Schroders Core Bond with Labor Aware Corporates
A multi-sector strategy focused on companies with best-in-class labor practicesInvest in companies that value their labor force
The Schroder Core Bond with Labor Corporates strategy:
- Invests across the investment-grade fixed income universe
- Focuses on companies with leading labor principles and practices
- Employs Schroders’ proprietary tool for identifying these companies
- Enables labor-conscious investors to own corporate issuers who respect and reflect their values
How we implement this approach
Identify companies that excel at human capital management
Schroders' proprietary labor-aware investing tool grades companies on:
- Employee compensation and training
- Employee retention
- Workplace safety
- Acceptance of unionization
- Board diversity
Integrate the labor evaluations into our traditional investment process
- Our labor-aware evaluations are done alongside our fundamental securities analysis.
- We recognize sector differences and evaluate firms against their industry peers.
Partner with a firm that has been a long-time advocate of labor
We are experienced with labor clients: We many $8.4 billion for more than 104 union accounts (as of 03/31/26).
We encourage better labor practices: Through active ownership, we engage with companies on issues like paying for wages and providing benefit packages that ensure financial wellness.
We support research that demonstrates the value of embracing labor principles. The research we have sponsored with CalPERS and Oxford University’s Said Business School demonstrated that companies that excel at human capital management have better long-term financial results.
We are among the few asset managers that offer labor-aware strategies. Our labor-aware strategies, which were built in consultation with union plans, are designed to meet the unique objectives and values of the Taft-Hartley market.
Labor aware case study
See how we apply our screening process. Securities that may look quite similar, from a fundamental analysis perspective, can look quite different once we review their labor practices. It’s a valuable overlay to our research that enables us to identify and invest in labor-aware companies.
Meet our investment team
Risk Considerations
All investments involve risks including the risk of possible loss of principal. The market value of the portfolio may decline as a result of a number of factors, including interest rate risk, credit risk, inflation/deflation risk, mortgage and asset-backed securities risk, US Government securities risk, foreign investment risk and liquidity risk. Frequent trading of the portfolio may result in relatively high transaction costs and may result in taxable capital gains. The fund applies sustainability criteria in its selection of investments. This investment focus may limit the fund's exposure to companies, industries or sectors and the fund may forego investment opportunities that do not align with its sustainability criteria chosen by the investment manager. As investors may differ in their views of what constitutes sustainability, the fund may invest in securities of companies that do not reflect the beliefs or values of any particular investor.
Important information:
Any reference to sectors/countries/stocks/securities are for illustrative purposes only and not a recommendation to buy or sell any financial instrument/securities or adopt any investment strategy.
Past Performance is not a guide to future performance and may not be repeated.
The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of investments to fall as well as rise.
Schroders has expressed its own views and opinions in this webpage and these may change.
Schroders will be a data controller in respect of your personal data. For information on how Schroders might process your personal data, please view our Privacy Policy available at www.schroders.com/en/privacy-policy/ or on request should you not have access to this webpage.
A summary of investor rights may be obtained from https://www.schroders.com/en/global/individual/summary-of-investor-rights/
For your security, communications may be recorded or monitored.
Our proprietary tools are designed to enhance the research and evaluation process but do not guarantee favorable investment results.