Schroders Investor Day Presentation Deck
Examples of continued strengthening of client proposition
Sustainable Reporting
- Informing all clients
Private Assets
Level of wealth
Level 4
Single
Companies
Level 3
Single Funds
Schroder Adveq
direct co-invest
Level 2
Fund of Fund Solutions
Level 1
Investment Trusts
Range of external
managers via
Schroders Capital
Partners Capital &
Schroders Gaia
Diversified
alternatives
fund
Real example of client transferring-in legacy
assets (with sub-optimal sustainability ratings)
Sustainability dashboard
Portfolio equities vs MSCI AC World
Planet
Carbon Emissions
4% higher than the
benchmark
People
Social Dividend
3
34%
0.9%
Fund Manager Sustainability Ratings (% total portfolio)
2
13%
4
41%
vs 1.5%
5
11%
Laggards
Leaders
Source: Cazenove Capital. The sustainability ratings are from 1 to 5 (1 being the worst and 5 the
best) and are derived from the 2021 results of our proprietary annual ESG firm-level
questionnaire.
Portfolio
Rating
3.5
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