In an increasingly complex world where resource is often limited, pension scheme trustees and sponsors need to focus on what matters most: securing members’ benefits through a clearly defined funding plan.
Fiduciary Management is a governance solution through which Trustees delegate the day-to-day implementation of their investment strategy. By delegating the details of the investment strategy, Trustees gain the benefits of an expert whose sole occupation is to concentrate on investment. By having clearly defined roles and responsibilities, trustees can ensure that they remain in control of the key decisions that affect the future of their pension scheme.
At the heart of our proposition is the effective delivery of your required long-term funding objectives. We believe having the fiduciary manager, the oversight of the growth portfolio and the management of the matching portfolio all under one roof provides a unique and flexible investment platform from which to tackle your funding challenges. As at 30 September 2019, of Schroders' £451bn in AUM, £66bn is managed on behalf of UK pension schemes in asset allocation strategies and £33bn in liability hedging strategies. We have deep resources, with over 150 investment professionals across our Multi-Asset and Solutions teams. The Solutions team includes our fiduciary managers, investment strategists and risk management experts.
Schroders has been awarded, and on-boarded, a diverse range of delegated mandates in the last 5 years. This is not only testament to our broad investment capabilities, but also our proven capability to absorb operationally complex investment mandates. As at 30 September 2019, Schroders manage over £7bn of delegated assets across the UK, including those from our UK Fiduciary Management business.
Defined benefit pension schemes can be explained using a simple equation:
Pensions = Contributions + Investment return
With many schemes relying primarily on investment returns, rather than contributions, to plug the gap to their liabilities, the challenge facing them is fundamentally an investment one. As investment specialists, Schroders are expertly placed to support trustees in meeting their long-term goals
Pension scheme investing can seem complicated. It doesn’t need to be.
We believe that there are three key elements for success:
Please remember that 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. This marketing material is for professional investors or advisers only. This site is not suitable for retail clients. Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No: 1893220 England. Authorised and regulated by the Financial Conduct Authority. For your security, communications may be recorded or monitored.