Robeco

Identify sustainability objectives and risk tolerance.

Select Robeco's sustainable equity and fixed income funds.

Allocate capital based on strategic asset allocation.

Monitor portfolio performance and ESG impact.

Rebalance portfolio as needed.

Assess current portfolio allocation and identify diversification gaps.

Invest in Robeco's emerging market equity and private equity funds.

Monitor portfolio risk and return characteristics.

Make tactical adjustments based on market conditions.

Evaluate the long-term performance of alternative investments.

Define credit risk parameters and income targets.

Allocate capital to Robeco's credit income fund and sustainable credit strategies.

Monitor credit spreads and default rates.

Adjust portfolio duration and credit quality as needed.

Hedge interest rate risk using derivatives.

Identify impact investment themes aligned with family values.

Invest in Robeco's impact investing funds and private equity funds with a social mission.

Measure the social and environmental impact of investments.

Engage with portfolio companies to promote responsible business practices.

Report on impact metrics to family members.

Establish investment guidelines and risk parameters.

Allocate capital to Robeco's active equity and fixed income strategies.

Monitor portfolio performance against benchmarks.

Make tactical asset allocation decisions based on macro forecasts.

Evaluate the performance of active managers.