Breaking Down Schroders plc Financial Health: Key Insights for Investors

With roots stretching back to 1804 and the Schroder family still holding approximately 44% of issued share capital, Schroders plc stands as a UK-listed global investment manager overseeing £778.7 billion (≈€941.8 billion; $975.3 billion) of assets under management as of 31 December 2024, combining active asset management, wealth management and multi-asset solutions for clients from sovereign wealth funds and pension schemes to family offices and retail platforms; its stated mission-providing excellent investment performance through active management and directing capital to resilient, sustainable businesses-sits alongside a vision to be "the best value team" (best to invest with, best to work for, best at communicating) and core values of excellence, innovation and integrity that drive responsible investing, active ownership and long-term client outcomes.

Schroders plc (SDR.L) - Intro

• Business model: diversified across active asset management, wealth management and bespoke investment solutions.
• Asset classes: equities, fixed income, multi-asset, alternatives, real assets and private markets.
• Client types served: institutional clients, retail intermediaries, wealth clients and distribution partners.

• Provide excellent investment performance to clients through active management.
• Direct capital towards resilient businesses with sustainable business models aligned to client goals.
• Deliver long-term risk-adjusted returns and tailored solutions across client segments.

• Be a trusted global investment manager that shapes better outcomes for clients by combining active, research-led investment capabilities with a strong sustainability lens.
• Grow a resilient, diversified business that innovates across products and distribution to meet evolving client needs worldwide.

• Client focus - prioritise client outcomes and long-term fiduciary responsibility.
• Active, research-led investment - rigorous research, conviction and portfolio construction.
• Integrity and stewardship - responsible ownership, engagement and ESG integration.
• Collaboration and talent - global teams, local insight and professional development.
• Financial strength and prudence - diversified revenue, disciplined risk management and capital allocation.

• Pension schemes, insurance companies, sovereign wealth funds, endowments and foundations.
• High-net-worth individuals, family offices and intermediated wealth clients.
• End clients reached via partnerships with distributors, financial advisers and online platforms.

• Diversified business model across asset classes, geographies and client channels, reducing reliance on any single segment.
• Long heritage and concentrated family ownership providing continuity of strategic direction.
• Scale of AUM (£778.7bn) enabling investment in research, technology and specialist teams.
• Commitment to sustainability and stewardship integrated into active investment decisions.

Schroders plc (SDR.L) - Overview

• Active management focused on generating long-term, risk-adjusted returns for clients across equities, fixed income, multi‑asset and alternatives.
• Commitment to sustainability and responsible investment through ESG integration, impact strategies and active engagement with investee companies.
• Client-centric solutions spanning retail, intermediary and institutional channels with bespoke portfolios and pooled solutions.

• Delivering investment performance - Schroders focuses on rigorous research, active security selection and risk management across all strategies to meet client mandates and benchmarks.
• Directing capital to resilient business models - the firm targets companies with durable earnings, strong governance and transition-ready sustainability profiles to align with long-term investor objectives.
• Diverse capabilities - Schroders offers public equity, credit, multi-asset, real assets, private equity and infrastructure strategies to give clients diversified pathways to reach retirement, wealth accumulation and liability-matching goals.
• Driving positive change - stewardship and engagement are core tools: proxy voting, direct dialogue and collaborative initiatives are used to improve corporate practices on climate, governance and social issues.

• Client focus - prioritising client outcomes and transparent reporting of performance, fees and risks.
• Intellectual curiosity and investment excellence - continuous research and development of strategies and tools.
• Integrity and stewardship - acting responsibly as a long-term allocator of capital, including public commitments on net-zero alignment and sustainable product growth.
• Collaboration and diversity - leveraging global teams and diverse perspectives to enhance decision-making and risk assessment.

• Growth in sustainable assets - a rising share of AUM identified as sustainable, ESG-integrated or impact-focused (double-digit % of total AUM in recent years as product mix shifts).
• Active ownership metrics - thousands of company engagements annually and systematic voting across investee companies to influence corporate behavior.
• Product breadth - hundreds of pooled funds and bespoke mandates across public and private markets to serve retail, intermediary and institutional clients.

Schroders plc (SDR.L) Mission Statement

• Best to invest with - create lasting client value by delivering risk-adjusted returns, stewardship and solutions that raise industry standards.
• Best to work for - cultivate an elite, diverse team where people thrive, support one another and are empowered to improve.
• Best at communicating - be innovative, original and candid in client and public communication to build trust and clarity.

• Investment outcomes - performance targets, active stewardship votes and ESG integration across strategies feed directly into "best to invest with."
• People metrics - retention, diversity targets, internal engagement scores and training hours measure progress toward "best to work for."
• Communication standards - transparent reporting cadence, market commentary reach and digital engagement metrics underpin "best at communicating."

• Client solutions and product innovation - expansion of multi-asset, sustainable and private markets capabilities to meet client demand and add long-term value.
• Talent and culture - global leadership and development programmes, flexible working policies and diversity & inclusion targets to improve employee experience.
• Open communications - regular investor day events, detailed interim and annual reporting, and public stewardship reporting to increase candour and trust.

Schroders plc (SDR.L) - Vision Statement

• Scale & reach: global investment platform serving institutions, intermediaries and private clients across equities, fixed income, multi-asset, alternatives and wealth management.
• Client outcomes: focus on long-term performance, risk management and tailored solutions to meet client liability and return objectives.
• Sustainability integration: embedding ESG and stewardship across investment processes to align returns with societal outcomes.

• Excellence - delivering best-in-class investment capability and client service through rigorous research and performance focus.
• Innovation - developing industry-leading tools, technology and product solutions while challenging conventional thinking.
• Integrity - operating transparently and responsibly, with strong governance and ethical standards.
• Collaboration - respecting expertise across teams and geographies to combine strengths and deliver superior outcomes.
• Passion & stewardship - supporting colleagues, volunteering in communities and being accountable for the impact of decisions.

• Client-first excellence: performance-driven incentive structures, client reporting transparency and measured client satisfaction metrics.
• Innovation in products & tech: investment in data science, digital platforms and proprietary risk tools to improve decision-making and scalability.
• Integrity & stewardship: proxy voting, active engagement and published sustainability targets with periodic reporting against progress.
• Community & culture: employee volunteering programmes, matched fundraising and internal development to foster inclusive high-performance teams.