Schroders Plc · LSE:SDR
Schroders — Merger or Acquisition (February 2026)
11 slides from Schroders's merger presentation, February 2026
Slide 1: Important briefing annual results
Important briefing annual results Client messaging February 2026 Marketing material for professional clients only.
Slide 2: What is happening, why and next steps
What is happening, why and next steps The combination will bring together two highly complementary businesses and create one of the world’s largest global active asset managers with nearly $2.5 trillion of AUM Enhanced client offering: $2.5tn AUM 1. Truly global distribution network, across 40+ mark
Slide 3: Nuveen at a glance
Nuveen at a glance Global asset manager with a comprehensive range of investment solutions designed to secure the long-term financial goals of institutional and individual investors – Founded in 1898 and has a 110+ year heritage in the industry – $1.4 trillion in AUM and is led by Bill Huffman who b
Slide 4: Complementary geographic presence
Complementary geographic presence The combined group will have a truly global footprint, operating in more than 40 markets worldwide. The Group will have combined strengths… Schroders Nuveen Pro Forma 12% 4% 3% 12% 25% 31% 57% 64% 94% Americas EMEA APAC Americas EMEA APAC …Nuveen will provide Schrod
Slide 5: Enhanced scale and expanded investment capabilities
Enhanced scale and expanded investment capabilities Combined group will broaden investment specialism across both public and private markets and enhance our ability to design resilient, outcome- orientated portfolios across market cycles An integrated platform building more resilient portfolios that
Slide 6: Shared culture and values
Shared culture and values Both businesses are client first and investment led – long-term client outcomes come before short-term considerations Client-centric Investment-led – Clients’ interests are at the centre of our decision- – Schroders and Nuveen share a deep commitment to making, with the sha
Slide 7: How will clients benefit from the combination of Schroders and Nuveen?
How will clients benefit from the combination of Schroders and Nuveen? Market-leading capabilities Stronger portfolio construction Greater investment in innovation Spanning equities, fixed income, multi- Greater ability to combine public and Increased investment in data, AI and asset, infrastructure
Slide 8: What will change for Clients, and what will not?
What will change for Clients, and what will not? Until completion we will continue to operate independently, and it is business as usual for clients What will change? What will not change? Access over time to a broader range of Day-to-day portfolio management and reporting, investment solutions and
Slide 9: Next steps
Next steps High-level timeline Key milestones from here are as follows, but timings are still to be determined The documentation for the Offer will be available on our website Completio Regulatory approvals n Shareholder the Transaction is approval currently expected to Scheme become effective durin
Slide 10: Disclaimer
Disclaimer THIS PRESENTATION AND ITS CONTENTS ARE STRICTLY CONFIDENTIAL AND ARE NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN OR INTO OR FROM ANY JURISDICTION WHERE TO DO SO WOULD CONSTITUTE A VIOLATION OF THE RELEVANT LAWS OF THAT JURISDICTION This pr
Slide 11: Thank you
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