return.[21] The firm's product offerings span institutional mandates, mutual funds, exchange-traded funds (ETFs), and alternative investments, catering to diverse client needs while emphasizing long-term alpha generation. As of June 2025, Robeco manages over €200 billion in assets under management through these vehicles.[4] This "investment engineering" philosophy distinguishes Robeco by fusing advanced data science with traditional investment research, fostering innovative yet disciplined strategies. Sustainability considerations are briefly integrated into many approaches to align with broader client goals, though dedicated ESG overlays are addressed separately.[22]Sustainability and ESG Integration
Robeco has been a pioneer in sustainable investing, becoming one of the first asset managers to sign the United Nations Principles for Responsible Investment (UN PRI) in December 2006, shortly after the initiative's launch. This commitment underscores the firm's early recognition of the importance of incorporating environmental, social, and governance (ESG) factors into investment decisions to promote long-term value creation and risk mitigation. As a signatory, Robeco has consistently reported high scores in UN PRI assessments, achieving A+ ratings in multiple categories for its overarching approach to responsible investment. Complementing this, Robeco developed a proprietary integrated sustainability investing framework that embeds ESG analysis across its investment processes, emphasizing financially material issues to inform portfolio construction and enhance returns while addressing societal challenges. The firm's ESG integration methods are multifaceted, beginning with robust exclusion policies that screen out companies involved in controversial sectors such as tobacco production, controversial weapons, and thermal coal mining, as well as those operating in high-risk countries like Belarus or those engaged in Arctic drilling and tar sands extraction. These policies, detailed in Robeco's publicly available exclusion list, ensure alignment with international standards like the UN Global Compact and ILO conventions, preventing investment in entities that fail to meet minimum ethical thresholds. Beyond exclusions, Robeco practices active ownership through a dedicated team that conducts collaborative engagements with company management on ESG issues—such as emissions reduction and biodiversity protection—and exercises proxy voting rights at shareholder meetings, with quarterly reports documenting over 200 engagements and thousands of votes annually to influence corporate behavior. Additionally, the firm pursues impact investing in targeted themes, notably climate transition strategies like the Robeco Global Climate Transition Equities fund, which focuses on companies contributing to the Paris Agreement goals by reducing portfolio carbon intensity and supporting low-carbon technologies. Key initiatives have further solidified Robeco's sustainability leadership, including its long-standing collaboration with RobecoSAM Sustainable Asset Management, a specialist ESG boutique acquired in 2006 and integrated fully by 2020 when it was rebranded as Robeco Switzerland Ltd. to streamline operations and enhance proprietary research capabilities. Robeco also publishes annual sustainability and stewardship reports that track progress on key metrics, such as portfolio carbon footprint reductions; for instance, the firm has committed to a 50% reduction in financed emissions by 2030 from a 2018 baseline, with ongoing monitoring of Scope 1, 2, and 3 emissions across asset classes to drive real-world decarbonization. In November 2025, Robeco released an updated Climate and Nature Transition Plan outlining interim targets for 2025–2030 to advance its net-zero emissions goal by 2050.[23] This approach aligns with Robeco's mission to deliver financial returns while advancing societal well-being, as evidenced by the integration of ESG factors into 98% of its assets under management (AUM) by the end of 2024, encompassing equities, fixed income, and alternatives. By prioritizing sustainability as a core driver of investment decisions, Robeco enables clients to achieve dual objectives of performance and positive impact, with frameworks like the SDG Framework assessing company contributions to the UN Sustainable Development Goals to guide allocations toward solutions-oriented investments.Global Operations
Headquarters and Infrastructure
Robeco's headquarters is situated at Weena 850 in Rotterdam, Netherlands, serving as the primary base for its operations.[24][4] The facility occupies the FIRST Rotterdam building, a modern multi-tenant office tower completed in 2015 and designed with a focus on connectivity and sustainability.[25] This campus-style structure features a central atrium with open staircases and collaborative meeting areas on multiple floors to foster employee interaction.[26] The headquarters incorporates energy-efficient infrastructure aligned with Robeco's sustainability commitments, including a BREEAM-NL 'Excellent' certification for new construction, LED lighting throughout, a thermal energy storage system for heating and cooling, and a grey water circuit utilizing rainwater for non-potable uses.[27] These features have contributed to a 33% reduction in electricity consumption from 2019 to 2022, with ongoing targets for a 35% cut in operational emissions by 2025.[27] Internally, the building supports advanced IT systems tailored for quantitative modeling, enabling the firm's research in algorithmic investment strategies.[28] Employee amenities emphasize collaborative workspaces, including open-plan areas and dedicated zones for portfolio management, client services, and administration teams.[26] As the founding city of Robeco in 1929, Rotterdam holds historical significance and functions as the central hub for European operations, including regulatory compliance under Dutch financial authorities. The headquarters accommodates core functions such as in-house quantitative research and trading activities, supporting a workforce that forms a substantial portion of Robeco's approximately 1,000 global employees.[29] From this base, the firm coordinates broader global expansion efforts.[16]International Presence and Offices
Robeco operates 15 offices worldwide as of 2025, spanning Europe, Asia, and the Americas to support its global client base.[30] These locations facilitate direct engagement with institutional investors and enable localized service delivery. The company's international expansion reflects its strategy to grow beyond its Dutch roots, with a focus on key financial hubs. In Europe, Robeco maintains prominent offices in Paris at 36 Rue Marbeuf, London, and Zurich at Josefstrasse 218, where it has served clients since 1972 as a FINMA-licensed asset manager.[31] These hubs support operations across the continent, leveraging proximity to major pension funds and regulatory centers. In the Americas, the firm has a presence in Boston, serving as the U.S. headquarters for investment management, and New York at 230 Park Avenue, Suite 3330, targeting institutional clients.[32] Asia represents a core area of expansion, with offices in Hong Kong at 27/F, Man Yee Building, 68 Des Voeux Road Central; Shanghai at 16F, Hang Seng Bank Tower; and Tokyo, where Robeco leverages ties to its parent company ORIX Corporation's headquarters to enhance regional operations.[14] Growth in the Asia-Pacific region has accelerated since ORIX's 2013 acquisition of Robeco, including the establishment of a Singapore office in 2016 and its relocation to a larger facility at Marina One East Tower in 2025 to accommodate expanding activities.[33] In the Middle East, the Dubai office at Gate Village Building 7 provides tailored services, such as Sharia-compliant investing options developed through partnerships like the 2012 $600 million food and agriculture fund with the Islamic Development Bank.[34] The firm serves a diverse global clientele, including institutional investors, pension funds, and wealth managers, with total client assets reaching €211.7 billion as of June 30, 2025, a substantial portion derived from non-Dutch sources amid its international distribution efforts.[4]Performance and Impact
Historical Track Record
Robeco demonstrated consistent outperformance against Dutch indices during the post-war economic recovery in the Netherlands.[35] In the 1980s, Robeco expanded beyond domestic assets to include U.S. and European exposures, marking a shift toward internationalization. Assets under management grew significantly from 1980 to 2000, reflecting strong inflows from institutional clients amid Europe's economic integration.[36] Key periods of resilience included the 2008 financial crisis, where Robeco's diversified portfolios mitigated losses through balanced allocations across asset classes and geographies. Equity strategies experienced drawdowns but recovered faster than peers, supported by active risk management. Quantitative research at Robeco began in 1995, with the launch of quantitative equity strategies in the early 2000s, which introduced systematic models for factor-based selection and enhanced risk-adjusted performance. This innovation allowed Robeco to systematically capture premiums from value, momentum, and low-volatility factors, contributing to outperformance in subsequent decades.[37] In comparison to Dutch pension peers like ABP and APG, Robeco's strategies showed comparable long-term returns but with greater emphasis on active alpha generation in global mandates.[38]Recent Financial Results and Metrics
In 2024, Robeco achieved significant growth in its assets under management, reaching €201.8 billion by year-end, up from €170.9 billion at the beginning of the year, while total client assets expanded to €214.1 billion. This increase was primarily fueled by €25.0 billion in market appreciation and €5.9 billion in net inflows, largely from institutional mandates. The firm's performance was robust, with 63% of managed and sub-advised portfolios outperforming their benchmarks over the three-year period ending December 2024, compared to 43% for the single year. Revenue from management fees stood at €601 million, reflecting higher average assets under management relative to the €573.3 million recorded in 2023.[1] Key performance metrics highlighted Robeco's strength in sustainable investing, where 98% of strategies incorporated ESG factors, encompassing €209.8 billion in assets—a 18.9% year-over-year increase. Sharpe ratios for select sustainable funds ranged from 0.66 for the Robeco QI Global SDG & Climate Conservative Equities to 0.83 for the Robeco Sustainable Global Stars Equities and 2.2 for the Robeco QI Emerging Conservative Equities, averaging 0.8 to 1.2 across representative portfolios and demonstrating competitive risk-adjusted returns. Emerging markets strategies exhibited strong post-pandemic recovery, with assets exceeding €41 billion and growing 39.2% in 2024, building on gains from 2021 to 2023 amid global economic rebound. In fixed income, inflation pressures from 2021 to 2023 influenced performance, yet credit strategies maintained outperformance over rolling three-year periods through 2024, particularly in global and emerging credits.[1][39][40][15] Client outcomes underscored Robeco's alignment with sustainability objectives, as ESG integration featured in the vast majority of outperforming portfolios, supporting decarbonization targets across €108.4 billion in client assets focused on equities and corporate bonds. The firm recorded a client satisfaction score of 4.5 out of 5 through its Voice of the Client program, indicating strong institutional relationships and retention dynamics in a competitive landscape. These results positioned Robeco favorably amid post-pandemic market volatility, with sustainable funds contributing to broader portfolio resilience. As of June 2025, assets under management reached €201.9 billion.[1][4]| Metric | 2024 Value | Comparison to 2023 | Source |
|---|---|---|---|
| Assets Under Management (AUM) | €201.8 billion | €170.9 billion (start of 2024) | Integrated Annual Report 2024 |
| Total Client Assets | €214.1 billion | €180.6 billion (start of 2024) | Integrated Annual Report 2024 |
| Net Inflows | €5.9 billion | N/A | Integrated Annual Report 2024 |
| Portfolio Outperformance (3-Year) | 63% | N/A | Integrated Annual Report 2024 |
| ESG-Integrated Assets | €209.8 billion | +18.9% growth | Integrated Annual Report 2024 |
| Management Fee Revenue | €601 million | €573.3 million | Integrated Annual Report 2024 |