Growing Schroders’ private assets capabilities a key strategic focus

Schroders has united its specialist private assets investment capabilities under the newly launched Schroders Capital brand, created to deliver an enhanced service for our clients. 

Growing Schroders’ private assets capabilities continues to be a key strategic focus for the business. This has been achieved so far through a combination of organic growth and specialist acquisitions. Schroders Capital will encompass the existing range of private equity, securitised products and asset-based finance, private debt, real estate, infrastructure, insurance-linked securities and BlueOrchard (impact specialist). In light of its significant role shaping the impact investing industry over the last 20 years, BlueOrchard will maintain its independent brand identity. 

Schroders Capital’s approach to building change in a sustainable way is summarised by the following core attributes: 

Intent

We strive to ensure that sustainability and/or impact are well represented in the investment objectives and complement the achievement of financial returns. We aim to select partners that are like-minded in terms of the change we target. 

Contribution

Our integrated investment process seeks to contribute to ESG, sustainability and impact investing via a range of strategies and themes, including sustainable cities, climate mitigation and adaptation, financial inclusion, healthcare, industry and innovation, job creation and economic growth, amongst others. Active ownership and engagement expand our principles and their implementation across the entire value chain of intermediaries and stakeholders with whom we work. 

Measurement

We collect an extensive range of sustainability and impact metrics to measure the effectiveness of our investments in achieving the goals we set for each strategy, theme or sector. We track positive and negative changes generated over time to enhance the effectiveness of our active ownership efforts and inform future investments. 

Peter Harrison, Schroders Group Chief Executive, comments,
“Schroders is further delivering on its growth strategy with the launch of Schroders Capital, a new brand for all our private assets businesses. It will continue to provide clients with a local approach to investing across a diversified range of private asset strategies, supported by a global perspective and the long-established Schroders business.” 

Georg Wunderlin, Global Head of Schroders Capital, comments,
“The launch of Schroders Capital will increase the visibility and strengthen the position of our private assets offering, while also underscoring our ambitions as a leading player in private markets.” 

Kondi Nkosi, Head of Schroders South Africa, comments, 
“We have always been of the view that providing our investors with diversified sources of returns is paramount, especially given the challenging times we anticipate for markets.  

“The unification of our $65bn¹ private assets capability under the Schroders Capital brand, we believe, will promote knowledge-sharing and innovation across our private assets businesses and showcase our diversified range of investment strategies for our investors.”  

Schroders Capital provides access to investment opportunities managed by teams with a long and consistent track record of robust investment performance. 

Each asset class within Schroders Capital will continue to maintain a high level of autonomy, while also benefiting from enhanced knowledge-sharing and collaboration with the other asset classes within the new brand and across the Schroders Group.

¹ As at 31 December, 2020