Schroders has been awarded a £5.2 billion ($6.3 billion) sustainable investment mandate by UK wealth manager St. James’s Place (SJP), highlighting Schroders’ leadership in active and sustainable investment strategies. This significant collaboration will transition in Q1 2025, blending two of Schroders’ flagship strategies: Global Sustainable Value Equity and Global Sustainable Growth.

The strategic allocation aims to provide SJP’s Sustainable & Responsible Equity (SRE) fund with exposure to diverse companies and growth opportunities. Both SRE and Schroders’ sustainable funds will adopt the FCA’s ‘Sustainability Focus’ label, part of the UK’s Sustainability Disclosure Requirements (SDR). This label is designed to enhance transparency and help clients align investments with their sustainable objectives.

Richard Oldfield, Group Chief Executive at Schroders, stated:

“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.”

This partnership reflects the growing demand for sustainable investment solutions, driven by client preferences and increasing regulatory requirements. Schroders’ expertise in navigating this evolving market positions it as a leader in delivering risk-adjusted returns and sustainable outcomes.