Schroders Plc · LSE:SDR
Schroders — Shareholder Meeting (April 2018)
14 slides from Schroders's shareholder meeting presentation, Apr 26, 2018
Slide 1: Welcome to the 2018 Annual General Meeting
Welcome to the 2018 Annual General Meeting 26 April 2018
Slide 2: Michael Dobson, Chairman
Michael Dobson Chairman Schroders 1
Slide 3: Peter Harrison, Group Chief Executive
Peter Harrison Group Chief Executive 2
Slide 4: Full year 2017 results
Full year 2017 results Revenue growth with cost discipline Key metrics at record levels Positive net new business Improved ratio of total costs Dividend increased by 22% to net income 2017 2016 Change Net income* £2,068.9m £1,793.1m 15% Ratio of total costs to net income 61% 64% - Profit before tax*
Slide 5: Consistent growth in dividend
Consistent growth in dividend Maintained 50% payout ratio in 2017 pence 120 100 80 60 113 93 87 40 78 58 20 39 43 37 31 31 0 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Total dividend 4
Slide 6: As profits have increased
As profits have increased 15% compound annualised growth rate of dividend since 2008 pence £m 120 900 800 100 700 80 600 500 60 113 400 93 87 40 78 300 58 200 20 39 43 37 31 31 100 0 0 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Total dividend Pre-exceptional PBT (rhs) 5
Slide 7: Diversified and stable business
Diversified and stable business With increased asset class diversification £bn 450 400 350 300 250 200 150 100 50 0 2011 2012 2013 2014 2015 2016 2017 Equities Fixed Income Multi-asset Private Assets & Alternatives Wealth Management 6
Slide 8: Private Assets & Alternatives
Commodities EMD Absolute 3% Return 8% GAIA 10% Private Assets Real Estate 36% & Alternatives Securitised Credit 14% £33.3bn AUM in new category of Private Assets and Alternatives £2.5bn net new business Infrastructure Finance Net flows well diversified by 3% investment capabilities Insurance-Linked
Slide 9: Outlook
Outlook Continue to invest in long-term growth opportunities Diversifying product Expanding our Embracing opportunities offering through new geographical footprint created by latest investment expertise technology 8
Slide 10: Our role in wider society
Our role in wider society Committed to shaping future prosperity - Signatory to RE100: committed to using - CAF platinum award: 29% of UK employees 100% renewable energy by 2025 support charities through payroll GAYE - CO2 emissions per employee down 38% - £2m donated globally to charitable causes s
Slide 11: Michael Dobson, Chairman
Michael Dobson Chairman Schroders 10
Slide 12: Resolutions
Resolutions 1) To receive the Report and Accounts 11) To re-elect Ian King 2) To declare the Final dividend 12) To re-elect Nichola Pease 13) To re-elect Philip Mallinckrodt 3) To approve the Remuneration report 14) To re-elect Bruno Schroder 4) To elect Sir Damon Buffini 15) To appoint Ernst & Youn
Slide 13: Thank you for attending the 2018 Annual General Meeting
Thank you for attending the 2018 Annual General Meeting
Slide 14: Forward looking statements
Forward looking statements These presentation slides may contain forward-looking statements with respect to the financial condition, performance and position, strategy, results of operations and businesses of the Schroders Group. Such statements and forecasts involve risk and uncertainty because the