Schroders Strengthens North American Institutional Team with Director Hire

Schroders today announced it has hired an Institutional Director, focused on enhancing Schroders’ ability to meet client needs, institutional distribution efforts and access to a diversified product set across North America.

Walter L. Lindsay, Jr. joins as an Institutional Director, bringing the Institutional sales team total to seven directors, and will report into Schroders’ Institutional Director, Head of West, Allan Duckett. 

Lindsay, who is based out of Georgia, brings over 28 years of experience in managing clients and will be responsible for leading strategy, engagement, and business development across the institutional product range. Most recently, he spent four years at Eaton Vance where he was Director of Institutional Sales, focused on their coverage of public funds, corporations, foundations and endowments.

This addition further emphasizes the firm’s continued expansion across North America and ongoing growth strategy in that market.

Allan Duckett, Institutional Director, Head of West said:

“Walter brings a deep bench of knowledge and experience in the institutional space with him and mirrors our team’s priority of maintaining client relationships and expanding our institutional capabilities in new markets and across priority offerings such as private assets. We are honored to have him join Schroders and are confident in his ability to further solidify our presence in North America”.

Walter L. Lindsay, Jr., Institutional Director, said:

I am delighted to be a part of the Schroders team. Their dedication to strengthening relationships in the region and understanding of market and client needs will allow us to continue to grow this part of our business further”.

Schroders manages $87 billion* in North America on behalf of our clients. Our products span geographic regions and offer the ability to meet a variety of investment outcomes.

 

Media Contacts

Jennifer Manser, Head of Marketing & Communications, Americas at Schroders
212-632-2947
Jennifer.Manser@schroders.com  

Katherine Segura, Prosek Partners
646-818-9266
Pro-schroders@prosek.com

Note to Editors

Schroders plc

As a global investment manager, we actively and responsibly manage investments for a wide range of institutions and individuals, to help them meet their financial goals and prepare for the future. The world is forever changing, and with our clients at the center of everything we do, we understand the need to continue to adapt and evolve our business in line with what matters most to our clients today, and in the future.

Our ongoing success is built on a history of experience and expertise, whereby we partner with our clients to construct innovative products and solutions across our five business areas consisting of Private Assets & Alternatives, Solutions, Mutual Funds, Institutional and Wealth Management and invest in a wide range of assets and geographies. By combining our commitment to active management and focus on sustainability, our strategic capabilities are designed to deliver positive outcomes for our clients.

We are responsible for $649.6 billion* assets of our clients, managed locally by 42 investment teams worldwide. As a global business with over 5,000 talented staff across 37 locations, we are able to stay close to our clients and understand their needs. We have over 200 years of experience in investment and innovation and remain committed to creating a better future by investing responsibly for our clients.

Further information about Schroders can be found at www.schroders.com/us.

Important Information:

All investments involve risk, including the loss of principal. The views and opinions contained herein are those of the individuals quoted, do not necessarily represent Schroder Investment Management North America Inc.’s (SIMNA Inc.) and are subject to change. Sectors, industries and asset classes mentioned are for informational purposes only and should not be viewed as a recommendation to buy/sell. This communication is intended to be for information purposes only and it is not intended as promotional material in any respect. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for accounting, legal or tax advice, or investment recommendations. No responsibility can be accepted for errors of facts obtained from third parties. Reliance should not be placed on the views and information in the document when making individual investment and/or strategic decisions. The opinions stated in this document include some forecasted views. We believe that we are basing our expectations and beliefs on reasonable assumptions within the bounds of what we currently know. However, there is no guarantee that any forecasts or opinions will be realized. Past performance is no guarantee of future results.

SIMNA Inc. is registered as an investment adviser with the SEC. It provides asset management products and services to clients in the United States and Canada. Schroder Fund Advisors LLC (SFA) markets certain investment vehicles for which SIMNA Inc. is an investment adviser. SFA is a wholly-owned subsidiary of SIMNA Inc. and is registered as a limited purpose broker dealer with FINRA. SIMNA Inc. and SFA are indirect, wholly-owned subsidiaries of Schroders plc, a UK public company with shares listed on the London Stock Exchange. Further information about Schroders can be found at www.schroders.com/us or www.schroders.com/ca. Schroder Investment Management North America Inc., 7 Bryant Park, New York, NY, 10018-3706, (212) 641-3800.

*as of June 30, 2020

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.