Schroders Investor Day Presentation Deck
Advisory as a service
Partnering with intermediaries to enhance wealth advisory
Model portfolio solutions
(risk-based)
39
Support financial advisors,
institutions and investors
they serve
Strategic asset allocation
In-house views from Multi-asset
Actively monitored and regularly
reviewed
Source: Schroders.
Life goals solutions
(goal-based)
Traditional products are
one-size fits all
Solutions for changing life goals
and events
Solutions for specific preferences
investIQ
Advisory
as a service
Alternative risk profiling
Complement traditional risk
profiling and KYC
Designed for end investors
Integrated into client onboarding
Evaluates client investment profiles
40,000 tests completed globally
Available in 17 countries and
15 languages
Result: getting closer to clients, improved client longevity
SchrodersView entire presentation