Schroders PLC · LSE:SDR

Schroders — Non-Deal Roadshow (May 2011)

20 slides from Schroders's roadshow presentation, May 2011

  1. Slide 1: Schroders Road Show Multi-Asset

    Schroders Road Show Multi-Asset 24 – 26 May 2011

  2. Slide 2: Schroders

    r« Schroders

  3. Slide 3: &H?G< FF8G#AI8FG@8AGF

    &H?G< FF8G#AI8FG@8AGF +8CE8F8AG<A:,6;EB78EF )4GE<6>E8AA8E HA7&4A4:8E&H?G<FF8G Schroders Road Show 3

  4. Slide 4: :8A74 #A6E84F878@4A79BE&H?G<FF8G)BEG9B?<B,B?HG<BAF

    :8A74 O -;8A887FB9<AI8FGBEF O A4?G8EA4G<I84CCEB46;GB@H?G<4FF8G<AI8FG<A: O ,6;EB78EF&H?G<FF8G9HA7F #A6E84F878@4A79BE&H?G<FF8G)BEG9B?<B,B?HG<BAF +>?;4BB>=B;40A=433DA8=6C7458=0=280;2A8B8B ,BHE68 )LE4@<F!?B54?89<A878A89<G,HEI8L 4 Schroders Road Show

  5. Slide 5: Diversification needed to be dynamic: historic investment returns

    <I8EF<9<64G<BAA887FGB587LA4@<6 &?C8<8B8=6A8B:?A4<8D<=>C0BB4C2;0BB4B -86;5H55?8 <A4A6<4?6E<F<F "<FGBE<6#AI8FG@8AG+8GHEAF >A /40AB=343 424<14A @8E:<A: @8E:<A: @8E:<A: @8E:<A: @8E:<A: @8E:<A: ,) ,) B@@B7<G<8F +84?FG4G8 B@@B7<G<8F +84?FG4G8 +84?FG4G8 <K87#A6B@8 +84?FG4G8 &4E>8GFBA7 &4E>8GFDH<GL &4E>8GFD

  6. Slide 6: Alternative approach to multi-asset investing

    A4?G8EA4G<I84CCEB46;GB@H?G<4FF8G<AI8FG<A: (HEC;<?BFBC;L O 6G<I84FF8G4??B64G<BA O LA4@<67<I8EF<9<64G<BA O BJAF<78E<F>@4A4:8@8AG FF8G4??B64G<BAIF E<F>6BAGE<5HG<BA 050;B4B4=B4>5B42DA8CH .4867C ,BHE684G4FGE84@ ,6;EB78EF 6 Schroders Road Show

  7. Slide 7: Dynamic diversification overview and risk premia

    LA4@<67<I8EF<9<64G<BABI8EG;86L6?8 0?CDA8=6<>A4BC01;4A4CDA=B>E4AC74;>=64AC4A< 39DBC0BB4C2;0BB4G?>BDA4>E4AC742H2;4 0A=01A>03A0=64>5A8B:?A4<80>E4AC8<4 )42>E4AH )424BB8>= G?0=B8>= *;>F3>F= @D8CH 'A8E0C4 'A>?4ACH =5A0 867 >< 4364 DAA4=2H @D8CH BCAD2CDA4 /84;3 <>38C84B D=3B 0B7 @D8CH ;;8@D838CH +4A< A438C

  8. Slide 8: Downside risk management

    BJAF<78+<F>@4A4:8@8AG7BARG<:ABE8;<778AE<F>F G0<?;4B4;;0;;,*4@D8C84B0=3A4?;024C74<F8C7$4@D8C84B J F70CA8B:F0B8=2A40B43 +<F>@4A4:8@8AG7BARG<:ABE8;<778AE<F>F *0<44G0<?;4J=>FH>D58=3>DC B@@B7<G<8F E87<GE<F> ,BHE68,6;EB78EF 9BE<??HFGE4G<BACHECBF8BA?L 8 Schroders Road Show

  9. Slide 9: Solutions: what is your target? Multi-asset product range

    (HEFB?HG<BAF J;4G<FLBHEG4E:8G A>FC7>A10;0=243 0;<6;@BHAG4<A7BLBHJ4AGGB6?<@5N4A764ALBHE84??L:8GG;8E8 O0;4G<FLBHE8KC86G87E8GHEA OB8FG;8FGE4G8:L9<GJ<G;LBHEE<F>4CC8G<G8 OB8FG;8FGE4G8:L9<GJ<G;LBHEG<@8;BE<MBA ,-,&H?G< FF8GCEB7H6GE4A:8 ><?0A8=6C745D=3B %>CA468BC4A43 H4C8= *F8CI4A;0=3 *+*K*27A>34A;>10;8E4AB

  10. Slide 10: Portfolio construction: Global Diversified Growth Fund

    )BEG9B?<B6BAFGEH6G<BA ;4G818;8CH8=27>>B8=6C7414BC8=E4BC<4=CB O ,6;EB78EF9HA7F O KG8EA4?9HA7F O ?G8EA4G<I8<AI8FG@8AGF "<:;1<8?785G B@@B7<G<8F O 5FB?HG8E8GHEA9HA7F O )4FF<I8<AI8FG@8AGF - RF 9HGHE8F ,6;EB78E!?B54?<I8EF<9<87!EBJG; HA7 <I8EF<9<87!EBJG; =E4BC<4=C?78;>B>?7H &DA8=E4BC<4=C08<B O -4E:8GE8GHEA

  11. Slide 11: Global Diversified Growth Fund

    <7J878?<I8EBA46G<I84FF8G4??B64G<BA <I8EF<9<87!EBJG; DAA4=C?>B8C8>=8=60B0C ?A8; O DH<G<8FFHCCBEG875L *CA0C4682 +02C820; 6BECBE4G8CEB9<GF4A7 E89?4G<BA4ELCB?<6<8F O +87H6<A:8KCBFHE8GB6E87<G FGE4G8:<8F O #A6E84F878KCBFHE8GB 6B@@B7<G<8F ,BHE68,6;EB78EF CBF<G<BA4F4GCE<? FF8G6?4FFE4A:8F4E8<AG8EA4?:H<78?<A8

  12. Slide 12: Performance through the cycle: multi-asset product range

    )8E9BE@4A68G;EBH:;G;86L6?8 <I8EF<9<87!EBJG; @D8CHA4CDA=BF8C7;>F4AA8B: B@@B7<G<8F )424BB8>= )42>E4AH 4F; )EBC8EGL )8B:0=3A4CDA=B 5FB?HG8E8GHEA $0H K ?A8; )E<I4G8DH<GL 5FB?HG8E8GHEA +8GHEAC 4 E87<G5BA7F "<:;L<8?7 *+*;>10;8E4AB85843 A>FC7D=3 DH<GL DH<GL G?0=B8>= *;>F3>F= $* .>A;3 743643C>DA>B +<F>C 4 ,

  13. Slide 13: Actively managed downside risk: dynamic allocation

    6G<I8?L@4A4:87BJAF<78E<F> LA4@<64?4A687 ;>10;H=0<820;0=243 %>C A468BC4A43 O KC86G87+8GHEA64F;C 4 O %<@<G?BFF8FBI8E@BAG;F O -<@8;BE<MBA@87<H@G8E@ L84EF DH<G<8F B@@B7<G<8F "<:;1<8?785G A>FC7 BB4CB @8E:<A:&4E>8GF85G #A9E4FGEH6GHE8 BAI8EG<5?8BA7F !BI8EA@8AGBA7F 454=B8E4 #AI8FG@8AG!E47885G BB4CB 4F; ,BHE

  14. Slide 14: Performance since inception in Switzerland

    )8E9BE@4A68F<A68<A68CG<BA LA4@<64?4A687 ;>10;H=0<820;0=243D=3EB 8CB:4H2><?4C8C>A %>C A468BC4A43 8= *F8CI4A;0=3 *8=248=24?C8>=E>;0C8;8CH ,6;EB78EF B@C8G<GBE ,BHE684G4FGE84@ CE<? 66F;4E86?4FF 4<?LIB?4G<?<GLG<??CE<? 66F;4E86?4FF #A68CG<BA74G8,8CG8@58E )8E9BE@4A68<FA8GB9988F A7<A,J<GM8E?4A7 (HEBJA)8AF<B

  15. Slide 15: Investment philosophy, strategy and characteristics

    #AI8FG@8AGC;<?BFBC;L,6;EB78E,GE4G8:L HA7 ><?0A01;4C>*+*;>10;H=0<820;0=243J1DC5>A*F8BB8=E4BC>AB =E4BC<4=C>1942C8E4 ;>=6C4A<>DC?4A5>A<0=240608=BC'82C4C =34G1DCJ E>83;>BB4B18664AC70= 8=0=H>=420;4=30AH40A O-E47<G<BA4?58A6;@4E>BE<8AG87//9HA78AE<6;87J<G;,6;EB78EF&4CCEB46; OIB<74A68B958A6;@4E> 64HF87?BFF8F

  16. Slide 16: Performance: tailor-made solutions

    )8E9BE@4A68 B>5 $0H *8=24;0D=27 /+ ( ? 0 *27A>34A*CA0C46HD=3 '82C4C#'' A 4 )8E9BE@4A689BE(6GB58E GB868@58E 8A6;@4E>6;4A:8BA(6GB58E %4HA6;74G8&4E6; %)) #A78KF<A68(6GB58E CE<BEGBG;<F<G<:EBHC0!#&,#0BE?7 -4<?BE @478FB?HG<BAF 30?C8=6C>>DA2;84=CLBD=8@D4=443B .420=?A>E834C08;>A<034B>;DC8>=B8=2;D38=6 <998E8

  17. Slide 17: Schroders Road Show

    Schroders Road Show 17

  18. Slide 18: Schroders Road Show

    18 Schroders Road Show

  19. Slide 19: Important information

    #@CBEG4AG<A9BE@4G<BA +<F>J4EA<A:F#AI8FG@8AGF<A8DH<G<8F4E8FH5=86GGB@4E>8GE<F>4A7 CBG8AG<4??L GB6HEE8A6L8K6;4A:8E4G8E<F> -;<F9HA7 @4LHF89<A4A6<4?78E<I4G<I8<AFGEH@8AGF4F4C4EGB9G;8<AI8FG@8AGCEB68FF -;<F@4L<A6E84F8G;89HA7RFCE<68IB?4G<?<GL5L 4@C?<9L<A:@4E>8G8I8AGF #@CBEG4AG#A9BE@4G<BA-;<FCE8F8AG4G<BA7B8FA

  20. Slide 20: Schroder Investment Management (Switzerland) AG contact details

    Schroder Investment Management (Switzerland) AG Central 2 I CH-8001 Zurich I Tel. +41 (0)44 250 11 11 Rue Ami-Lullin 12 I CH-1204 Geneva I Tel. +41 (0)22 818 41 11 www.schroders.ch contact@schroders.ch

Schroders — Non-Deal Roadshow (May 2011) on 6ix