Investment returns are essential in closing the funding gap. Having a diversified and dynamic portfolio capable of taking advantage of opportunities across both public and private markets, is key. Asset classes behave differently, and the relationships between them change over time. As a global asset management firm, we dedicate significant resource and research to asset allocation.
We design portfolios which express our asset allocation views as efficiently as possible. Drawing on our extensive investment heritage, we seek to exploit a particular asset allocation view or theme with laser-like precision. We are not beholden to a single style and draw upon passive, systematic and active management. We combine internal and external solutions to find the most appropriate way to express the investment idea.
We build a bespoke portfolio for each client depending on their individual requirements, using our asset allocation capability to tilt the portfolio to capture our highest conviction ideas in the most efficient manner possible.
We continually monitor and review investment markets so that changes in our views are reflected in our clients’ portfolios through the dynamic management of the exposures held.
Equities are a good source of long-term returns. However, severe market losses due to acute market stress can lead to falls in the funding level and unanticipated deficit repair contributions.
Our specialist risk management team design and deliver bespoke strategies to manage the equity risk in our clients’ growth portfolios, helping them to achieve their funding goals.
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.