Schroders Investor Day Presentation Deck

Can ESG be done passively? Name Mining Auto Industrial conglomerate Healthcare Manufacturing conglomerate Restaurant group Leisure Oil and gas Financial Telecommunications Retailer Div. Financial Retailer Retailer Financial Telecommunications MSCI pre event A 76 BBB AAA AAA AAA A BB AA A B BBB A BB A BBB AA MSCI change +1 +3 +3 +6 0 +1 +2 +3 +3 +1 +3 +1 +2 +1 +3 -1 MSCI post event BBB CCC BBB CCC AAA BBB CCC BB B CCC CCC BBB CCC BBB CCC AAA Indexed, latest-100 130 Auchy 120 110 100 90 80 Average rating pre and post controversy 3.69 www - 866 L 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 +1.06 4.76 Mn DJSI FTSE4GOOD · ειοτ ham 2014 2015 2016- 2017 2018 2019 Source: Thomson Reuters, MSCI, Schroders., based on data as at 31 January 2017. Ratings adjusted as to numbers as follows: AAA=1, AA=2, A=3. BBB=4, BB=5, B=6, CCC=7. Companies mentioned are for illustrative purposes only and are not intended to be a recommendation to buy or sell any security. Schroders

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