Robeco Institutional Asset Management US Inc. provides investment management services primarily focusing on global equity and fixed income securities. Operating on a fully discretionary basis, Robeco Institutional Asset Management US tailors its investment strategies to meet specific client guidelines and offers its services through separate accounts and sub-advisory agreements. The firm manages a wide variety of strategies including fundamental and quantitative equity, multi-factor credits, high yield bonds, and sustainable development goal-aligned investments. Robeco Institutional Asset Management US serves institutional clients such as financial institutions, retirement plans, trusts, estates, charities, and corporations. As a registered investment advisor, Robeco Institutional Asset Management US is a wholly owned subsidiary of ORIX Corporation Europe and works closely with affiliated international entities to deliver comprehensive global investment management solutions.
Fee Structure
Robeco Institutional Asset Management US charges an annual management fee calculated as a percentage of the value of your portfolio, billed on a quarterly basis. Fee percentages vary depending on the specific investment strategy and the amount invested. For example:
- Fixed income strategies generally range from 0.13% to 0.57% per year, depending on the strategy and portfolio size.
- Equity strategies generally range from 0.21% to 1.05% per year, with many strategies offering lower rates for larger investment amounts.
Account minimums are substantial, typically starting at $100 million or $150 million depending on the chosen strategy, though minimums can sometimes be negotiated.