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.

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



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.

Our awards

FStech Awards 2022 winner Digital Transformation Project of the Year
Global Investor Group Award 2017 Fiduciary Manager

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Get in touch

Lisa Purdy

Lisa Purdy

Head of DB Solutions Distribution

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.