Schroders today announces it has been awarded a sustainable investment mandate currently £5.2 billion in size by UK wealth manager St. James’s Place (SJP), recognising the robustness of Schroders’ approach to delivering active and sustainable investment solutions on behalf of clients.
The allocation will be made by SJP’s Sustainable & Responsible Equity (SRE) fund to a Schroders mandate that reflects Schroders’ Global Sustainable Value Equity and Global Sustainable Growth strategies.
This blend of value and growth investment styles will enable SJP’s investors to benefit from exposure to a diversified range of companies and opportunities. The allocation is expected to transition during Q1 2025.
SRE, as well as the Schroder Global Sustainable Value Equity Fund and Schroder Global Sustainable Growth Fund, all plan to adopt the Financial Conduct Authority’s (FCA) ‘Sustainability Focus’ label as part of its Sustainability Disclosure Requirements (SDR). These labels help to differentiate sustainable products, making it easier for clients seeking sustainable outcomes to identify investment opportunities which meet their requirements.
Richard Oldfield, Group Chief Executive, Schroders, said:
“Our partnership with SJP is testament to the robustness of our active investment proposition, which has been further reinforced by meeting the FCA’s new criteria for sustainability labels across many of our funds.
“We are grateful for the trust SJP has placed in us and look forward to working closely together to meet their investment objectives.”
Alex Tedder, Co-Head of Equities, Schroders, said:
“This investment allocation by SJP underlines the quality of our active investment process and commitment to delivering sustainable outcomes for our investors.
“Clients, investors and the industry are increasingly focused on bespoke investment solutions that are able to deliver strong risk-adjusted returns together with a comprehensive commitment to sustainability. Our broad-based capability and commitment to active management puts us in a strong position to meet client objectives in a rapidly transforming investment environment.”
The news follows Schroders’ announcement in December that it plans to adopt SDR labels for at least 10 funds.
For further information, please contact:
Andy Pearce, Head of Media Relations | +44 20 7658 2203 | |
Charlotte Banks, Media Relations Lead, Public Markets | +44 20 7658 9063 |
Note to Editors
To view the latest press releases from Schroders visit: https://www.schroders.com/en/global/individual/media-centre/
Schroders plc
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions, with £773.7 billion (€912.6 billion; $978.1 billion) of assets under management at 30 June 2024. As a UK listed FTSE100 company, Schroders has a market capitalisation of circa £6 billion and over 6,000 employees across 38 locations. Established in 1804, Schroders remains true to its roots as a family-founded business. The Schroder family continues to be a significant shareholder, holding approximately 44% of the issued share capital.
Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies. The company offers innovative products and solutions through four core business divisions: Public Markets, Solutions, Wealth Management, and Schroders Capital, which focuses on private markets, including private equity, renewable infrastructure investing, private debt & credit alternatives, and real estate.
Schroders aims to provide excellent investment performance to clients through active management. This means directing capital towards resilient businesses with sustainable business models, consistently with the investment goals of its clients. Schroders serves a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.
Issued by Schroder Investment Management Limited. Registration No 1893220 England. Authorised and regulated by the Financial Conduct Authority. For regular updates by e-mail please register online at www.schroders.com for our alerting service.