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Fiduciary Management

Taking your pension investing to a whole new level

Welcome

Core beliefs

Sustainability

Team

Insights

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.

The pension equation

For many schemes there is a gap between their assets and liabilities. As schemes mature, the window to achieve full funding narrows.

Funding gap = Sponsor contributions + Investment returns

With many schemes relying on investment returns, rather than sponsor contributions, to plug their funding gap, 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.

The three pillars of success

Pension scheme investing can seem complicated. It doesn’t need to be.

We believe that there are three key elements for success:

Planning

Plan ahead with a well-defined
long-term funding objective

Matching

Tailored management of interest rate and inflation risks

Growing

Growth portfolio returns to close the funding gap

Schroders Fiduciary Management provides a straightforward, transparent and cost-effective plan to take trustees through to full funding. By having the fiduciary manager, the oversight of the growth portfolio and the management of the liability portfolio all under one roof, we provide our clients with a unique and flexible investment platform from which to tackle the funding challenges they face.

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 32 countries 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 2019 Schroders plc