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Schroders wins MMI Advisory Solutions award

04/23/2015

New York – Schroders is pleased to have won the Advisory Solutions Emerging Manager of the Year Award at the 2015 Money Management Institute (MMI) Industry Leadership Awards, which were announced on April 22nd at the MMI Annual Convention in Charlotte, North Carolina.

Schroders was selected for the award by MMI members as an emerging investment manager that has made a meaningful contribution to innovation within the advisory solutions industry and exemplified overall excellence, achievement and growth. In 2014, Schroders successfully grew its US mutual fund family by over 125 per cent over the past three years to $3.5 billion in assets under management, $2.6billion of which is on advisory platforms.1 This growth has been predominantly driven by net new flows,with almost 75 per cent coming from organic new business.

Carter Sims, Head of US Intermediary Distribution, said:
“We are very excited to have been recognized by the MMI for our progress and success in the advisory space in 2014. We have worked hard this year to prioritize developing the right solutions that can target specific areas relevant to the US advisory community. Recently we have focused on developing advisory solutions that look to serve three investor outcomes; income, wealth preservation and after-tax total return. In the current challenging and volatile market environment, Schroders has been putting significant focus on developing a targeted, solutions-based approach to meeting clients’ needs, and this award represents a strong client endorsement for this strategy.”

Nominations for the 2015 Industry Leadership Awards were submitted by MMI members, with finalists selected by a committee representing all segments of the MMI membership and the winners determined by a vote of MMI member firms.

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1 Source: Schroders, as at December 31, 2014.


About Schroder Investment Management North America Inc.
Schroder Investment Management North America Inc. is an indirect wholly-owned subsidiary of Schroders plc (SDR.L), a global asset management company with approximately $467.8 billion under management as of December 31, 2014. Schroder’s clients include major financial institutions including banks and insurance companies, as well as local and public authorities, public and private pension funds, endowments and foundations, intermediaries and advisors, as well as high net worth individuals and retail investors. The firm has built one of the largest networks of offices of any dedicated asset management company with more than 400 portfolio managers and analysts covering the world's investment markets, offering a comprehensive range of products and services.


Schroder Investment Management North America Inc. is an investment advisor registered with the Securities and Exchange Commission. It provides asset management products and services to clients in the U.S. and Canada including Schroder Capital Funds (Delaware), Schroder Series Trust and Schroder Global Series Trust, investment companies registered with the SEC (the "Schroders Funds"). Shares of the Schroders Funds are distributed by Schroder Fund Advisors LLC, a member of the Financial Industry Regulatory Authority. Schroder Investment Management North America Inc. and Schroder Fund Advisors LLC are indirect, wholly-owned subsidiaries of Schroders plc, a U.K. public company with shares listed on the London Stock Exchange. For additional information about Schroders go to www.schroders.com/us.


Please consider a Fund’s investment objectives, risks, charges and expenses carefully before investing. For a free prospectus, which contains this and other information on any Schroders Fund, visit www.schroderfunds.com or call (800) 730-2932. Read the prospectus carefully before investing.

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The views and opinions contained herein are those of Schroders’ investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.’s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.