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Alpha Equity

Targeting higher active equity returns

Actively seeking to match liabilities

Relying solely on a passive approach to investing may not meet real world savings goals or match liability objectives. Active management aims to deliver as the alpha component of overall return has become even more important in today’s low growth environment.

Risk mitigation

Ensuring that portfolio construction is deliberate, diversified and appropriately-scaled is key in the pursuit of consistent alpha. While outperformance may be achieved over short periods through over-reliance on a few stocks, or by focusing on a single sector, this approach does not always deliver higher returns. Long-term consistency can potentially be achieved through actively managing risk in portfolios.

Talented investment specialists

Our success in active equity fund management is built on the ability to empower and support our fund managers to be among the best in the industry. We welcome challenge, encourage diversity of thought and recognize that real investment insight is hard to come by.

We are disciplined and follow process, but in a pragmatic, not dogmatic, way. We believe in the persistence of our investment advantage, but know that the world is constantly changing.

Developing an investment edge

We go the extra mile to seek an investment edge. Our global research platform and proprietary technology are crucial to our success. Our Data Insights Unit helps inform investment decisions through unique analysis of alternative data and the application of data science tools. Together with our Environmental, Social and Governance (ESG) team and its proprietary research tool, they add a dimension unmatched by other fund managers.

Choices for growth

We have a wide range of actively-managed equity strategies designed to deliver consistent levels of alpha. From those that can invest anywhere in the world, to strategies focused on specific countries or investment themes, there are options to help meet a wide range of investment requirements.

Please note: not all products are available in every market.

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What are the risks?

Past performance is not a guide to future performance and may not be repeated.

The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall.

Important information

The views and opinions contained herein are those of the authors, and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds. This webpage is intended to be for information purposes only. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Information herein is believed to be reliable but Schroders does not warrant its completeness or accuracy. No responsibility can be accepted for errors of fact or opinion. Reliance should not be placed on the views and information in the webpage when taking individual investment and/or strategic decisions. Past performance is not a reliable indicator of future results, prices of shares and the income from them may fall as well as rise and investors may not get back the amount originally invested. All investments, domestic and foreign, involve risks including the risk of possible loss of principal. Investing in equities involves risk considerations, including market risk, prospects of stocks in the portfolio, changing interest rates, and real or perceived adverse competitive industry conditions. Investing in bonds may include interest rate, credit, inflation/deflation risk, mortgage and asset-backed securities, U.S. Government securities, and liquidity risks, to varying degrees. Investing overseas involves special risks including among others, risk related to political or economic instability, foreign currency (such as exchange, valuation, and fluctuation) risk, market entry or exit restrictions, illiquidity and taxation. These risks exist to a greater extent in emerging markets than in developed markets. The use of derivatives involves risks different from, or possibly greater than, the risks associated with investing directly in the underlying assets. Private assets are intended only for qualified and/or sophisticated investors and carry special risk considerations, including illiquidity risk, wide differences in valuations, the use of leverage, and higher credit risk than traditional assets. Asset allocation and diversification cannot ensure a profit or protect against loss of principal. No investment strategy, capability or technique can guarantee it will achieve its stated objective. UK Investors: The data contained in this webpage has been obtained from sources we consider to be reliable. No responsibility can be accepted for errors of fact and the data should be independently verified before further publication or use. The sectors shown are for illustrative purposes only and not to be considered a recommendation to buy or sell. Exchange rate changes may cause the value of any overseas investments to rise or fall. In North America, this content is issued by Schroder Investment Management North America Inc., an indirect wholly owned subsidiary of Schroders plc providing asset management products and services as a US SEC registered investment adviser and in the capacity of Portfolio Manager with the securities regulatory authorities in Canada. For all other users, this content is issued by Schroder Investment Management Limited, 31 Gresham Street, London, EC2V 7QA. Registered No. 1893220 England. Authorized and regulated by the Financial Conduct Authority.

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Schroders is a world-class asset manager operating from 37 locations across Europe, the Americas, Asia, the Middle East and Africa.

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For any further questions, please contact us. Our team is available to discuss with you any investment options and opportunities you might be interested in.

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Schroder Investment Management North America Inc. (“SIMNA”) is an SEC registered investment adviser providing asset management products and services to clients in the US and Canada. Schroder Fund Advisors LLC (“SFA”) is a wholly-owned subsidiary of SIMNA Inc. and is registered as a limited purpose broker-dealer with FINRA and markets certain investment vehicles for which for which another Schroders entity is an investment adviser. SIMNA and SFA are wholly owned subsidiaries of Schroders plc.

Schroder Adveq, Schroder Secquaero and other Schroders private equity advisors have been rebranded as Schroders Capital. Schroders Capital will be the private markets investment division of Schroders plc. Schroders Capital US Inc. (“Schroders Capital US” or “Schroders Capital” herein) is registered as an investment adviser with the SEC. It provides asset management products and services to clients in the United States and Canada.

Schroder Secquaero (formerly Secquaero Advisors AG) is Zurich-based and provides non-discretionary advice to certain strategies, including Insurance-linked securities, marketed in North America.

Schroder Adveq and Schroder Secquaero, currently known as Schroders Capital, are wholly-owned subsidiary of Schroders plc. For more information, visit www.schroderscapital.com

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Alpha Equity

Targeting higher active equity returns

Actively seeking to match liabilities

Risk mitigation

Talented investment specialists

Developing an investment edge

Choices for growth

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