Schroders Index Solutions
Not all indices are created equalAn alternative to passive indices
Schroders indices provide an enhanced exposure compared to benchmark passive indices at a similar pricing point. Our Index Solutions deliver Schroders expertise and fiduciary responsibility in a simple, transparent and cost-effective way. We provide our clients bespoke indices to meet their evolving needs.
Enhanced Indices
Leverage Schroders expertise to achieve superior outcomes.
- Multi factor premium driven index design
Custom tracking error budget vs traditional market capitalisation weighted benchmarks
Target index outperformance over the medium to long term
- Indices across asset classes including multi-asset
Sustainable Indices
Incorporate our suite of proprietary sustainability models.
- Tailored to client requirements and their sustainability goals
In-house ESG (Environmental, Social and Governance) metrics providing full transparency, supported by in-depth reporting
Active stewardship including voting and engagement
Quantitative Indices
Develop indices focusing on risk and return.
- Cross-asset quantitative systematic strategies
Return streams uncorrelated to those of bonds and equities
Alternative risk premia and downside diversification portfolios
Client focused approach
Strategies and portfolios can be tailored to client requirements including exposure, risk, sustainability criteria and exclusion lists. Clients benefit from the experience of a dedicated team, providing regular communication and analytics covering each strategy and portfolio. The team combines experience in the research, development, design and execution of quantitative investment strategies across asset classes on behalf of investors globally.
Our strategies
Multi-factor equity | Global Compass | Defensive Equity Protect 90 | US Responsible Investments | Enhanced commodity |