Schroders Solutions’ Post

✨ LDI Innovation ✨ The article below sets out how Schroders is using Credit Collateralised Gilt Repo (CCGR) and Corporate Bond Repo in managing our client's LDI portfolios. Please get in touch if you'd like to hear more about this or think it would benefit your client/scheme.

1️⃣ year on……(*wow that’s flown by 🤯) When I joined Schroders Solutions I wrote a piece with Thomas Williams about long-dated real yields 📈 being ⬆️1%. (They’re still there!) We’ve got the ✍️back out and we’ve written about recent innovations in the LDI market (this follows trades we did in Feb and an FT article last month - see comments section for link). In this article we talk through Credit Collateralised Gilt Repo and Corpoate bond repo and discuss how these tools are helpful for managing LDI portfolios. (There’s also a handy explainer in the appendix on how traditional gilt repo transactions work - I hope people find this useful). *ok, it’s technically 11 months but LinkedIn is rounding up to a year….

How can you acquire a comprehensive toolkit to effectively participate in the #privatecredit market? Citi and Apollo Global Management, Inc. have found the answer through a $25bn private credit partnership over the next 5 years. More at Pensions & Investments. Want to learn how Vidrio(dot)com is helping support #institutionalinvestors that are growing their #privatecredit allocations? Book a complimentary walkthrough of our platform today. https://hubs.li/Q02Rj7SX0

How can you acquire a comprehensive toolkit to effectively participate in the #privatecredit market? Citi and Apollo Global Management, Inc. have found the answer through a $25bn private credit partnership over the next 5 years. More at Pensions & Investments. Want to learn how Vidrio(dot)com is helping support #institutionalinvestors that are growing their #privatecredit allocations? Book a complimentary walkthrough of our platform today. https://hubs.li/Q02RjnjP0

How do we manage your investments at Oaklands Wealth? Helen, our Founder and Managing Director explains... Thinking of changing your financial advisor? Book a call now to discuss moving your pensions and investments to Oaklands Wealth Management on 0121 355 4455

I recently join Pensions & Investments to discuss the current priorities for #DC plans and solutions. Watch the full clip to hear about why collective investment trusts (#CITs) are becoming more common in DC #investment lineups, and how trends like #personalization are becoming a greater focus for plan sponsors: https://bit.ly/3T3pNrz #Wealth #DefinedContribution Disclosure: The content of this website is controlled by a third party. Opinions referenced are as of the date of publication.

I am excited to announce that I have published my first article for Robeco, titled: 'Learning from global pension peers: Sharing knowledge, securing futures'. In this article, I delve into the importance of learning from our peers across the pensions world. We share six practical case studies of how we have worked collaboratively with pension plans and other leading investors to create innovative solutions to solve client-specific issues. I would love to hear your thoughts and feedback on the article. Please feel free to share your comments and let me know what you think! #Robeco #PensionSolutions #InnovativeSolutions #SustainableInvesting https://lnkd.in/djH7z3Vs

Our Westminster Asset Management investment managers continue to provide cost effective, top quartile returns within our core diversified investment strategies. These strategies are available for investing for clients with investable pensionable assets. Whether you already hold a Retirement Trust Scheme or still require advice on pension consolidation, feel free to get in touch to discuss further. #retirementplanning #pensionplanning #investmentmanagement

On June 12, WTW’s John Delaney, Senior Director of Investments, will join Pensions & Investments for a webinar exploring how DB plans are actively engaged in refining their #investment strategy seeking to protect – and even advance – their gains in funded status. Learn more: https://ow.ly/1YaE50S8BH7 #WTWINV_US #DefinedBenefit

Join us for "Intro to Pensions (Advanced)" on May 1st for the session on “Investment.” 1 May | 16:00 - 16:30   The topics covered:   ·      Different investment approaches ·      Asset classes ·      LDI, CDI ·      Fiduciary management ·      Bundled vs unbundled ·      Segregated portfolios ·      Managed funds Book now: https://lnkd.in/ecsTnaDb   #PMIPensions #IntroToPensionsAdvanced #Investment