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SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC

UEI: FBUJY982V6Q6CAGE: 76BT6

SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC is a federal contractor, registered under UEI FBUJY982V6Q6 and CAGE code 76BT6. It has been awarded $33,313,446 across 2 federal contracts. Primary work spans Portfolio Management and Portfolio Management and Investment Advice. Top awarding agencies include Pension Benefit Guaranty Corporation.

Contact Information

Registration and classification details

Registration

UEI Code

FBUJY982V6Q6

CAGE Code

76BT6

Entity Structure

Corporate Entity (Not Tax Exempt)

Established

N/A

Business Classifications

202X

NAICS Codes

523940Portfolio Management and Investment Advice(Primary)

Federal Contracting Overview

Award totals, agency breakdown, NAICS distribution, and geographic footprint.

AI Capability Profile

Schroder Investment Management North America Inc. specializes in institutional portfolio management services, delivering strategic asset allocation, risk mitigation, and investment oversight tailored to government-sponsored retirement and pension obligations. Their technical expertise lies in managi...

Schroder Investment Management North America Inc. specializes in institutional portfolio management services, delivering strategic asset allocation, risk mitigation, and investment oversight tailored to government-sponsored retirement and pension obligations. Their technical expertise lies in managing complex fiduciary portfolios through rigorous quantitative analysis, liability-driven investment strategies, and compliance with federal fiduciary standards. The firm applies institutional-grade analytics to optimize long-term returns while preserving capital integrity, with a focus on fixed income, equities, and alternative assets aligned with public sector pension liabilities. Their differentiation stems from disciplined governance frameworks, transparent reporting protocols, and deep familiarity with the regulatory expectations of federal pension entities. The company has demonstrated a focused relationship with the Pension Benefit Guaranty Corporation, providing specialized portfolio management services to support the agency’s mission of safeguarding defined benefit pension plans. This engagement reflects a niche capability in managing assets under federal fiduciary mandates, where adherence to ERISA principles and public accountability is paramount. The nature of the work suggests a high degree of coordination with government actuaries and compliance officers to ensure alignment with statutory funding requirements and risk tolerance thresholds. The primary NAICS code 523920—Portfolio Management—indicates a market position centered on institutional asset management for public sector clients, distinct from retail or commercial investment firms. The firm operates within the government pension and retirement security vertical, serving entities that require long-horizon, low-volatility investment strategies governed by public trust obligations. Schroder Investment Management North America Inc. is structured as a 2L entity with its headquarters in New York, NY. While no government certifications are listed, its operational model reflects the governance standards expected of fiduciaries managing public funds, positioning it as a trusted manager within the federal pension ecosystem.

Key Performance Metrics

Awards Count

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Award Analytics & Distribution

Awards by Agency
Pension Benefit Guaranty Corporation$33.3M100%
Awards by NAICS
523920 - Portfolio Management$31.1M93.4%
523940 - Portfolio Management and Investment Advice$2.2M6.6%
Awards by Agency Over Time
Awards by Place of Performance

Open opportunities in SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC's top NAICS codes and agencies

NAICS: 523940
Federal
National Security Fund Finance (“NSFF”) Program
Solicitation # WHSAD0819
The National Security Fund Finance (NSFF) Program, administered by the Office of Strategic Capital (OSC) within the Department of War, is a fund-level financing initiative designed to scale private capital investment in critical minerals and materials supply chains vital to U.S. national security. The program provides credit facilities in the form of loans to qualified, SEC-registered investment fund managers. These managers use the OSC loans in combination with private capital to invest in portfolio companies that address national security gaps, shortages, and vulnerabilities. As a condition of the funding, the OSC must receive a right of first offer to purchase the portfolio company's output, services, or capacity at market prices for at least 10 years. The selection process involves a multi-stage evaluation focusing on economic and national security alignment, the firm's investment track record, creditworthiness, and the alignment of manager incentives with the OSC mission. Key evaluation criteria include the firm's commitment to reshoring, foreign ownership restrictions, and the ability for the Department of War to direct production output during conflicts. Proposals must be submitted by November 1, 2026, and must include four specific volumes covering eligibility, investment strategy, and any proposed revisions to the summary terms and conditions. Funding is contingent upon the availability of appropriations, and the program utilizes a fee structure including a 100 basis point initial due diligence and underwriting fee and a draw fee ranging from 150 to 200 basis points.
Washington Headquarters Services (whs)

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11 days ago

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