ORSO Scheme

For more than 40 years Schroders has managed pension schemes on behalf of our clients in Hong Kong. Our 200 years of investment experience, innovation and professionalism adds up to excellent quality provident fund service for both employers and members. Our dedicated asset management expertise has enabled Schroders to become one of the leading fund management organisations with US$785.1 billion in asset under management and administration.1

As a leading ORSO member choice scheme service provider in Hong Kong, we manage assets for defined benefit and defined contribution schemes, member choice and non-member choice. Schroders also offers a comprehensive range of investment management products and services for institutional clients throughout the world, including quasi-government bodies, charities, and multi-national corporations. We have a proven successful track record in providing asset management services to institutional investors, and we are confident that whether your retirement scheme has pooled or segregated requirements, we have the investment solution to cater for your needs.

Defined Contribution

Member choice is a feature of most defined contribution retirement schemes in which members or employees have the ability to choose investment funds from a range of investment options. Employers can construct a suitable portfolio or investment schemes from Schroders wide range of funds to meet employees’ retirement needs. Our dedicated client director can provide service customised to your requirements.

Alternatively, with the following pension experts, we also provide a one-stop service, the Schroder Provident Plan, for ORSO schemes.

Partnership of Schroder Provident Plan
Trustee HSBC Trustee (Hong Kong) Limited
Administrator BestServe Financial Limited
Investment Manager & Sponsor Schroder Investment Management (Hong Kong) Limited

Why Schroders?

Schroders has been providing retirement and surplus fund services in Hong Kong since 1974 and has established a business unit dedicated to servicing member choice plans. By consistently delivering innovations that can make a difference, Schroders Hong Kong has grown to become a leading provider of member choice services in Hong Kong. We are one of the largest ORSO defined contribution member choice retirement scheme service providers in Hong Kong (in terms of AUM)2.

1 All data as at 31 December 2020
2 Source: Manager Watch, Towers Watson's investment manager research, 31 March 2017.