Multi-Asset

Building better outcomes

Delivering outcomes for the real world

Clients want their money managed in line with their long-term goals. These might include a specific income target, a sustainability objective, a growth target or capital preservation. Our approach to multi-asset can help ensure our clients’ needs are met in a variety of market environments.

Managing dynamically in tough times

Not all investors want the same outcomes. That’s why a dynamic approach to asset allocation has become increasingly important. All investors do, however, want predictability and consistency, especially in an uncertain and volatile world. This requires a broad combination of investments, including innovative approaches in areas such as commodities, infrastructure or in alternative risk premia. We believe a portfolio with true risk diversification has a better chance of surviving difficult markets.

The human factor

Not only do you need a robust process to navigate tough environments, you also need the right human factors. The culture and the accountability of our team is what sets us apart from the competition. We actively seek to identify and minimise mistakes stemming from cognitive biases. Being able to “fail well” and learn from mistakes is key to our competitive advantage.

Tailored solutions

We can tailor portfolios to specific client needs. We may use both active and passive strategies within portfolios, maintaining a focus on delivering the best possible value for money. Please note: not all products are available in every market.

Sustainability

Sustainability is at the core of everything we do. We use our in-house sustainability tools to ensure environmental, social and governance (ESG) factors are woven into every aspect of our multi-asset research and portfolio construction. We also believe strongly in active engagement and companies.

Adaptable portfolio construction

Correlations between assets change. We can take full advantage of this fact by being adaptable to different market regimes. Changing correlations pose a significant risk for static multi-asset investors for the period to come. But this provides a real opportunity for dynamic multi-asset investors. Our quantitative research team works closely with our portfolio managers to build and actively enhance a suite of in-house tools, including our proprietary Schroders Multi- Asset Risk Technology system.

Risk premium approach

We have a disciplined “risk premium” investment approach, which decomposes asset classes into their component parts. This enables us to understand the true drivers of risk and return and how they interact. Meanwhile, our continual focus on risk management combines quantitative tools with forward-looking scenario analysis.

Global research framework

Our multi-asset research process harnesses our global team of 100+ specialists. They are based throughout the US, Europe and Asia Pacific, looking at markets from every angle. A physical presence in our clients’ local markets gives us a better understanding of their specific requirements.

Featured funds

Below is a selection of our funds that are relevant to this strategic capability.

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Schroder Real Return Fund

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Important Information
Any security(s) mentioned above is for illustrative purpose only, not a recommendation to invest or divest.
This material is intended to be for information purposes only and it is not intended as promotional material in any respect. The views and opinions contained herein are those of the author(s), and do not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds. The material is not intended to provide, and should not be relied on for investment advice or recommendation. Opinions stated are matters of judgment, which may change. Information herein is believed to be reliable, but Schroder Investment Management (Hong Kong) Limited does not warrant its completeness or accuracy.
Investment involves risks. Past performance and any forecasts are not necessarily a guide to future or likely performance. You should remember that the value of investments can go down as well as up and is not guaranteed. Exchange rate changes may cause the value of the overseas investments to rise or fall. For risks associated with investment in securities in emerging and less developed markets, please refer to the relevant offering document.
The information contained in this material is provided for information purpose only and does not constitute any solicitation and offering of investment products. Potential investors should be aware that such investments involve market risk and should be regarded as long-term investments.
Derivatives carry a high degree of risk and should only be considered by sophisticated investors.
This material, including the website, has not been reviewed by the SFC. Issued by Schroder Investment Management (Hong Kong) Limited.

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Multi-Asset

Building better outcomes

Delivering outcomes for the real world

Managing dynamically in tough times

The human factor

Tailored solutions

Sustainability

Adaptable portfolio construction

Risk premium approach

Global research framework

Featured funds

Below is a selection of our funds that are relevant to this strategic capability.

Schroder Real Return CPI +5%

Schroder Real Return CPI +3.5%

Schroder Real Return Fund

Explore all Strategic Capabilities

Alternatives

AlphaEquity

Credit

EmergingMarkets

Income

Multi-AssetSolutions

Sustainability

Private Assets

Solutions

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