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Active Ownership

Overview

Engagement

Voting

At Schroders, we believe we have certain responsibilities as investors and as guardians of our clients’ assets. That’s why we seek to actively influence corporate behaviour to ensure the companies we invest in are managed in a sustainable way. This means not just looking at what our investments are doing, but how they’re doing day-to-day. This helps us better protect and enhance the value of our clients’ investments.

Active ownership can be described in three ways

Dialogue

We work with companies to find out how prepared they are for the changing world

Engagement

We engage with companies to influence behaviour and adapt for the changing world

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Voting

We use our voice to make sure these changes are happening

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Active ownership in practice

Below is an example using the auto industry to help explain how active ownership works at Schroders.

Dialogue

Our investors regularly speak with the management of auto companies about what they’re doing to adapt to new environmental regulation and develop more electric vehicles.

Engagement

The sustainability investment team has collaborated with other investors to take a closer look at how companies are re-skilling their workforce for the shift to electric vehicles.

Voting

Drawing on the specialist knowledge and insight gained through dialogue and engagement, we have chosen to vote against some boards who are slow to adapt to this changing environmental regulation.

Sustainability analysis in practice

Knowing how to put these sustainability principles into practice is what unlocks value for you. Our reports detail the work that our teams do across the business to ensure your money is being managed in a responsible and sustainable way.

View our sustainable investment reports

Managing your assets responsibly

Companies that prioritise good environmental, social and governance (ESG) management often perform better and deliver superior returns over time, both for you and society. To make sure we’re growing your money in the most responsible way, we actively influence corporate behaviour and promote sustainable business practises.

Our responsible investment policy documents provide more detail on our approach.

Environmental, Social and Governance Policy

UN Principles for Responsible Investment - Schroders' statement of compliance

Shareholder Rights Directive (SRD) II statement

Engagement Blueprint

2021 UK Stewardship Code Statement

Sustainable Investment Information

SFDR - Integration of Sustainability Risk Considerations March 2021

SFDR - Schroder AIDA SAS Principal Adverse Impact Statement - Financial Advisors

SFDR - Schroder Investment Management (Europe) S.A - No consideration of adverse impacts of investment advice on sustainability factors - Financial Advisors

SFDR - Schroder Investment Management (Europe) S.A - Statement on principal adverse impacts of investment decisions on sustainability factors

SFDR - Schroder AIDA SAS - Principal Adverse Impact Statement

Plan for Nature

Harnessing the power of investment to accelerate a nature-positive future. Find out how we engage with companies to help reduce their exposure to nature risk.

Find out how

Group exclusions

At Schroders, we deliberately exclude investments that fail to comply with certain international conventions

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Industry involvement

To improve sustainability standards across sectors and promote the development of ESG within the investment industry, we support and collaborate with a variety of industry groups, organisations and initiatives

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Important information:

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.

Contact Schroders

Schroders is a world-class asset manager operating from 38 locations across Europe, the Americas, Asia, the Middle East and Africa.

Worldwide locations

For any further questions, please contact us.

Contact us

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. All investments involve risks including the risk of possible loss of principal.

To the extent that you are in North America, this content is issued by Schroder Investment Management North America Inc., an indirect wholly owned subsidiary of Schroders plc and SEC registered adviser providing asset management products and services to clients in the US and 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. Authorised and regulated by the Financial Conduct Authority.

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