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Robeco is an originally Dutch asset management firm, since 2013 part of Orix, founded in 1929 as the Rotterdamsch Beleggings Consortium (Rotterdam Investment Consortium). By year end 2014, the company had €246 billion of assets under management. It was acquired in 2001 by the Rabobank Groep and sold in 2013 to ORIX Corporation.〔Rabobank press release (ORIX completes acquisition of Robeco, 1 July 2013 )〕 Robeco offers assets management services to both institutional and private investors. The funds for private investors are available through Robeco itself and other financial institutions, a number of these funds are also listed on major European stock exchanges. Since 1981 the company also offers savings accounts through its own savings bank Roparco. ==History== 1929 A group of prominent businessmen from Rotterdam founded the Rotterdamsch Beleggings Consortium (Rotterdam Investment Consortium) and the Robeco fund. The portfolio is diversified globally over the Netherlands, other European countries, North and South America, and the Dutch East Indies.〔Slot, B.M.J., Iedereen kapitalist, Amsterdam, 2004, p 130〕 The company had a startup capital of almost 2 million guilders, but by mid-1932 less than half was left.〔Duijn, J.J. van, Met gemak betrouwbaar beleggen, Zutphen, 2004, p 9-20〕 But the company managed to survive the 1930s and managed to grow during World War II by heavily investing in United States. 1940-1945 On the eve of WWII, almost half of the portfolio is invested in the US.〔Slot, B.M.J., Iedereen kapitalist, Amsterdam, 2004, p 129-130〕 As a result, Robeco’s assets increase by almost 90% between 1939 and 1946.〔Duijn, J.J. van, Met gemak betrouwbaar beleggen, Zutphen, 2004, p 59〕 1953 Robeco introduces a share-saving system, allowing people of more modest means to save up for Robeco shares.〔Slot, B.M.J., Iedereen kapitalist, Amsterdam, 2004, p 198; Duijn, J.J. van, Met gemak betrouwbaar beleggen, Zutphen, 2004, p 66-68〕 1959 New listings in Paris (1959), Brussels (1960), London (1962) and numerous other European financial centers. Listings are also obtained in Hong Kong (1971) and Tokyo (1976).〔Duijn, J.J. van, Met gemak betrouwbaar beleggen, Zutphen, 2004, p 71〕 1963 Robeco is one of the first foreign investors to enter the Japanese stock market.〔Slot, B.M.J., Iedereen kapitalist, Amsterdam, 2004, p 257〕 1965 Foundation of Rolinco, a second mutual fund, for investors more interested in capital growth than taxable dividend.〔Slot, B.M.J., Iedereen kapitalist, Amsterdam, 2004, p 248〕 1969 Robeco has become the largest mutual fund in Europe.〔Duijn, J.J. van, Met gemak betrouwbaar beleggen, Zutphen, 2004, p 102〕 1974 Foundation of Rorento, Robeco’s first bond fund, as an answer to the oil crisis in 1973.〔Duijn, J.J. van, Met gemak betrouwbaar beleggen, Zutphen, 2004, p 109-110〕 1980s Robeco opens offices in various European countries, including France, Luxembourg and Switzerland.〔()〕 1981 The company opens its own savings bank Roparco.〔Duijn, J.J. van, Met gemak betrouwbaar beleggen, Zutphen, 2004, p 110〕 1990s The company continued its international strategy in the 1990s by acquiring a number of US based firms. 1990 The company starts a close cooperation with the Rabobank, which would eventually lead to the takeover of Robeco by the Rabobank in 2001.〔Duijn, J.J. van, Met gemak betrouwbaar beleggen, Zutphen, 2004, p 151-152〕 1999 Introduction of Robeco DuurzaamAandelen (Equities ), the first sustainable equity fund launched by a Dutch mainstream asset manager.〔IPE, August 2007, p 23〕 2000 Robeco North America acquires Urban Shopping Centers 2002 Robeco North America sells all of its Urban Shopping Center investments 2002 Robeco acquires a 60% interest in Boston Partners Asset Management, a value-equity manager based in Boston.〔Boston Business Journal, 19 July 2002〕 The remaining shares are acquired in 2003.〔 2002 Robeco acquires a 49% interest in Transtrend, a Rotterdam-based managed-futures trader with a track record going back to 1990.〔FEM Business, 1 December 2007, p 38〕 The remaining shares are acquired in 2007.〔Het Financieele Dagblad, 2 March 2007〕 2004 Introduction of Robeco Sustainable Private Equity, the first sustainable private-equity fund of funds in the world, developed in cooperation with Rabobank.〔 2006 Introduction of Robeco Clean Tech Private Equity II, an investment program aimed at clean-tech private-equity funds and co-investments, developed in cooperation with Rabobank.〔 2006 Robeco signs the United Nations’ Principles for Responsible Investment.〔()〕 2006 Robeco joins the Enhanced Analytics Initiative, a group of international asset owners and asset managers who work together to encourage investment research that considers the impact of extra-financial issues on long-term company performance.〔()〕 2006 Acquisition of a 64% stake in Swiss based Sustainable Asset Management. SAM Group and Robeco join forces to launch the global number-1 platform for sustainability investments.〔()〕 2007 For the Belgian market, Robeco decides to focus on third-party distribution; Robeco Bank Belgium is sold to Kaupthing Bank Luxembourg.〔()〕 2012 Rabobank Group is looking into the "strategic options" for its subsidiary Robeco as part of a strategic reorientation.〔Investments & Pensions Europe (Rabobank exploring 'options' for Robeco, including sale ), 27 April 2012〕 2013 In February Rabobank announced the sale of Robeco to ORIX Corporation of Japan. Orix will acquire about 90.01% of the equity in Robeco from Rabobank for €1,935 million (JPY 240.2 billion). Closing of the transaction is subject to legal and regulatory approvals, which are expected to be completed within six months.〔Rabobank press release (ORIX acquires Robeco ), 19 february 2013〕 The development of the amount of asset under management (AuM) was as follows:〔''Zestig jaar Robeco 1929-1969''. Robeco Groep, Rotterdam 1990 and annual reports Robeco Groep〕 抄文引用元・出典: フリー百科事典『 ウィキペディア(Wikipedia)』 ■ウィキペディアで「Robeco」の詳細全文を読む スポンサード リンク
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