Schroders’ third annual Institutional Investor Study analyses the investment perspectives of 650 institutional investors from 20 locations across the world.
This quarter, we visit the DOL/ESG discussion in the wake of the latest ruling, the utility of Stable Value funds, longevity calculations and more.
This quarter, we look Reg BI post-effective date, evaluate the feasibility of Private Equity DC adoption, the ESG-in-DC debate, and privacy & cyber security risks. We have also updated the litigation activity impacting the DC landscape.
This quarter, we provide an update on our DC industry litigations coverage, as well as look at Plan Sponsor trends across ESG, decumulation, Reg BI and the recently enacted CARES Act.
This quarter, our newsletter focuses on US DC litigations that may impact the industry by and large, and we also examine the IRS COLA guidelines as well as the SECs recent target-date fund alerts.
Our sales team is available to discuss with you any investment options and opportunities you might be interested in. For any further questions, please contact us.
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Media ContactsPlease consider a fund's investment objectives, risks, charges and expenses carefully before investing. To obtain this and other information on any Schroders Fund, please click the following link: prospectuses. Read the prospectus carefully before investing. To obtain any further information call your financial advisor or call Schroder Mutual Funds at (800) 464-3108 for Individual Investors.
Schroder Investment Management North America Inc. (“SIMNA”) is an SEC registered investment adviser providing asset management products and services to clients in the US and Canada. SIMNA is an indirect wholly owned subsidiary of Schroders plc, a UK public company with shares listed on the London Stock Exchange, and is an SEC registered investment adviser providing asset management products and services to clients in the US and Canada. Schroder Fund Advisors LLC (“SFA”) is a wholly-owned subsidiary of SIMNA Inc. and is registered as a limited purpose broker-dealer with FINRA and markets certain investment vehicles for which SIMNA Inc. is an investment adviser. The Schroder mutual funds (the “Funds”) are distributed by SEI Investments Distribution Co (“SIDCO”), a member of FINRA. SFA previously served as the distributor of the Funds. Although SFA has been replaced by SIDCO as the distributor of the Funds, SFA continues to be involved in the distribution of shares of the Funds through an agreement with SIDCO, and SFA, SIMNA and their affiliates continue to provide shareholder services to the Funds. SIDCO is not an affiliate of Schroders plc.
Schroder Adveq Management US Inc. (“Schroder Adveq US” or “Schroder Adveq” herein) is registered as an investment adviser with the SEC. It provides asset management products and services to clients in the United States and Canada. Schroder Fund Advisors LLC (“SFA”) markets certain investment vehicles for which Schroder Adveq US is an investment adviser. SFA is an affiliate of Schroder Adveq US and is registered as a limited purpose broker-dealer with the Financial Industry Regulatory Authority. Schroder Adveq US is an indirect, wholly-owned subsidiary of Schroders plc. For more information, visit www.schroderadveq.com
Schroder Secquaero (formerly Secquaero Advisors AG) is a Zurich-based, wholly owned subsidiary of Schroders plc, and provides non-discretionary advice to certain strategies, including Insurance-linked securities, marketed in North America.
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The content herein is intended for a more sophisticated investor audience, and may not be suitable for retail investors or general public. Retail investors should visit www.schroderfunds.com or speak with their financial representative. The material on this website is issued by Schroder Investment Management North America Inc. (“SIMNA Inc.”) and contains the views and opinions of the particular individuals and is for general information only and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds. Reliance should not be placed on the views and information herein when taking individual investment and/or strategic decisions. Investment strategies discussed in this website may not be available in every jurisdiction or may only be available only in institutional vehicles.
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SIMNA Inc. is an investment advisor registered with the US SEC, and is registered in Canada in the capacity of Portfolio Manager with the Securities Commission in Alberta, British Columbia, Manitoba, Nova Scotia, Ontario, Quebec, and Saskatchewan providing asset management products and services to clients in Canada. This document does not purport to provide investment advice and the information contained in this newsletter is for informational purposes and not to engage in a trading activities. It does not purport to describe the business or affairs of any issuer and is not being provided for delivery to or review by any prospective purchaser so as to assist the prospective purchaser to make an investment decision in respect of securities being sold in a distribution. SIMNA Inc. is an indirect wholly owned subsidiary of Schroders plc, a UK-based company.