Portfolio Implementations - A Hero's Journey

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The Hero’s Journey Robeco’s Portfolio Implementation (PI) team was created in 2012 by clustering and harmonizing implementation and supporting activities across the asset classes within the Investments domain, with the objective of increasing both the efficiency and quality of these activities. In this Spotlight article, Judith van IJserloo, head of PI, explains how the department has further increased its effectiveness by embarking on a year-long team-development journey together – the Hero’s Journey. “The forging together of the different teams and individuals that were combined into one department in April 2012, has been on the agenda since the very start,” says Judith. “To this end, we organized several team-building activities in 2012 and 2013, with the Management Drives methodology as one of the tools. These activities definitely helped us to increase our efficiency and effectiveness. Also based on the positive feedback from our internal clients, the portfolio managers, we had the feeling that we were performing rather well as a department. But deep down, I knew we could do even better, that we could achieve much more. 
The human factor “At Robeco we are very much focused on content and less so on the human factor. However, if you are well aware of each other’s strengths, talents and personalities, and if there is enough mutual trust to give each other feedback and hold one another accountable, you become much more effective, both individually and as a team. I decided to discuss my thoughts with HR and ask for support, which resulted in the involvement of Erna ter Weele, a consultant who had already facilitated various organizational-development programs at Robeco.”

TOT2020 Verbeelders van Verandering Erna ter Weele • ERNA@TOT2020.NL • 06 430 21 556 • De Baronie 54, 2404 XG• Alphen aan de Rijn Margon van Toor • MARGON@TOT2020,NL • 06 228 03 212 • Tafelbergweg 41 • 1251CA • Laren

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