Robeco Institutional Asset Management Us Inc

Robeco Institutional Asset Management US Inc. is a registered investment adviser specializing in providing investment advice primarily in global equity securities to US institutional investors on a fully discretionary basis. The firm offers investment strategies through separate accounts or sub-advisory agreements with institutional clients. Established as a wholly owned subsidiary of ORIX Corporation Europe NV, RIAM US is affiliated with various entities worldwide. The firm's investment strategies cover a wide range of equity securities, fixed income, and derivative instruments, including IPOs in certain circumstances. Clients have the option to impose reasonable restrictions on investments, which RIAM US evaluates and discusses with clients. The firm manages approximately $4.3 billion in regulatory assets under management as of December 31, 2020. RIAM US charges fees based on a percentage of assets under management, with minimum account sizes varying by strategy. The firm may also charge performance-based fees in certain cases. RIAM US acts as a fiduciary, providing investment discretion and tailoring relationships based on client-specified guidelines. The firm's investment philosophy focuses on achieving stable returns with lower downside risk. Clients receive regular reports and have access to proxy voting services. RIAM US does not use third-party solicitors and maintains client assets in custody with unaffiliated entities. The firm has no known financial commitments impairing its ability to meet client obligations.