Schroders
Your forward-thinking asset manager
Trusted Heritage Advanced Thinking
SCHRODERS:
YOUR
FORWARD-THINKING
ASSET
MANAGER
100% focus
on asset management
At Schroders, our focus is on pure asset management. That means we can approach
investment with a focussed perspective and an entrepreneurial attitude. Our overriding
objective is to maximise returns for our clients.
Comprehensive product offering
With substantial in-house resources, we manage assets on behalf of institutional
and retail investors, financial institutions and high net worth clients from around
the world, invested in a diverse range of asset classes across equities, fixed
income, multi-asset and alternatives.
Financial strength and independent recognition
Schroders has a stable ownership structure and benefits from a strong balance
sheet. Schroders’ global business has been rated with ‘Highest Standards’,
by the independent ratings agency Fitch. It recognises our long history,
independence, financial stability and exclusive focus on asset management.
Source: Fitch Ratings, as at 1 April 2015.
Extensive and global resources
Our 247 fund managers, 244 analysts, strategists and economists are based
around the globe. These talented in-house specialists contribute local knowledge
and investment ideas to our global research network, so we can identify
worldwide investment potential.
Solid foundations
Established in 1804, Schroders has been investing for over 200 years,
through a range of market environments. Our heritage and experience enables
us to challenge conventional thinking and develop new investment opportunities
for our clients.
Source: Schroders, 31 March 2016.
Schroders’ awards
Source: Funds Europe Awards 2015, Best European Thought Leadership; Professional Adviser International Fund & Product Awards 2015; Fitch, ‘Highest Standards’
awarded to Schroders, April 2015. International Adviser Awards 2016, International Retirement Provider of the Year.
SCHRODERS:
YOUR
FORWARD-THINKING
ASSET
MANAGER
Global investment and distribution capability
UK & Channel Islands
1,837 employees Chester
Edinburgh
CHF180 AUM
Guernsey
Jersey
London1
Oxford
Europe, Middle East & Africa
648 employees
CHF94.2 AUM
Amsterdam2
Cape Town
Copenhagen3
Dubai
Frankfurt4
Geneva
Gibraltar
Luxembourg
Madrid5
Milan6
Paris
Rome
Stockholm3
Zurich
Beijing
Hong Kong
Jakarta
Mumbai*
Seoul
Shanghai
Singapore
Sydney
Taipei
Tokyo
Asia Pacific
771 employees
CHF115 AUM
*Joint venture
with Axis AMC
Americas
321 employees
CHF58.4 AUM
Source: Schroders, as at 31 March 2016. Staff data above includes permanent staff only.
1A
lso covers Hungary, Ireland, Israel
and Russia.
2 Also covers Belgium.
3 Also covers Iceland, Finland and Norway.
4 Also covers Austria and Poland.
5 Also covers Portugal.
6 Also covers Bulgaria, Cyprus, Greece and Malta.
7 Also covers Canada.
Bermuda
Philadelphia
Buenos Aires
Santiago
Cayman Islands Sao Paulo
Mexico City
New York7
CHF447.1bn
3,800+
690+
Assets under management
Talented employees worldwide
Investment professionals
593
200+
38
Funds globally. 117 are Luxembourg
Years of experience
domiciled and registered in Switzerland and evolution
and 5 are Swiss domiciled
Offices in 28 countries around
the globe
Source: Schroders, as at 31 March 2016. Fund data as at 31 December 2015.
Our product scope and offering
10%
31%
10%
13%
By channel
59%
26%
By region*
40%
25%
By product
41%
4%
21%
Institutional
Intermediary
Wealth Management
20%
UK
Asia Pacific
Continental Europe**
Americas
Equities
Multi-Asset
Fixed Income
Wealth Management
EMD, Commodities and Real Estate
Source: Schroders, as at 31 March 2016. * By client domicile. ** Including Middle East and Africa.
T R U S T E D
H E R I T A G E
A D V A N C E D
T H I N K I N G
Extensive
product range
Equities
Multi-Asset
–– Global, regional, single-country
–– Wealth preservation
–– Emerging markets
–– Risk-controlled growth
–– Quantitative equities
–– Income
–– Large, mid, small-cap
–– Inflation protection
–– Sector specific
–– Risk mitigation
–– Yield
–– Multi-manager
–– Total return
Alternatives
Fixed Income
–– Global, regional, single-country
–– GAIA – hedge fund platform
–– Emerging markets
–– Absolute return
–– Credit, government, aggregate
–– Real estate
–– Investment grade, high yield
–– Insurance-linked securities
–– Index-linked
–– Agriculture, commodities
–– Convertibles
–– Private equity
–– Infrastructure debt
–– Liquidity
–– Cash plus
–– Total return
Schroder Investment Management (Switzerland) AG
www.schroders.ch
info-sim@schroders.ch
Central 2
Rue d’Italie 8
CH-8001 Zurich
CH-1204 Geneva
Tel: +41 (0) 800 8 44 44 8 Tel: +41 (0) 22 818 41 91
Fax: +41 (0) 44 250 13 39
Important information: This brochure is intended to be for information purposes only and it is not intended as promotional material in any respect. The material is not intended as
an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice,
or investment recommendations. Information herein is believed to be reliable but Schroders does not warrant its completeness or accuracy. No responsibility can be accepted for
errors of fact or opinion. Reliance should not be placed on the views and information in this brochure when taking individual investment and/or strategic decisions. Schroders has
expressed its own views in this document and these may change. Past performance is not a reliable indicator of future results, prices of shares and the income from them may fall
as well as rise and investors may not get back the amount originally invested. Issued by Schroder Investment Management (Switzerland) AG, Central 2, P.O. Box, CH-8021 Zurich,
Switzerland, which is authorised and regulated by FINMA. For your security, communications may be taped or monitored. 0516/w48878/CHEN0516