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Fiduciary Management

Taking your pension investing to a whole new level

Welcome

Planning

Matching

Growing

Sustainability

Insights

Schroders Fiduciary Management is a governance solution through which Trustees delegate the day-to-day implementation of their investment strategy.

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. By delegating the details of the investment strategy, Trustees gain the benefits of an expert whose sole occupation is to concentrate on investment.

Source: Schroders as at 31st December 2019

Source: Schroders as at 31st December 2019

Schroders Fiduciary Management

Pension scheme investing can often be made to seem complicated. We believe it need not be. Our proposition is centred around the three key pillars of planning, matching and growing, all of which are crucial to improving the outcome for clients. As investment specialists, we are uniquely placed to manage these three pillars on our clients’ behalf.

The three key pillars

Our proposition

Our Core Beliefs

We believe having the fiduciary manager, the oversight of the growth portfolio and the LDI solution all under one roof provides a flexible and adaptable platform from which we can support and service clients. Our investment heritage and the investment infrastructure we provide to support our clients provides one of the compelling advantages versus many other fiduciary managers. Our core investment beliefs are fundamental to our proposition and how we deliver the long-term objectives we agree with our clients.

Start with the end in mind

A clearly expressed Long-Term Objective (LTO) is the foundation of a pension scheme’s investment strategy. The goal for trustees is to achieve smooth progression towards their LTO and to manage funding level risk along the way

Our Integrated Risk Management framework
allows our clients to make informed decisions about their investment strategy

Our investment strategies facilitate a phased transition from seeking growth, to providing certainty of returns, to end-game ready solutions

Growth portfolios should be efficient, dynamic and diversified

We build diversified portfolios across a range of asset classes, markets and investment styles to deliver superior risk-adjusted returns

Asset allocation is the key driver of investment returns. We focus on the most effective way to express each view, dynamically adjusting our portfolios over time to reflect market and economic conditions

We use cost-effective passive or systematic approaches for our core equity and bond exposures, and we typically reserve our active budget for alternatives and illiquid assets

Liability risks should be managed

Liability risk is the largest risk that many pension schemes face. We believe trustees should minimise this unrewarded risk

By substantially hedging this risk through an LDI solution tailored to their scheme’s liability profile, our clients free up investment capital to be put to work where we expect it to be better rewarded

Investments must be sustainable

We believe well-governed companies that operate
transparently, responsibly and sustainably will increase shareholder value

We have fully integrated Environmental, Social and Governance considerations into our investment processes

All of our investment decisions are made by specialists focused on delivering our clients’ long-term goals in a sustainable manner

As active owners, we continually engage with the companies we invest in

Important information

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.

Contact Schroders

Schroders is a world-class asset manager operating from 35 locations across Europe, the Americas, Asia, the Middle East and Africa.

Worldwide locations

For any further questions, please use our online contact form.

Contact form

For specific queries, please visit our contacts page to find your Schroders representative.

Contacts

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.

© Copyright 2020 Schroders plc