Fiduciary management and OCIO
For all client sizes
Overview
Fiduciary management and OCIO are investment governance solutions where institutional investors such as pension schemes delegate some or all of the management of their investment portfolio to a specialist provider.
Delivering the best of L&G
Access our full suite of capabilities and products in a bespoke packaged solution
Advice and portfolio management
We work closely with you to agree objectives and then implement them into portfolios
Solutions for clients of all sizes
Flexible implementation options mean that we can deliver the right solution for clients of all sizes
Fiduciary management
Through our fiduciary management service for DB pension schemes, we can provide clear investment advice with the aim of helping you define your objectives, and then we can target those objectives through the day-to-day management and monitoring of your scheme’s overall investment portfolio.
Advice, governance and risk management
Specialist advice combined with effective delegation can significantly reduce investors’ governance burden and deliver an enhanced investment approach.
Asset growth
Our expertise in economic analysis and research is a key input in capturing opportunities to achieve your investment goals.
Liability hedging
As the UK’s largest LDI manager, we are well-placed to reduce funding risk and match your scheme’s liability cashflows using the optimal mix of instruments.
Integrated ESG
ESG considerations can be fully integrated into your portfolio, and we will engage on your behalf for the benefit of both investors and wider society.
Run-on with surplus generation
We can help you manage risk and cashflows as your scheme matures, whilst investing in productive assets to generate additional surplus.
Route to buyout
We can provide a straightforward route to full buyout, managing down illiquid assets, investing to match buyout prices, and providing a seamless transition
While L&G has integrated Environmental, Social, and Governance (ESG) considerations into its investment decision-making and stewardship practices, this does not guarantee the achievement of responsible investing goals within funds that do not include specific ESG goals within their objectives.
Outsourced CIO (OCIO)
We work in partnership with larger institutional investors to design and deliver highly flexible and effective investment governance models. Investors can retain as much control of investment decisions as desired, whilst efficiently outsourcing where necessary. We can provide specialist expertise, operational excellence, and an open-architecture model across public and private markets.
View more information on OCIO at L&G.
Our awards
Awards should not be considered a recommendation. Past performance is not a guide to the future.
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Get in touch
Get in touch
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Key risks
The value of any investment and any income taken from it is not guaranteed and can go down as well as up, and investors may get back less than the amount originally invested. The risks associated with each fund or investment strategy should be read and understood before making any investment decisions. Further information on the risks of investing is available from L&G's Fund Centres.