The Diversified Growth strategy seeks to provide a target return of cash + 4% per annum net of fees over a full economic cycle (typically 5-7 years). This is consistent with longer term return of growth assets such as equities but with lower risk (6-10%).
A globally diversified portfolio, designed to take advantage of different market scenarios. By combining many different asset classes, traditional and alternative, we believe it can effectively reduce risk and achieve a return comparable to that of a global equity portfolio. Portfolios are constructed around the principles of:
- Investing in a broad mix of growth assets
- Active, passive and external investing
- Active management, using dynamic asset allocation
Johanna Kyrklund, CFA
Johanna Kyrklund is the Head of Multi-Asset Investments. She joined Schroders in 2007 and is based in London. Johanna chairs the Global Asset Allocation Committee and leads the Multi-Asset portfolio management team. She manages asset allocation based strategies on behalf of clients around the globe. Johanna is a member of the Cambridge University Investment Board.
Angus Sippe, CFA
Angus Sippe is a Multi-Asset Portfolio Manager. He joined Schroders in 2009 and is based in New York. Angus manages assets on behalf of North American Multi-Asset clients. He was previously a Liability Driven Investment Portfolio Manager, where he was responsible for the design and management of client LDI portfolios. Angus is a member of the Duration, Inflation and Equity Risk Premia research teams.
Philip Chandler, CFA
Philip Chandler is a Multi-Asset Portfolio Manager. He joined Schroders in 2003 and is based in London. Philip manages assets on behalf of Multi-Asset clients located around the world and provides specialized fixed income market coverage for the Multi-Asset team. Philip is a member of the Duration Risk Premia research team.
Remi Olu-Pitan, CFA
Remi Olu-Pitan is a Multi-Asset Portfolio Manager. She joined Schroders in 2006 and is based in London. Remi manages Multi-Asset portfolios for clients located around the globe and is a co-portfolio manager of the Schroder Life Diversified Growth Fund. She is the Head of the Equity Risk Premia research team and a member of the Global Asset Allocation Committee.
Alastair Baker, CFA
Alastair Baker is a Multi-Asset Portfolio Manager. He joined Schroders in 2007 and is based in London. Alastair is the Head of the Commodity Risk Premia research team and is responsible for managing complex segregated institutional mandates and is a member of the Diversified Growth portfolio management team.
- We believe that all assets can be disaggregated into constituent risk premia
- We access these risk premia with an unconstrained growth-bias
- Risk premia are not stable over time, therefore we dynamically asset allocate utilizing valuation and cyclical analysis
- Diversification is a potential means to an end, not an end in and of itself
- We take a pragmatic approach to risk, combining quantitative risk modeling and qualitative scenario analysis
- The path of returns matters, not just the outcome
The Diversified Growth strategy seeks the most attractive risk-adjusted opportunities by investing in a wide range of asset classes to maximize diversification and reduce cross-asset class correlations. Every position must enhance returns or reduce risk to justify its place in the portfolio. We do not seek to add value by trading short-term gyrations in the markets; instead, we use the framework of our active asset allocation process to assess which asset classes we should be over and underweighting.
Asset allocation decisions are grounded by our three stage process, which is illustrated below.
- Separate Account
- Commingled Vehicle