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 LGIM
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.
Cost control
Using our size and scale, we aim to avoid high fees and hidden costs to save money for our clients.
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.
Route to buyout
Whether your ultimate goal is self-sufficiency or full buyout, we will be able to adapt your portfolio over time as your needs evolve.
For more information read our brochure on Fiduciary management at LGIM
NavGuide
Our dedicated solution for smaller DB pension schemes uses innovative technology to make a fully-featured fiduciary management service accessible to all. We aim to help smaller schemes reach buyout earlier, with less risk and at a lower cost. For more information read our brochure or go to www.navguide.com.
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.
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Get in touch
Get in touch
Get in touch
If you would like any further information please complete the contact us form.
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 LGIM’s Fund Centres.
While LGIM 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.