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.
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.
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.
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
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 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
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
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.