Robeco pitches Enhanced Indexing strategy to instos. Robeco has launched a new systematic strategy for institutional investors, designed to manage the Australian index's overconcentration in banks and miners. Mercer Australia has halved the number of fixed income fund managers in its sovereign bond fund strategy, retaining just Challenger Life and Macquarie Investment Management. Further Reading FINANCIAL ADVICE ASSOCIATION AUSTRALIA A family man, business owner, cricket fanatic and financial adviser, David Sharpe has many facets. One of his biggest legacies, as he steps down as chair of the Financial Advice Association Australia, is leaving the profession stronger than he found it.

Momentum Investments and Robeco expand strategic partnership in Southern Africa. Renewed agreement strengthens quantitative investing capabilities and extends benefits through Curate Investments Momentum Investments and Robeco have renewed and expanded their strategic partnership, reinforcing a relationship that has successfully combined global quantitative investment expertise with local market insights since 2023. The renewed agreement reflects the continued value created for investors and introduces new opportunities to enhance access to world-class quantitative investment capabilities across Southern Africa. The original partnership provided Momentum Investments with access to Robeco's quantitative equity portfolios, research support and exclusive distribution rights within the Southern African Development Community (SADC), while facilitating the exchange of global best practices and investment insights. The renewed agreement builds on this foundation and now formally includes Curate Investments, which now has exclusive access to Robeco's quantitative equity capabilities for the South African retail discretionary fund management market. Curate is part of Momentum Investments but prides itself on being a global asset manager with a unique range of unit trusts. Curate handpicks specialist investment managers to manage its fund range, and selected Robeco to manage two of Curate's global equity funds: the Curate Global Emerging Markets Equity Fund and the Curate Global Sustainable Equity Fund. Robeco brings a highly systematic, research-driven approach to Curate's fund range, providing a differentiated source of global equity exposure alongside the more traditional active managers. Importantly, investors can access Robeco's capabilities through both dollar-denominated funds and local feeder funds, giving advisers flexibility in how they construct portfolios. This partnership further strengthens Momentum Investments' ability to provide advisers and investors with innovative, evidence-based investment solutions backed by one of the world's leading quantitative investment managers. Since the partnership was established, the collaboration has deepened portfolio integration of local and global investment capabilities, enabling closer alignment of investment philosophies, research processes, and portfolio construction approaches. Mike Adsetts, Global Chief Investment Officer of Momentum Investments, said: "Over the past three years, our partnership with Robeco has delivered meaningful strategic and investment benefits to our business and our clients. The renewal reflects our shared commitment to innovation, longterm investing excellence and bringing leading global investment capabilities to Southern African investors. The inclusion of Curate marks an exciting new chapter that enhances our ability to serve the growing needs of financial advisers and retail investors." Robeco is internationally recognised as a leader in quantitative and sustainable investing, with decades of experience applying advanced data analytics, systematic investment processes and rigorous research to portfolio management. The collaboration enables Momentum Investments to continue leveraging these capabilities while benefiting from ongoing knowledge sharing and research support. Anton Eser, Chief Investment Officer at Robeco, said: "Our relationship with Momentum Investments has developed into a strong strategic partnership built on shared values and a common belief in the power of quantitative investing. We are pleased to renew this collaboration and look forward to further expanding our impact in Southern Africa through Momentum Investments and Curate." Ray Mhere, CEO of Curate Investments, said: "Our partnership with Robeco has strengthened Curate's global equity offering, providing access to developed and emerging market equities through broad, diversified global funds. The success of these funds reflects the strength of combining Robeco's investment expertise with Curate's focus on bringing leading investment capabilities to advisers and investors. We are delighted to continue this partnership and look forward to building on the strong foundation we have established to date." The partnership also underscores both organisations' commitment to delivering innovative investment solutions, supporting adviser outcomes and providing investors with access to global expertise in an increasingly interconnected investment environment. quick poll What do you expect from the January 2027 non-life insurance renewal?

Robeco expands retail offering in Singapore. The five strategies cover quants, high income, energy and Apac equities. 1 September 2026 Robeco is expanding its retail offering by introducing five additional strategies across equities and multi-asset solutions, broadening access to its institutional-grade investment capabilities for Singapore retail investors via distributors. The expansion brings the number of Robeco strategies available to Singapore retail investors to 14. The newly available strategies are centred around three themes. These are "diversifying with quant", "seeking income in an uncertain world", and "capturing long-term growth opportunities with and beyond AI", according to a statement. Robeco is making two equity strategies from the Robeco QI Series available to the retail market for the first time: Robeco QI Global Developed Active Equities strategy and Robeco QI Emerging Markets 3D Active Equities strategy. By combining multiple investment signals with differentiated return drivers, these strategies aim to reduce reliance on any single investment style, capture opportunities across a broad investment universe and deliver consistent long-term outperformance while managing risk. Robeco's systematic approach incorporates its proprietary NextGen capabilities, which include AI and machine-learning techniques. The firm is also exploring other innovative strategies that are built on these techniques, including income-enhanced strategies. Against a backdrop of interest-rate uncertainty and continued market volatility, income remains a key priority for many Asian investors. To meet this demand, Robeco is introducing the Robeco High Income Allocation strategy, an income-oriented multi-asset strategy that actively allocates across a diversified mix of investment grade bonds, high yield bonds, emerging market debt and equities, with distributions primarily supported by income from the underlying investments. Finally, Robeco believes investors can participate in the growth surrounding AI in different ways, while also gaining exposure to broader long-term structural opportunities beyond the AI theme. The Robeco Smart Energy strategy invests across the entire electrification chain, targeting the technologies, solutions and services required to expand, modernize and efficiently power a rapidly electrifying global economy. The Robeco Asia-Pacific Equities strategy aims to provide investors with opportunities beyond the concentrated AI names and US equities, at relatively attractive valuations. Dawn Foo, head of Asia wholesale distribution at Robeco, said: "Fund Selector Asia continue to see strong demand for differentiated investment solutions, whether it's diversifying beyond increasingly concentrated markets, seeking resilient income in an uncertain environment, or capturing long-term opportunities arising from AI. MORE ARTICLES ON