Schroder ISF Sustainable Asian Equity
Delivering alpha through a sustainable lensIntroducing Schroder ISF* Sustainable Asian Equity
An actively managed and differentiated Asia Pacific ex Japan Equity portfolio grounded in sustainability characteristics (SFDR Article 8)1
Why does sustainability matter for Asia?
Take advantage of the growing climate change investment opportunity in Asia
Long-term forecasts2 indicate that climate change will significantly impact the performance of Asian equity markets if action is not taken to combat it.
Fortunately, Asian governments and businesses have started taking concrete steps towards adaptation and mitigation, creating numerous investment opportunities across the region:
- US$71 trillion needed to be invested in APAC from now until 2050 to achieve net zero emissions.3
- US$1.1 trillion p.a. needed to create a nature positive economy in APAC.4
Socially-responsible companies can deliver better growth in the long-run
Companies run with consideration of social issues like diversity and inclusion, as well as fair labour practices can deliver better growth through improved employee productivity, talent retention and avoidance of significant reputational risks.
Good governance drives long-term outperformance
Companies with good governance drives long-term shareholder value, and ultimately, share price outperformance. However, there is a wide dispersion of corporate governance scores across Asia5, hence detailed analysis is needed to pick out the best companies that will outperform in the long-term.
Why Schroder ISF Sustainable Asian Equity?
1. Delivering Returns
Our investment philosophy prioritizes companies that manage their environmental and social impacts proactively. We believe these companies, by pursuing innovation, operational efficiency, and building resilience to regulatory and climate-related risks, can gain competitive advantages and potentially deliver superior financial performance over time.
Past performance is not a guide to future performance and may not be repeated.
2. Embedded Sustainability Lens:
Actively managed Asia Pacific ex Japan portfolio constructed through fundamental, bottom-up stock research underpinned by thorough sustainability analysis.
We select investments which fall within two primary areas: "Sustainable Living" companies - which raise the standard of living for its consumers or the broader society which it operates in, or "Sustainable Planet" companies - which mitigate the impact of climate change or ensure sustainable use of the planet's resources.
3. Expertise and Resources:
For investors who want to take advantage of the growing opportunity-set in sustainable Asian equities, they should consider active managers with a well-trodden, structured approach to ESG.
A large and experienced Asian equity team comprising of over 50 investment professionals6
- Supported by a dedicated sustainability team with award-winning proprietary tools
Find out more
Meet the fund manager
Wei Wei Chua, based in Singapore, joined Schroders in 2021 and has 16 years of investment experience. Wei Wei joined Schroders from Mirae Asset Management where he managed China and regional portfolios, and was a senior investment analyst covering Industrials, Telecoms and Autos sectors. Prior to this, he also held research roles in Citigroup and Allianz Global Investors (formerly Allianz-RCM Asia Pacific). He holds a BSc (Hons) majoring in Accounting and Finance from The London School of Economics and Political Science, and is also a Certified Public Accountant (CPA) and Certified Environmental, Social and Governance Analyst (CESGA).
Disclaimers
*Schroder International Selection Fund is referred to as Schroder ISF.
1The fund has environmental and/or social characteristics within the meaning of Article 8 of Regulation (EU) 2019/2088 on Sustainability-related Disclosures in the Financial Services Sector (the “SFDR”). For information on sustainability-related aspects of this fund, please go to www.schroders.com.
2Source: Long-run asset class performance: How climate change will impact asset returns – an update, Schroders, January 2025.
3Source: Getting Asia to Net Zero, Asia Society Policy Institute, April 2023
4Source: World Economic Forum, September 2021
5Source: CLSA, Asian Corporate Governance Association, December 2023
6Source: Schroders, as at June 2025
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