• Schroders awarded £5.2 billion sustainable investment mandate by St. James’s Place (SJP), highlighting its robust active management approach.
• The allocation blends Schroders’ Global Sustainable Value Equity and Global Sustainable Growth strategies, transitioning in Q1 2025.
• Both SJP and Schroders’ sustainable funds plan to adopt FCA’s ‘Sustainability Focus’ label to support transparency and client alignment.

Schroders has been entrusted with a £5.2 billion sustainable investment mandate by UK wealth manager St. James’s Place (SJP), marking a significant endorsement of Schroders’ sustainable and active investment expertise.

Strategic Allocation:

SJP’s Sustainable & Responsible Equity (SRE) fund will allocate the mandate to a portfolio combining Schroders’ Global Sustainable Value Equity and Global Sustainable Growth strategies. This blend provides investors with exposure to a diverse range of companies and growth opportunities. The transition is set to take place in Q1 2025.

Related Article: Schroders to Adopt FCA’s Sustainability Disclosure Requirement Labels Across 10 Funds

Transparency and Compliance:

Both SRE and Schroders’ sustainable funds are committed to adopting the Financial Conduct Authority’s (FCA) ‘Sustainability Focus’ label, part of the new Sustainability Disclosure Requirements (SDR). This label aims to help clients easily identify investments aligned with their sustainable objectives.

Leadership Insights: Richard Oldfield, Group Chief Executive at Schroders, emphasized:

“Our partnership with SJP is testament to the robustness of our active investment proposition, which has been further reinforced by meeting the FCA’s new criteria for sustainability labels across many of our funds.”

Alex Tedder, Co-Head of Equities at Schroders, added:

“This investment allocation by SJP underlines the quality of our active investment process and commitment to delivering sustainable outcomes for our investors. Clients, investors, and the industry are increasingly focused on bespoke investment solutions that deliver strong risk-adjusted returns alongside a comprehensive commitment to sustainability.”

Why It Matters:

This collaboration underscores the growing demand for sustainable investment solutions and reflects the increasing emphasis on regulatory compliance and transparency. With its extensive capabilities, Schroders is positioned to meet evolving client expectations in a dynamic market.

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