Investment Philosophy & Structure

Investment Philosophy

Schroders is committed to independent research. Ultimately, fully seventy-five per cent of the data research we use is produced in-house.

It is our core belief that equity and bond markets are intrinsically flawed. Our managers aim to capitalise on these flaws by proactively adhering to a disciplined, coherent investment approach based on research and backed by our powerful resources.

We are committed to leveraging our global network to the full and using our global research findings to generate potentially competitive returns. To this end, our equity and credit analysts evaluate companies from many perspectives. When determining a business's potential for long-term value creation, our investment professionals carefully consider a company's valuation and earnings power, and their ability to service debt.

Our experienced portfolio managers pursue the research ideas that carry our highest conviction. Using proprietary tools, they construct portfolios that aim to maximise returns with the appropriate level and distribution of risk.

Investment Process

Over our many decades of specialist investment experience, we have continually refined our investment processes to master the complexities of world markets and ensure consistent performance during times of economic and market change.

Selecting equities

Selecting bonds

Asset allocation

Global research network