Welcome to the 2016
Annual General Meeting
28 April 2016
2016 Annual General
Meeting
28 April 2016
Michael Dobson Chairman
2016 Annual General
Meeting
28 April 2016
Peter Harrison Chief Executive
2015 overview
Another year of strong growth
 Net revenue up 7% to £1,659m
 Profit before tax and exceptional items up 8% to £610m
 Profit before tax up 14% to £589m
 Net new business of £13bn, 4.3% of opening assets under management
 Assets under management up 5% to £314bn
 72% of assets under management outperforming over three years
 Full year dividend up 12% to 87 pence per share
3
2016 Annual General Meeting | April 2016
10 year dividend growth…
Consistent, progressive policy
pence
100
90
80
70
60
50
40
30
20
10
0
2006
2007
2008
2009
2010
Interim
4
2011
2012
2013
2014
Final
2016 Annual General Meeting | April 2016
2015
…reflecting increased profits
8.6% annualised growth rate since 2006
£m
pence
100
700
90
600
80
70
500
60
400
50
40
300
30
200
20
100
10
0
0
2006
2007
2008
2009
Interim
5
2010
Final
2011
2012
2013
2014
Pre-exceptional PBT (rhs)
2016 Annual General Meeting | April 2016
2015
Consistent improvement in diversification
Growth in Fixed Income and Multi-asset
£bn
350
300
250
200
150
100
50
0
2006
Equities
6
2007
2008
Fixed Income
2009
Multi-asset
2010
2011
2012
EMD, Commodities & Real Estate
2013
2014
2015
Wealth Management
2016 Annual General Meeting | April 2016
Diversified global business
Q1 assets under management £325 billion
By product
By channel
10%
By region*
10%
13%
4%
40%
41%
31%
25%
26%
59%
21%
20%
Equities
Fixed Income
Multi-asset
Emerging Market Debt,
Commodities & Real Estate
Wealth Management
Institutional
Intermediary
Wealth Management
UK
Continental Europe, Middle East & Africa
Asia Pacific
Americas
* By client domicile
7
2016 Annual General Meeting | April 2016
Growth since November 2001
Post-exceptional loss before tax in 2001 of £8.1m
£bn
350
£m
700
600
300
600
500
250
500
200
400
+356%
400
300
150
300
100
200
50
100
0
0
2001 2003 2005 2007 2009 2011 2013 2015
AuM
8
Pre-exceptional PBT
200
+98%
100
0
2001 2003 2005 2007 2009 2011 2013 2015
Schroders
FTSE 100
2016 Annual General Meeting | April 2016
Q1 2016
 Solid start to the year, despite market volatility
 Net new business of £2.7bn
 Assets under management at record levels of £325bn
 Continued investment in the business
 Profit before tax of £138m
 Outlook
9
2016 Annual General Meeting | April 2016
2016 Annual General
Meeting
28 April 2016
Michael Dobson Chairman
Resolutions
1.
To receive the Report and Accounts
12. To re-elect Nichola Pease
2.
To declare the Final Dividend
13. To re-elect Bruno Schroder
3.
To approve the Remuneration Report
14. To re-appoint PricewaterhouseCoopers LLP as auditors
4.
To elect Rhian Davies
5.
To re-elect Michael Dobson
15. To authorise the Audit and Risk Committee to fix the
auditors’ remuneration
6.
To re-elect Peter Harrison
7.
To re-elect Richard Keers
8.
To re-elect Philip Mallinckrodt
9.
To re-elect Massimo Tosato
10. To re-elect Robin Buchanan
16. To renew the authority to make political donations
17. To renew the authority to allot shares
18. To renew the authority to purchase own shares*
19. Notice of general meetings*
*Special resolution
11. To re-elect Lord Howard
11
2016 Annual General Meeting | April 2016
Thank you for attending
the 2016 Annual General
Meeting
28 April 2016
Forward-Looking Statements
These presentation slides may contain forward-looking statements with respect to the financial condition, performance and
position, strategy, results of operations and businesses of the Schroders Group.
Such statements and forecasts involve risk and uncertainty because they are based on current expectations and
assumptions but relate to events and depend upon circumstances in the future and you should not place reliance on them.
Without limitation, any statements preceded or followed by or that include the words ‘targets’, ‘plans’, ‘sees’, ‘believes’,
‘expects’, ‘aims’, ‘will have’, ‘will be’, ‘estimates’ or ‘anticipates’ or the negative of these terms or other similar terms are
intended to identify such forward-looking statements.
There are a number of factors that could cause actual results or developments to differ materially from those expressed or
implied by forward-looking statements and forecasts. Forward-looking statements and forecasts are based on the
Directors’ current view and information known to them at the date of this presentation. The Directors do not make any
undertaking to update or revise any forward-looking statements, whether as a result of new information, future events or
otherwise. Nothing in this presentation should be construed as a forecast, estimate or projection of future financial
performance.
13