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Schroders has landed a £5.2 billion sustainable investment mandate from UK wealth manager St James’s Place (SJP), marking a significant shift in sustainable portfolio management. The allocation, sourced from SJP’s Sustainable & Responsible Equity (SRE) fund, will be directed into a Schroders mandate that aligns with its Global Sustainable Value Equity and Global Sustainable Growth strategies.
By channelling funds into these strategies, SJP’s investors gain exposure to a diversified company portfolio that meets rigorous environmental, social, and governance (ESG) criteria. The transition is slated to occur in the first quarter of 2025, reinforcing SJP’s long-term commitment to responsible investing.
SRE and Schroders’ sustainable investment funds plan to adopt the Financial Conduct Authority’s (FCA) ‘Sustainability Focus’ label as part of the Sustainability Disclosure Requirements (SDR) framework. These regulatory labels enhance transparency, helping clients identify investment products that align with their sustainability goals.
Schroders group chief executive Richard Oldfield said: “Our partnership with SJP is a 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.
“We are grateful for the trust SJP has placed in us and look forward to working closely together to meet their investment objectives.”
Schroders, co-head of equities Alex Tedder, said: “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 are able to deliver strong risk-adjusted returns together with a comprehensive commitment to sustainability.
“Our broad-based capability and commitment to active management puts us in a strong position to meet client objectives in a rapidly transforming investment environment.”
This partnership cements Schroders’ position as a leader in sustainable finance while SJP strengthens its ESG credentials. It offers investors a clearly defined path to ethical and high-impact investment opportunities. With the global shift toward sustainability accelerating, such mandates highlight the increasing demand for financial strategies that balance returns with responsibility.
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