Asset ManagerRIA · CRD 107367SEC-Registered

Updated:

Robeco Institutional Asset Management US Inc

Robeco US — the American institutional arm of the Dutch asset manager Robeco, applying quantitative and sustainable strategies for North American clients.

Robeco Institutional Asset Management US Inc

ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC is a SEC-registered investment adviser in NEW YORK, NY, since 1997. The firm manages approximately $4.8 billion in assets. It has 79 employees and 55 investment advisers.

Website
robeco.com

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

New York City, NY, United States

Frequently asked questions

What is Robeco's ownership structure?

Robeco is wholly owned by Orix Corporation, a Japanese financial services conglomerate that acquired the firm in 2013 for $2.5 billion (per Orix, 2013). Robeco operates as an independent subsidiary within Orix, maintaining its own brand and investment processes.

Who are the key investment professionals at Robeco US?

Specific named principals of Robeco Institutional Asset Management US Inc are not publicly disclosed. The global CEO of Robeco is Karin van Baardwijk, who has led the firm since 2021 (per Robeco, 2021). The US office likely has a local head of distribution or institutional client coverage.

How does Robeco integrate sustainability into strategies?

Robeco claims to be one of the early adopters of ESG integration in asset management, with a dedicated Sustainability Investing team that collaborates with portfolio managers. The firm offers strategies such as Sustainable Multi-Asset, Green Bonds, and SDG-focused equity funds, and publishes annual sustainability reports (per Robeco, 2024).

What investment strategies does Robeco US offer to institutional clients?

Robeco US offers institutional clients access to global equity, fixed income, and multi-asset strategies, with a focus on quantitative and fundamental approaches. The firm's flagship strategies include the Robeco Global Equity and Robeco QI Global Developed Sustainable Index Fund, among others.

How is Robeco US regulated?

Robeco Institutional Asset Management US Inc is registered with the Securities and Exchange Commission as an investment adviser (SEC registration). It is a subsidiary of Robeco Holding B.V., which itself is regulated in Europe.

Does Robeco offer direct investments or co-investment opportunities?

The known public-facing offering from Robeco US is as a traditional asset manager, offering pooled fund vehicles and separate accounts. There is no public evidence that Robeco US offers direct co-investment or private equity opportunities to clients.

Where are Robeco's main offices located?

Robeco's global headquarters is in Rotterdam, Netherlands. The US offices are in New York City and Boston, Massachusetts. Other offices include London, Zurich, Frankfurt, Hong Kong, Singapore, and Tokyo (per Robeco, 2024).

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