Income

Aiming for consistent higher yield

The search for income

If your need as an institutional investor is to derive income, it is difficult to find a solution in the current market environment that is consistent, sensibly priced and offers a meaningful real yield. We do not believe this is going to materially change. However, this is not without historical precedent. Solutions do exist but they require expertise and the ability to consider a much wider range of investments than in the past.

Finding income

The current low yield market environment is a difficult one for income investors to navigate. Institutional investors will need to utilize the full investment toolkit of equities, fixed income, alternatives and derivatives, alongside sophisticated risk management.

Income experts

Schroders can help. We have the experience, developed over many decades, to partner with institutions to create bespoke income solutions. We have the scale, expertise and resources to access the widest range of investments globally.

Actively selecting income opportunities

We believe active investment management is crucial to meeting the income needs of institutional investors. Active management means being able to consider the widest range of investment opportunities across the world, analyzing these opportunities to ensure they are reliable and, importantly, paying the right price. Active management is also the skill of diversifying investments in order to deliver an income solution whilst managing the risks.

Meeting a range of client needs

At Schroders we have the expertise, experience and resources to help design and deliver income solutions for our institutional clients.

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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.

*Source: Schroders as at 31 December 2019

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 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. 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. 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. 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, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorized and regulated by the Financial Conduct Authority.

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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. SIMNA is an indirect wholly owned subsidiary of Schroders plc, a UK public company with shares listed on the London Stock Exchange. 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. The Schroder mutual funds (the “Funds”) are distributed by SEI Investments Distribution Co (“SIDCO”), a member of FINRA. SFA previously served as the distributor of the Funds. Although SFA has been replaced by SIDCO as the distributor of the Funds, SFA continues to be involved in the distribution of shares of the Funds through an agreement with SIDCO, and SFA, SIMNA and their affiliates continue to provide shareholder services to the Funds. SIDCO is not an affiliate of Schroders plc.

Beginning June 2021, Schroder Adveq, Schroder Secquaero and other Schroders private equity brands will transition under and be known as Schroders Capital. Schroders Capital will be the private markets investment division of Schroders plc. Schroder Adveq Management US Inc. (“Schroder Adveq US” or “Schroder Adveq” 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.schroder.com

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Income

Aiming for consistent higher yield

The search for income

Finding income

Income experts

Actively selecting income opportunities

Meeting a range of client needs

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What are the risks?

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