Schroders Plc · LSE:SDR

Schroders — Bernstein Strategic Decisions Conference 2013

14 slides from Schroders's conference presentation, Oct 1, 2013

  1. Slide 1: Schroders plc

    Schroders plc Bernstein Strategic Decisions Conference 1 October 2013 Massimo Tosato Executive Vice Chairman

  2. Slide 2: Schroders: a global business with AUM of over £255bn

    Schroders: a global business with AUM of over £255bn Depth and strength of investment resource: over 395 investment professionals worldwide Source: Schroders, as at 30 June 2013, pro forma for Cazenove Capital acquisition completed on 2 July 2013. 1

  3. Slide 3: Schroders: a well diversified, global asset manager

    Schroders: a well diversified, global asset manager Pro forma assets under management £255.8 billion (including Cazenove Capital) By client type By region* By asset class 12% 15% 12% 40% 20% 43% 54% 25% 34% 7% 20% 18% Institutional UK Equities Intermediary Continental Europe** Fixed Income Asia Paci

  4. Slide 4: Schroders: a well diversified, global asset manager

    Schroders: a well diversified, global asset manager Net revenue By client type By region* By asset class 8% 12% 9% 12% 33% 43% 7% 28% 59% 49% 14% 26% Institutional UK Equities Intermediary Continental Europe** Fixed Income Asia Pacific EMD, Commodities & Property Private Banking Americas Multi-asset

  5. Slide 5: Our long-term strategy

    Our long-term strategy #% Schroders

  6. Slide 6: Global trends: How are we positioned?

    Global trends: How are we positioned?  Uncertain, low growth environment, with potential for shocks () Macro economic  Potential for high inflation in certain markets () environment  Tighter capital and liquidity requirements ()  Ageing population in developed economies ()  Greater governme

  7. Slide 7: Global trends: How are we positioned?

    Global trends: How are we positioned? Client demand perspective Institutional Intermediary Channel ‒ Official Institutions ‒ II Pillar, III Pillar, post-retirement pools ‒ DC ‒ Increase higher longevity channels Priorities ‒ Insurance ‒ Consolidate position in wealth management ‒ Revenue maximisatio

  8. Slide 8: How we are positioned

    How we are positioned Asset class perspective  Positioned to benefit from structural changes in retirement industry Multi-asset and  Achieve scale, improved risk and operational systems Portfolio Solutions  Growth opportunities in outcome-orientated, Income products and GAIA  Positioned for grow

  9. Slide 9: Geographic opportunities

    Geographic opportunities The US saving markets account for 48% of asset management revenues Retirement funds expected development AuM $Trillions ■ Build out organic strategy 3.9 20.0 ■ Deepen DC proposition in Intermediary 2.2 0.9 ■ Continue to upgrade talent in Distribution, Investment 16.1 0.8 6.9

  10. Slide 10: Implementing our strategy

    Implementing our strategy Leveraging our financial strength ■ Strategic in-fill acquisitions – India: 25% stake in Axis Asset Management Company – United States and Fixed Income: acquisition of 100% of STW Fixed Income – Insurance-linked securities: 30% in Secquaero Advisors Limited – UK and Wealth

  11. Slide 11: Acquisition of Cazenove Capital for £413m

    Acquisition of Cazenove Capital for £413m Scale in Wealth Management, complementary strategies in Investment Funds ■ £20.1bn AUM – £13.2bn Wealth Management – £6.9bn Investment Funds ■ £1.6bn net inflows in H1 2013 – £0.4bn Wealth Management – £1.2bn Investment Funds ■ In Private Banking – Adds scal

  12. Slide 12: Cazenove Capital H1 2013

    Cazenove Capital H1 2013 Strong revenue growth Net revenues (£m) and net revenue margins (bps) 66 bps 70 +21% 60 65 bps 50 +10% 40 68 bps 30 61.6 +53% 50.7 20 41.4 37.5 10 20.2 13.2 0 Investment Funds Wealth Management Total H1 2012 H1 2013 11

  13. Slide 13: Strategic overview

    Strategic overview Schroders: in a strong position; continuing to evolve  Extensions to existing strategy  Growth opportunities in core business  Maintain/improve leading competitive position in Asia and Latin-America  Expand in US – organically and by acquisition  Build Alternatives as part of

  14. Slide 14: Forward-Looking Statements

    Forward-Looking Statements These presentation slides may contain forward-looking statements with respect to the financial condition, results of operations, strategy and businesses of the Schroders Group. Such statements and forecasts involve risk and uncertainty because they are based on current exp

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