Dutch-based asset manager Robeco has been awarded a $265 million investment mandate from superannuation fund Tasplan for its enhanced low-volatility Global Conservative Equities strategy.
The mandate was confirmed by Tasplan’s head of listed investments and strategy, Mark Williams who said it had followed a review of the equities asset classes leading into the successor fund transfer from the Retirement Benefits Fund
He said Tasplan had made the decision to allocate a proportion of funds to low volatility.
“We have been in constructive dialogue with Robeco for some time and this was an opportune time to restructure,” Williams said.
Robeco now manages over $2.5 billion for Australian institutional clients in factor investing strategies.
Equity markets have surged ahead of fundamentals as institutional investors fall behind, according to Ten Cap Alpha Plus.
Local investors are leading the region in plans to boost private market exposure, as demand grows for innovative fund structures, resilient investments, and a more selective approach to alternatives.
Research shows institutional investors are increasingly turning to private credit, but the APAC region’s relatively small market size remains a key constraint.
The global financial platform has completed a Series F funding round, with superannuation funds participating in the round.