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Schroders

PRI reporting framework 2019

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Peering questions

OO LE 01. Breakdown of listed equity investments by passive and active strategies

LE 01.1. Provide a breakdown of your internally managed listed equities by passive, active - quantitative (quant), active - fundamental and active - other strategies.

Update: this indicator has changed from "Mandatory to report, voluntary to disclose" to "Mandatory". Your response to this indicator will be published in the Public Transparency Report. This change is to enable improved analysis and peering. 

 

Percentage of internally managed listed equities

Strategies 
Percentage of internally managed listed equities​
Passive
Active - quantitative (quant)
Active - fundamental and active - other
Total 100%

LE 01.2. Additional information. [Optional]


OO LE 02. Reporting on strategies that are <10% of actively managed listed equities (Not Applicable)


OO FI 01. Breakdown of fixed income investments by passive and active strategies

Update: this indicator has changed from "Mandatory to report, voluntary to disclose" to "Mandatory". Your response to this indicator will be published in the Public Transparency Report. This change is to enable improved analysis and peering.
Provide a breakdown of your internally managed fixed income securities by active and passive strategies
Type
Passive                      
Active - quantitative
Active - fundamental & others
Total internally managed fixed income security
SSA
100%
Corporate (financial)
100%
Corporate (non-financial)
100%
Securitised
100%

FI 01.2. Additional information. [Optional]


OO FI 02. Reporting on strategies that are <10% of actively managed fixed income (Not Applicable)


OO FI 03. Fixed income breakdown by market and credit quality

Update: this indicator has changed from "Mandatory to report, voluntary to disclose" to "Mandatory". Your response to this indicator will be published in the Public Transparency Report. This change is to enable improved analysis and peering.

FI 03.1. Indicate the approximate (+/- 5%) breakdown of your SSA investments, by developed markets and emerging markets.

SSA
82 Developed markets
18 Emerging markets
Total 100%
Indicate the approximate (+/- 5%) breakdown of your corporate and securitised investments by investment grade or high-yield securities.
Type
Investment grade (+/- 5%)
High-yield (+/- 5%)
Total internally managed
Corporate (financial)
100%
Corporate (non-financial)
100%
Securitised
100%

FI 03.3. Additional information. [Optional]

Based on estimates.

If you are invested in private debt and reporting on ratings is not relevant for you, please indicate below


OO SAM 01. Breakdown of externally managed investments by passive and active strategies (Not Applicable)


OO PE 01. Breakdown of private equity investments by strategy (Not Applicable)


OO PE 02. Typical level of ownership in private equity investments (Not Applicable)


OO PR 01. Breakdown of property investments

PR 01.1. Indicate the level of ownership you typically hold in your property investments.

PR 01.2. Provide a breakdown of your organisations allocation to Real Estate Investment Trusts (REITs) or similar

PR 01.3. Additional information. [Optional]

Schroder Real Estate has managed real estate funds since 1971. Our real estate business is headquartered in London with offices across Europe, Asia and North America, and currently has £15.6 billion* (€17.3 billion / US$19.8 billion) of gross real estate assets under management (at 31 December 2018) across direct real estate, real estate securities and real estate capital partners. 

*Source: Schroders, as at 31 December 2018. Real Estate AUM includes holdings of Schroder Real Estate Capital Partners and Schroders Global Cities Funds.

Direct real estate investment, the ownership and active management of buildings, provides scope for ESG considerations to be applied directly and for positive impacts to be realised.  Schroder Real Estate’s Sustainable Investment Policy is embedded in our investment process. We believe this should deliver improved long-term returns, contribute to tenants’ business performance and create tangible benefits to the local communities and societies in which they operate.

We maintain an environmental management system aligned with ISO 14001 (the internationally agreed standard for such systems) to manage the deliverable actions derived from our Sustainable Investment Policy. Our framework applies to all aspects of direct real estate investment including acquisition due diligence, asset management, property management provided by third parties, refurbishments and developments. 

Our direct real estate allocation to REITs relates to one direct real estate fund which is a REIT. We also manage a Pan European (excluding UK) company which is listed on the LSE and JSE, however this is not a REIT.


OO PR 02. Breakdown of property assets by management

PR 02.1. Provide a breakdown of your organisation’s property assets based on who manages the assets.

Property assets managed by

Breakdown of your property assets (by number)
Managed directly by your organisation
Managed via third-party property managers appointed by you
Managed by other investors or their property managers
Managed by tenant(s) with operational control
Total 100%

PR 02.2. Additional information. [Optional]

Schroders' role is generally that of investment manager for assets held and activities include acquisition, investment strategy for the period of ownership i.e. leasing, refurbishment and development, and disposal. Day to day property management is outsourced to third party organisations or carried out by tenant(s) where they have operational control.


OO PR 03. Largest property types

PR 03.1. Indicate up to three of your largest property types by AUM.

Types

Main property types (by AUM)

Largest property type
Second largest property type
Third largest property type

PR 03.2. Additional information.


OO INF 01. Breakdown of infrastructure investments (Not Applicable)


OO INF 02. Breakdown of infrastructure assets by management (Not Applicable)


OO INF 03. Largest infrastructure sectors (Not Applicable)


OO HF 01. Breakdown of hedge funds investments by strategies (Not Applicable)


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