Taft-Hartley

Schroders has a proud history of serving the needs of the Taft-Hartley market with public and private investment strategies.

Our Commitment to Labor

We are honored to manage plan assets for over 100+ union accounts totally $8.2 billion in assets (as of September 30, 2025).

Labor-Aware Capabilities

We've created tailored strategies specifically for the needs of labor plans.

Access to Private Markets

Our growing suite of illiquid capabilities may offer additional sources of returns over the long-term.

Responsible Contractor Policy

At Schroders, our firm values are aligned with labor values and that is why we are proud to have created and signed a Responsible Contractor Policy (“RCP”). This is a reflection of our commitment to only engage suppliers that provide fair wages, benefits and protections for their employees. We hope to improve the level of positive societal and labor impact that we have within our local communities.

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Partnering with union labor

  • Schroders employs union workers for construction, renovation and maintenance whenever possible
  • The floors of our NYC Headquarters, 7 Bryant Park, were built in large part by unions
  • Over $19 million spent by Schroders on union work since 2017
  • Over $300k per year spent on union services on the maintenance of our building

Labor-aware capabilities

We are committed to providing working Americans with the service, innovation and performance they need to meet their retirement and long-term financial goals. To that end, we have created multiple strategies that aim to generate returns through a labor-aware approach.

Our Taft-Hartley team