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Private Assets

Accessing specialist investment opportunities

Alternative sources of return

In a climate of lower interest rates and elevated valuations, investors need their assets to work harder. A traditional mix of equity and bonds may not deliver adequate portfolio diversification nor allow effective targeting of liabilities. Building alternative sources of return into a portfolio can help, potentially improving overall returns, creating greater stability and allowing better risk targeting.

Opportunities and challenges

Private assets such as infrastructure, private equity, private debt and real estate can be difficult to access, but often offer attractive income or capital growth characteristics.

However they are not without challenges: there may be high minimum investment requirements, and they can be complex and illiquid. Investments may require significant due diligence and may not have the same transparency as publicly-traded assets. Investors usually receive a premium for taking on these risks, but need to manage them effectively in their portfolios.

Experience and scale

We’ve been involved in the world of private assets for over 160 years. We helped finance the improvement of Cuba’s rail network in 1853 and the construction of Japan’s first railway between Tokyo and Yokohama.

Today, Schroders has the scale to operate effectively in the private assets market. We are big enough to have deep resources and skills, but small enough in these asset classes to be able to access opportunities that others may be less able to exploit.

Specialist in-house expertise

Our teams consist of investment experts with detailed, specialist knowledge of their specific area of the private assets landscape. Our investment proposition is based on high quality analysis, awareness of megatrends and the use of data and technology to enhance our decisions. Our global research platform enables us to source ideas from around the world and the ESG (environmental, sustainability and governance) insight from our Sustainable Investment Team is vital in areas where there may not be high levels of public scrutiny.

Collaboration and choice

We are one of a handful of companies with a truly diverse range of capabilities across the private assets landscape. We work collaboratively with our clients to access opportunities, long-term trends and themes that are not available via mainstream routes.

For larger institutions we are capable of providing highly customised solutions and advice to meet specific objectives.

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Important Information
Any security(s) mentioned above is for illustrative purpose only, not a recommendation to invest or divest.
This material is intended to be for information purposes only and it is not intended as promotional material in any respect. The views and opinions contained herein are those of the author(s), and do not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds. The material is not intended to provide, and should not be relied on for investment advice or recommendation. Opinions stated are matters of judgment, which may change. Information herein is believed to be reliable, but Schroder Investment Management (Hong Kong) Limited does not warrant its completeness or accuracy.
Investment involves risks. Past performance and any forecasts are not necessarily a guide to future or likely performance. You should remember that the value of investments can go down as well as up and is not guaranteed. Exchange rate changes may cause the value of the overseas investments to rise or fall. For risks associated with investment in securities in emerging and less developed markets, please refer to the relevant offering document.
The information contained in this material is provided for information purpose only and does not constitute any solicitation and offering of investment products. Potential investors should be aware that such investments involve market risk and should be regarded as long-term investments.
Derivatives carry a high degree of risk and should only be considered by sophisticated investors.
This material, including the website, has not been reviewed by the SFC. Issued by Schroder Investment Management (Hong Kong) Limited.

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Schroders is a world-class asset manager operating from 35 locations across Europe, the Americas, Asia, the Middle East and Africa.

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For any further questions, please contact us.

Our sales team is available to discuss with you any investment options and opportunities you might be interested in.

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Private Assets

Accessing specialist investment opportunities

Alternative sources of return

Opportunities and challenges

Experience and scale

Specialist in-house expertise

Collaboration and choice

Explore all Strategic Capabilities

LiquidAlternatives

AlphaEquity

Credit

EmergingMarkets

Income

Multi-AssetSolutions

Retirement

Sustainability

Private Assets

Solutions

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Liquid
Alternatives

Alpha
Equity

Emerging
Markets

Multi-Asset
Solutions