Support for Taft-Hartley plans
Aligned with labor values, focused on long-term performanceOur Taft-Hartley and multi-employer plan clients gain:
Customized labor-aware capabilities
We offer strategies that enable plans to invest in companies that align with their values.
Access to public and private markets
Consider our public and private, bond and equity strategies to diversify and enhance return potential.
An experienced labor-aware partner
Schroders manages more than $8 billion for over 104 union accounts (as of 03/31/26).
An investment approach that integrates labor considerations
A focus that makes a proven difference
Our research shows good labor policy isn’t just the right thing to do—it also strengthens firms.
A proprietary tool to evaluate labor practices
We grade firms on how well they pay and train workers, keep them safe—and allow unions.
Fully integrated into our traditional analysis
Examining labor issues complements our analysis of firms’ finances and competitive positioning.
Partner with a firm that values unions and fair labor practices
We support union labor
- Our NY headquarters was largely built by union workers.
- We’ve spent $19 million on union work since 2017.
- We spend more than $300,000 annually on union workers who maintain and serve our offices
We hold vendors to the same standards
Our Responsible Contractor Policy ensures that our vendors:
- Pay fair wages and benefits
- Keep their employees safe
“We know our clients need to pursue optimal returns—but we also know that can be done by investing in companies with excellent labor practices. We’ve created strategies that enable our clients to focus on companies that treat their workers the right way and support unions.”
Head of Taft-Hartley/Institutional Director